ESOP · DOL Form 5500 · 2023

Lumber Traders, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
48
Participants Small participant base
55th
Percentile by assets National rank
$172,978
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lumber Traders, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Lumber Traders, Inc. · Washington · Retail Trade

$8M in assets, 48 participants

Lumber Traders, Inc.'s Lumber Traders, Inc. Employee Stock Ownership Plan & Trust reported $8M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 55th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,471 in Retail Trade (8,414 peers)

Lumber Traders, Inc. multi-year trail

Lumber Traders, Inc.'s plans moved +24.3% in assets from 2022 to 2024; this filing shows Lumber Traders, Inc. Employee Stock Ownership Plan & Trust at $8M / 48 participants.

#5,471
in Retail Trade (8,414 peers)
+15.8%
assets growth YoY

Lumber Traders, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Lumber Traders, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,302,967 Top 45% higher than 55% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lumber Traders, Inc. Employee Stock Ownership Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumber Traders, Inc. Employee Stock Ownership Plan & Trust is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lumber Traders, Inc. Employee Stock Ownership Plan & Trust reported net income fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lumber Traders, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Lumber Traders, Inc. Employee Stock Ownership Plan & Trust reported participants rose from 44 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 911268708 · Lumber Traders, Inc. PY 2023 · ESOP

Lumber Traders, Inc. Employee Stock Ownership Plan & Trust · $8M · 48 · 55th

  • PCT $8M
  • EIN 48
  • RANK 55th
  • PHOTO ESOP
  • IND near Jhh Central Management Services, Pbc Employee Stock Ownership Plan
  • EOY ind #5471

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Washington →

Lumber Traders, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Jhh Central Management Services, Pbc Employee Stock Ownership PlanJhh Central Management Servi…$8MBlack River Systems Company Employee Stock Ownership PlanBlack River Systems Company …$8MU.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and TrustU.P. Engineers & Architects,…$8MLumber Traders, Inc. Employee Stock Ownership Plan & TrustLumber Traders, Inc. Employe…$8MLti Technology Solutions Employee Stock Ownership PlanLti Technology Solutions Emp…$8M
End-of-year total assets ($M) among Lumber Traders, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lumber Traders, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lumber Traders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.339419894619617% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.17M $8.91M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 44 $7M
2023 1 48 $8M
2024 1 52 $9M

Lumber Traders, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN911268708
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lumber Traders, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -101234 Total assets ($B) Participants Lumber Traders, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.008302967 · Participants: 48Lumber Traders, Inc. Employee Stock Ownership Plan & TrustSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.183263152 · Participants: 310Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114343989 · Participants: 183The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Lumber Traders, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Washington, assets vs. participants
Compare Lumber Traders, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Lumber Traders, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Jhh Central Management Services, Pbc Employee Stock Ownership Plan in TX ($8M); by covered participants it is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lumber Traders, Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Lumber Traders, Inc. Employee Stock Ownership Plan & Trust grew sharply - up 15.8% during 2023, from $7M to $8M. Reported net income was $1M.
How have Lumber Traders, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumber Traders, Inc.'s sponsor-wide assets grew 24.3%, from $7M to $9M.
Which ESOP plans are similar in size to Lumber Traders, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Jhh Central Management Services, Pbc Employee Stock Ownership Plan in TX ($8M, 107 participants).
Which ESOP plans cover a similar participant headcount to Lumber Traders, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911268708.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.