401(k) · DOL Form 5500 · 2023

Koopman Lumber Company, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
379
Participants Below avg headcount
76th
Percentile by assets National rank
$63,883
Avg per participant Low balance/head
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Official DOL plan name: Koopman Lumber, Inc. 401(k) Profit Sharing Plan · Sponsored by Koopman Lumber Company, Inc. · Massachusetts · Retail Trade

$24M in assets, 379 participants

Koopman Lumber Company, Inc.'s Koopman Lumber, Inc. 401(k) Profit Sharing Plan reported $24M in total assets and 379 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,166 in Retail Trade (8,414 peers)

Where Koopman Lumber, Inc. 401(k) Profit Sharing Plan sits by assets

Koopman Lumber, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $24M for 379 participants (~$63,883/participant), up 26.6% in 2023.

#7,166
in Retail Trade (8,414 peers)
+26.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Koopman Lumber, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Koopman Lumber, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,211,591 Top 24% higher than 76% 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

Koopman Lumber, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koopman Lumber, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (379 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koopman Lumber, Inc. 401(k) Profit Sharing Plan reported net income rose from -$438K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Koopman Lumber, Inc. 401(k) Profit Sharing Plan reported participants rose from 298 in the plan year 2022 filing to 379 in the plan year 2023 filing.
  • Koopman Lumber, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042514435 · Koopman Lumber Company, Inc. PY 2023 · 401(k)

Koopman Lumber, Inc. 401(k) Profit Sharing Plan · $24M · 379 · 76th

  • IND $24M
  • IND 379
  • IND 76th
  • IND 401(k)
  • IND near Hearthside Food Solutions Union 401(k) Plan
  • IND ind #7166

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 Retail Trade retirement plans → · Plans in Massachusetts →

Koopman Lumber, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Koopman Lumber, Inc. 401(k) Profit Sharing PlanKoopman Lumber, Inc. 401(k) …$24MHearthside Food Solutions Union 401(k) PlanHearthside Food Solutions Un…$24MCommunity Health Group 401(k) PlanCommunity Health Group 401(k…$24MVentiv Technology Inc. 401(k) PlanVentiv Technology Inc. 401(k…$24MCust-O-Fab 401(k) Plan$24M
End-of-year total assets ($M) among Koopman Lumber, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN042514435
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koopman Lumber Company, Inc.)

Sponsor-wide plan assets over time

All Koopman Lumber Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 54.717617726924196% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.1M $29.6M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 298 $19M
2023 1 379 $24M
2024 1 398 $30M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Koopman Lumber, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Koopman Lumber, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.024211591 · Participants: 379Koopman Lumber, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Koopman Lumber, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Koopman Lumber, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Koopman Lumber, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hearthside Food Solutions Union 401(k) Plan in IL ($24M); by covered participants it is Excelsior Defense Inc Retirement Plan in FL (379 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (379 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 Koopman Lumber, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Koopman Lumber, Inc. 401(k) Profit Sharing Plan grew sharply - up 26.6% during 2023, from $19M to $24M. Reported net income was $5M.
How have Koopman Lumber Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koopman Lumber Company, Inc.'s sponsor-wide assets grew 54.7%, from $19M to $30M.
Where does Koopman Lumber, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Koopman Lumber, Inc. 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Koopman Lumber, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hearthside Food Solutions Union 401(k) Plan in IL ($24M, 1,050 participants).
Which 401(k) plans cover a similar participant headcount to Koopman Lumber, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Excelsior Defense Inc Retirement Plan in FL (379 participants, $2M 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 042514435.

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.