401(k) · DOL Form 5500 · 2023

Von Tobel Corporation 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
137
Participants Small participant base
59th
Percentile by assets National rank
$74,061
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Von Tobel Lumber Retirement Savings Plan · Sponsored by Von Tobel Corporation · Indiana · Retail Trade

$10M in assets, 137 participants

Von Tobel Corporation's Von Tobel Lumber Retirement Savings Plan reported $10M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,870 in Retail Trade (8,414 peers)

Coverage in Indiana

Von Tobel Lumber Retirement Savings Plan covers 137 participants in Indiana, about 25% of the average Indiana filer (state average ~541 per filing). Assets: $10M.

#5,870
in Retail Trade (8,414 peers)
+21.0%
assets growth YoY

Von Tobel Lumber Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Von Tobel Lumber Retirement Savings Plan vs every filed plan by assets

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

$10,146,360 Top 41% higher than 59% 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

Von Tobel Lumber Retirement Savings 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. Von Tobel Lumber Retirement Savings Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Von Tobel Lumber Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Von Tobel Lumber Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Von Tobel Lumber Retirement Savings Plan reported participants fell from 145 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351182953 · Von Tobel Corporation PY 2023 · 401(k)

Von Tobel Lumber Retirement Savings Plan · $10M · 137 · 59th

  • PART $10M
  • PART 137
  • PART 59th
  • PART 401(k)
  • PART near Cirks Construction, Inc. 401(k) Plan
  • PART ind #5870

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 Indiana →

Von Tobel Lumber Retirement Savings Plan in the asset neighbourhood

Von Tobel Lumber Retirement Savings PlanVon Tobel Lumber Retirement …$10MCirks Construction, Inc. 401(k) PlanCirks Construction, Inc. 401…$10MPremier Transportation Employee Retirement Savings 401(k) PlanPremier Transportation Emplo…$10MFirst Federal Bank 401(k)Plan$10MCoblentz Distributing 401(k) PlanCoblentz Distributing 401(k)…$10M
End-of-year total assets ($M) among Von Tobel Lumber Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN351182953
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Von Tobel Corporation)

Sponsor-wide plan assets over time

All Von Tobel Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$44M 21.64041937817534% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.4M $44.3M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 291 $36M
2023 2 277 $41M
2024 2 270 $44M

Nearby 401(k) Plans in Indiana

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

Von Tobel Lumber Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Von Tobel Lumber Retirement Savings Plan, Total assets ($B): 0.01014636 · Participants: 137Von Tobel Lumber Retirement Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Von Tobel Lumber Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Von Tobel Lumber Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Cirks Construction, Inc. 401(k) Plan in CA ($10M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Von Tobel Lumber Retirement Savings Plan assets move in 2023?
Von Tobel Lumber Retirement Savings Plan grew sharply - up 21.0% during 2023, from $8M to $10M. Reported net income was $2M.
How have Von Tobel Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Von Tobel Corporation's sponsor-wide assets grew 21.6%, from $36M to $44M.
Which 401(k) plans are similar in size to Von Tobel Lumber Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Cirks Construction, Inc. 401(k) Plan in CA ($10M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Von Tobel Lumber Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M in assets).