ESOP · DOL Form 5500 · 2023

Lumber King, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
57
Participants Small participant base
61st
Percentile by assets National rank
$196,810
Avg per participant Above avg balance/head
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Official DOL plan name: Lumber King, Inc. Employee Stock Ownership Plan · Sponsored by Lumber King, Inc. · Kentucky · Retail Trade

$11M in assets, 57 participants

Lumber King, Inc.'s Lumber King, Inc. Employee Stock Ownership Plan reported $11M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,057 in Retail Trade (8,414 peers)

Lumber King, Inc. multi-year trail

Lumber King, Inc.'s plans moved +42.9% in assets from 2022 to 2024; this filing shows Lumber King, Inc. Employee Stock Ownership Plan at $11M / 57 participants.

#6,057
in Retail Trade (8,414 peers)
+32.7%
assets growth YoY

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

Lumber King, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,218,163 Top 39% higher than 61% 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 King, Inc. Employee Stock Ownership Plan 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 King, Inc. Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lumber King, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Lumber King, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lumber King, Inc. Employee Stock Ownership Plan reported participants fell from 59 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610569353 · Lumber King, Inc. PY 2023 · ESOP

Lumber King, Inc. Employee Stock Ownership Plan · $11M · 57 · 61st

  • PCT $11M
  • PCT 57
  • PCT 61st
  • PCT ESOP
  • PCT near Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan
  • PCT ind #6057

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 Kentucky →

Lumber King, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Peck's Market, Inc. Employee Stock Ownership PlanPeck's Market, Inc. Employee…$11MStockgrowers State Bank Employee Stock Ownership PlanStockgrowers State Bank Empl…$11MLumber King, Inc. Employee Stock Ownership PlanLumber King, Inc. Employee S…$11MKreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership PlanKreg Enterprises, Inc. Dba K…$11MNotch Employee Stock Ownership PlanNotch Employee Stock Ownersh…$11M
End-of-year total assets ($M) among Lumber King, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lumber King, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$12M 42.906446120407026% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.46M $12.1M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 59 $8M
2023 1 57 $11M
2024 1 59 $12M

Lumber King, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN610569353
Plan Effective Date1992-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Lumber King, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Lumber King, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011218163 · Participants: 57Lumber King, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Lumber King, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Lumber King, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan in IA ($11M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 King, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lumber King, Inc. Employee Stock Ownership Plan surged - up 32.7% during 2023, from $8M to $11M. Reported net income was $3M.
How have Lumber King, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumber King, Inc.'s sponsor-wide assets grew 42.9%, from $8M to $12M.
Which ESOP plans are similar in size to Lumber King, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan in IA ($11M, 162 participants).
Which ESOP plans cover a similar participant headcount to Lumber King, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants, $10M 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 610569353.

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.