401(k) ยท DOL Form 5500 ยท 2023

Marling Lumber Company Employees 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$5M
Total assets
92
Participants
15th
Percentile by assets

Sponsored by Marling Lumber Company ยท Wisconsin ยท Retail Trade

What the 2023 filing shows

Marling Lumber Company Employees 401(k) Profit Sharing Plan holds $5M for 92 participants - about $52,381 per participant, among the smaller plans by assets on file, up 19.4% over the 2023 plan year.

$5M
total plan assets (2023 EOY)
92
covered participants
15th
percentile by assets (of 72,800 plans)
$52,381
avg assets per participant
Total Assets (2023)
$5M
Participants
92
State
Industry
Retail Trade

What the Filing Says About Marling Lumber Company Employees 401(k) Profit Sharing Plan

Marling Lumber Company Employees 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Marling Lumber Company, headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 92 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 390452030, and the plan has been effective since 1956-03-23. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2023 to $5M at year-end - a gain of 19.4%. Net assets (after liabilities) closed the year at $5M, with reported net income of $783K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$783K
Plan Type401(k)
Employer EIN390452030
Plan Effective Date1956-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Marling Lumber Company)

Year Plans Participants Total Assets
2022 1 92 $4M
2023 1 92 $5M

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Frequently Asked Questions

How much money is in the Marling Lumber Company Employees 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Marling Lumber Company Employees 401(k) Profit Sharing Plan holds $5M in total assets with 92 participants. It is sponsored by Marling Lumber Company.
What type of plan is Marling Lumber Company Employees 401(k) Profit Sharing Plan?
Marling Lumber Company Employees 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1956-03-23. The plan is filed with the U.S. Department of Labor under EIN 390452030.
Who sponsors the Marling Lumber Company Employees 401(k) Profit Sharing Plan?
Marling Lumber Company Employees 401(k) Profit Sharing Plan is sponsored by Marling Lumber Company, located in Wisconsin. The sponsor's EIN is 390452030 and the plan operates in the Retail Trade industry.
How did Marling Lumber Company Employees 401(k) Profit Sharing Plan perform in 2023?
Marling Lumber Company Employees 401(k) Profit Sharing Plan grew by 19.4% during 2023, moving from $4M to $5M in total assets. Net income was $783K.
Where can I find official filings for Marling Lumber Company Employees 401(k) Profit Sharing Plan?
Official Form 5500 filings for Marling Lumber Company Employees 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390452030 or plan name at efast.dol.gov.
How does Marling Lumber Company Employees 401(k) Profit Sharing Plan compare to other plans?
You can compare Marling Lumber Company Employees 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 390452030.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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