401(k) · DOL Form 5500 · 2023

Lumbermen's, Inc. 401(k) Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
506
Participants Below avg headcount
92nd
Percentile by assets National rank
$224,144
Avg per participant Above avg balance/head
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Official DOL plan name: Lumbermen's Employee Stock Ownership and Savings Plan · Sponsored by Lumbermen's, Inc. · Michigan · Wholesale Trade

$113M in assets, 506 participants

Lumbermen's, Inc.'s Lumbermen's Employee Stock Ownership and Savings Plan reported $113M in total assets and 506 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,903 in Wholesale Trade (6,309 peers)

Where Lumbermen's Employee Stock Ownership and Savings Plan sits by assets

Lumbermen's Employee Stock Ownership and Savings Plan sits in the top 10% of all filed plans by assets, $113M for 506 participants (~$224,144/participant), up 3.8% in 2023.

#5,903
in Wholesale Trade (6,309 peers)
+3.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Lumbermen's Employee Stock Ownership and Savings Plan's outsized position by total assets

Lumbermen's Employee Stock Ownership and Savings Plan vs every filed plan by assets

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

$113,416,624 Top 8% higher than 92% 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

Lumbermen's Employee Stock Ownership and 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. Lumbermen's Employee Stock Ownership and Savings Plan sits mid-pack in the medium band (506 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lumbermen's Employee Stock Ownership and Savings Plan reported net income fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lumbermen's Employee Stock Ownership and Savings Plan reported participants rose from 450 in the plan year 2022 filing to 506 in the plan year 2023 filing.
  • Lumbermen's Employee Stock Ownership and Savings Plan end-of-year assets rose from $109M in the plan year 2022 filing to $113M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 383367986 · Lumbermen's, Inc. PY 2023 · 401(k)

Lumbermen's Employee Stock Ownership and Savings Plan · $113M · 506 · 92nd

  • 5500 $113M
  • 5500 506
  • 5500 92nd
  • 5500 401(k)
  • 5500 near The Moore 401(k) Retirement Savings Plan
  • 5500 ind #5903

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 Wholesale Trade retirement plans → · Plans in Michigan →

Lumbermen's Employee Stock Ownership and Savings Plan in the asset neighbourhood

Lumbermen's Employee Stock Ownership and Savings PlanLumbermen's Employee Stock O…$113MThe Moore 401(k) Retirement Savings PlanThe Moore 401(k) Retirement …$113MEastern Radiologists, Inc. Profit Sharing Plan and TrustEastern Radiologists, Inc. P…$113MThe Vollrath Company, LLC Savings & Profit Sharing PlanThe Vollrath Company, LLC Sa…$113MRing's End, Incorporated Profit-Sharing PlanRing's End, Incorporated Pro…$113M
End-of-year total assets ($M) among Lumbermen's Employee Stock Ownership and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$108M
Net Income$4M
Employer EIN383367986
Plan Effective Date1969-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumbermen's, Inc.)

Sponsor-wide plan assets over time

All Lumbermen's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$122M 11.462033515970587% vs 2022
2024 filing year
$105M$110M$115M$120M$125M 202220232024 $109M $122M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 450 $109M
2023 1 506 $113M
2024 1 513 $122M

Nearby 401(k) Plans in Michigan

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

Lumbermen's Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Lumbermen's Employee Stock Ownership and Savings Plan, Total assets ($B): 0.113416624 · Participants: 506Lumbermen's Employee Stock Ownership and Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Lumbermen's Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Lumbermen's Employee Stock Ownership and Savings Plan side-by-side with 3 peers →

Lumbermen's Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is The Moore 401(k) Retirement Savings Plan in OK ($113M); by covered participants it is Sita Employee 401(k) Savings Plan in GA (506 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (506 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 Lumbermen's Employee Stock Ownership and Savings Plan assets move in 2023? ▼
Lumbermen's Employee Stock Ownership and Savings Plan edged up modestly - up 3.8% during 2023, from $109M to $113M. Reported net income was $4M.
How have Lumbermen's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumbermen's, Inc.'s sponsor-wide assets grew 11.5%, from $109M to $122M.
Where does Lumbermen's Employee Stock Ownership and Savings Plan rank by assets among Form 5500 filers? ▼
Lumbermen's Employee Stock Ownership and Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lumbermen's Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Moore 401(k) Retirement Savings Plan in OK ($113M, 3,577 participants).
Which 401(k) plans cover a similar participant headcount to Lumbermen's Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sita Employee 401(k) Savings Plan in GA (506 participants, $271M 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 383367986.

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.