Profit Sharing · DOL Form 5500 · 2023

Baillie Lumber Co., L.P. Profit Sharing Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
963
Participants Near avg headcount
89th
Percentile by assets National rank
$76,405
Avg per participant Below avg balance/head
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Official DOL plan name: Baillie Lumber Co., L.P. 401(k) Plan · Sponsored by Baillie Lumber Co., L.P. · New York · Wholesale Trade

$74M in assets, 963 participants

Baillie Lumber Co., L.P.'s Baillie Lumber Co., L.P. 401(k) Plan reported $74M in total assets and 963 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,722 in Wholesale Trade (6,309 peers)

Where Baillie Lumber Co., L.P. 401(k) Plan sits by assets

Baillie Lumber Co., L.P. 401(k) Plan sits in the top quartile of all filed plans by assets, $74M for 963 participants (~$76,405/participant), up 16.7% in 2023.

#5,722
in Wholesale Trade (6,309 peers)
+16.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Baillie Lumber Co., L.P. 401(k) Plan's outsized position by total assets

Baillie Lumber Co., L.P. 401(k) Plan vs every filed plan by assets

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

$73,578,392 Top 11% higher than 89% 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

Baillie Lumber Co., L.P. 401(k) 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. Baillie Lumber Co., L.P. 401(k) Plan sits mid-pack in the medium band (963 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baillie Lumber Co., L.P. 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Baillie Lumber Co., L.P. 401(k) Plan end-of-year assets rose from $63M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Baillie Lumber Co., L.P. 401(k) Plan reported participants fell from 976 in the plan year 2022 filing to 963 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161439224 · Baillie Lumber Co., L.P. PY 2023 · Profit Sharing

Baillie Lumber Co., L.P. 401(k) Plan · $74M · 963 · 89th

  • PCT $74M
  • PCT 963
  • PCT 89th
  • PCT Profit Sharing
  • PCT near Mcv Retirement Plan
  • PCT ind #5722

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 New York →

Baillie Lumber Co., L.P. 401(k) Plan in the asset neighbourhood

Mmm Holdings LLC 1081.01 Retirement Plan and TrustMmm Holdings LLC 1081.01 Ret…$74MAgilent Technologies, Inc. Deferred Profit-Sharing PlanAgilent Technologies, Inc. D…$74MBaillie Lumber Co., L.P. 401(k) PlanBaillie Lumber Co., L.P. 401…$74MMcv Retirement Plan$73MTeamsters Local 25 Investment PlanTeamsters Local 25 Investmen…$73M
End-of-year total assets ($M) among Baillie Lumber Co., L.P. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$74M
Net Income$11M
Employer EIN161439224
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baillie Lumber Co., L.P.)

Sponsor-wide plan assets over time

All Baillie Lumber Co., L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$79M 24.99507976523111% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $63M $78.8M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 976 $63M
2023 1 963 $74M
2024 1 928 $79M

Nearby Profit Sharing Plans in New York

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

Baillie Lumber Co., L.P. 401(k) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Baillie Lumber Co., L.P. 401(k) Plan, Total assets ($B): 0.073578392 · Participants: 963Baillie Lumber Co., L.P. 401(k) PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Baillie Lumber Co., L.P. 401(k) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Baillie Lumber Co., L.P. 401(k) Plan side-by-side with 3 peers →

Baillie Lumber Co., L.P. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Mcv Retirement Plan in PR ($73M); by covered participants it is Triple S Vida Retirement & Savings Plan in PR (963 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (963 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 Baillie Lumber Co., L.P. 401(k) Plan assets move in 2023? ▼
Baillie Lumber Co., L.P. 401(k) Plan grew sharply - up 16.7% during 2023, from $63M to $74M. Reported net income was $11M.
How have Baillie Lumber Co., L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baillie Lumber Co., L.P.'s sponsor-wide assets grew 25.0%, from $63M to $79M.
Where does Baillie Lumber Co., L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Baillie Lumber Co., L.P. 401(k) Plan ranks in the 89th 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 Profit Sharing plans are similar in size to Baillie Lumber Co., L.P. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mcv Retirement Plan in PR ($73M, 138 participants).
Which Profit Sharing plans cover a similar participant headcount to Baillie Lumber Co., L.P. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Triple S Vida Retirement & Savings Plan in PR (963 participants, $33M 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 161439224.

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.