401(k) · DOL Form 5500 · 2023

Bateman Bros. Lumber Co., Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
21
Participants Small participant base
45th
Percentile by assets National rank
$242,400
Avg per participant Above avg balance/head
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Official DOL plan name: Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan · Sponsored by Bateman Bros. Lumber Co., Inc. · New Jersey · Retail Trade

$5M in assets, 21 participants

Bateman Bros. Lumber Co., Inc.'s Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan reported $5M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,642 in Retail Trade (8,414 peers)

What the 2023 filing shows

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan holds $5M for 21 participants - about $242,400 per participant, in the lower half of filed plans by assets.

#4,642
in Retail Trade (8,414 peers)
-3.1%
assets change YoY

The plan reported a net loss of $168K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,090,390 45th percentile higher than 45% 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

Bateman Bros. Lumber Co., 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. Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan reported net income fell from -$85K in the plan year 2022 filing to -$168K in the plan year 2023 filing.
  • Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan reported participants fell from 22 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231301280 · Bateman Bros. Lumber Co., Inc. PY 2023 · 401(k)

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan · $5M · 21 · 45th

  • EBSA $5M
  • EBSA 21
  • EBSA 45th
  • EBSA 401(k)
  • EBSA near Winedirect, Inc. 401(k) Plan
  • EBSA ind #4642

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 New Jersey →

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership PlanBateman Bros. Lumber Co., In…$5MWinedirect, Inc. 401(k) Plan$5MCadence Sl Windham Fresno LLC 401(k) Profit Sharing Plan & TrustCadence Sl Windham Fresno LL…$5MPerikin Enterprises 401(k) PlanPerikin Enterprises 401(k) P…$5MPediatric Dental Brands 401(k) PlanPediatric Dental Brands 401(…$5M
End-of-year total assets ($M) among Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$168K
Employer EIN231301280
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bateman Bros. Lumber Co., Inc.)

Sponsor-wide plan assets over time

All Bateman Bros. Lumber Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.088387851299097% vs 2022
2023 filing year
$5.05M$5.1M$5.15M$5.2M$5.25M$5.3M 20222023 $5.25M $5.09M ▼ -3.0%
Year Plans Participants Total Assets
2022 1 22 $5M
2023 1 21 $5M

Nearby 401(k) Plans in New Jersey

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

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00509039 · Participants: 21Bateman Bros. Lumber Co., Inc. Employee Stock Ownership PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Winedirect, Inc. 401(k) Plan in CA ($5M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan edged down modestly - down 3.1% during 2023, from $5M to $5M. Reported net income was -$168K.
How have Bateman Bros. Lumber Co., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bateman Bros. Lumber Co., Inc.'s sponsor-wide assets declined 3.1%, from $5M to $5M.
Which 401(k) plans are similar in size to Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winedirect, Inc. 401(k) Plan in CA ($5M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Bateman Bros. Lumber Co., Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 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 231301280.

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.