401(k) · DOL Form 5500 · 2023
O. C. Cluss Lumber Company 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 121
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $109,170
- Avg per participant Below avg balance/head
Official DOL plan name: O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust · Sponsored by O. C. Cluss Lumber Company · Pennsylvania · Retail Trade
$13M in assets, 121 participants
O. C. Cluss Lumber Company's O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #6,334 in Retail Trade (8,414 peers)
Coverage in Pennsylvania
O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust covers 121 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.
- #6,334
- in Retail Trade (8,414 peers)
- +10.0%
- assets growth YoY
O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers
O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,209,512 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust 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. O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (121 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust reported participants rose from 104 in the plan year 2022 filing to 121 in the plan year 2023 filing.
- O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 250410150 · O. C. Cluss Lumber Company PY 2023 · 401(k)
O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust · $13M · 121 · 65th
- 5500 $13M
- ASSETS 121
- PCT 65th
- EIN 401(k)
- RANK near Rocket Industrial Employee's 401(k) Retirement Plan
- PHOTO ind #6334
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 Pennsylvania →
O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 250410150 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O. C. Cluss Lumber Company)
Sponsor-wide plan assets over time
All O. C. Cluss Lumber Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 22.723419331481598% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $12M |
| 2023 | 1 | 121 | $13M |
| 2024 | 1 | 116 | $15M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Rocket Industrial Employee's 401(k) Retirement Plan in WI ($13M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- Redwood School & Rehabilitation Center, Inc. 401(k) Plan (OH) 121 · 0 off
- The Jane Pauley Community Health (IN) 121 · 0 off
- Chickasaw Community Bank 401(k) Plan (OK) 121 · 0 off
- Meathead Movers, Inc. 401(k) Profit Sharing Plan (CA) 121 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.