401(k) · DOL Form 5500 · 2023
Lumbermens Merchandising Corporation 401(k) Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 191
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $529,123
- Avg per participant High balance/head
Official DOL plan name: Lumbermens Merchandising Corporation Savings and Retirement Plan · Sponsored by Lumbermens Merchandising Corporation · Pennsylvania · Wholesale Trade
$101M in assets, 191 participants
Lumbermens Merchandising Corporation's Lumbermens Merchandising Corporation Savings and Retirement Plan reported $101M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #5,866 in Wholesale Trade (6,309 peers)
Coverage in Pennsylvania
Lumbermens Merchandising Corporation Savings and Retirement Plan covers 191 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $101M.
- #5,866
- in Wholesale Trade (6,309 peers)
- +11.8%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Lumbermens Merchandising Corporation Savings and Retirement Plan's outsized position by total assets
Lumbermens Merchandising Corporation Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$101,062,497 Top 9% higher than 91% 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
Lumbermens Merchandising Corporation Savings and Retirement 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. Lumbermens Merchandising Corporation Savings and Retirement Plan sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lumbermens Merchandising Corporation Savings and Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Lumbermens Merchandising Corporation Savings and Retirement Plan end-of-year assets rose from $90M in the plan year 2022 filing to $101M in the plan year 2023 filing.
- Lumbermens Merchandising Corporation Savings and Retirement Plan reported participants rose from 177 in the plan year 2022 filing to 191 in the plan year 2023 filing.
DOL schedule card
Filing strip 230825150 · Lumbermens Merchandising Corporation PY 2023 · 401(k)
Lumbermens Merchandising Corporation Savings and Retirement Plan · $101M · 191 · 91st
- 5500 $101M
- 5500 191
- 5500 91st
- 5500 401(k)
- 5500 near Anchor Glass Container Corporation Hourly Employees' Supplemental Retirement Plan
- 5500 ind #5866
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 Pennsylvania →
Lumbermens Merchandising Corporation Savings and Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $11M |
| Employer EIN | 230825150 |
| Plan Effective Date | 1979-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lumbermens Merchandising Corporation)
Sponsor-wide plan assets over time
All Lumbermens Merchandising Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 9.63578367965241% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $90M |
| 2023 | 1 | 191 | $101M |
| 2024 | 1 | 205 | $99M |
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
Lumbermens Merchandising Corporation Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Anchor Glass Container Corporation Hourly Employees' Supplemental Retirement Plan in FL ($101M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Anchor Glass Container Corporation Hourly Employees' Supplemental Retirement Plan (FL) $101M · 1,264
- Pacific Seafood Group 401(k) Profit Sharing Plan (OR) $101M · 1,949
- Gordon Brothers Profit-Sharing Plan (MA) $101M · 222
- Vantage Specialty Chemicals 401(k) (IL) $101M · 541
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Cwb Holdings, Inc. 401(k) Plan (CO) 191 · 0 off
- Palomar Holdings, Inc. 401(k) Plan (CA) 191 · 0 off
- Johanson Dielectrics, Inc. 401(k) Retirement Plan (CA) 191 · 0 off
- Guaranty Service Group 401(k) Savings Plan (WI) 191 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.