401(k) · DOL Form 5500 · 2023

Lumbermens Merchandising Corporation 401(k) Plan

Data updated 2026-08-11

$101M
Total assets: 191
Participants: 91st
Percentile by assets: $529,123
Avg per participant

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.

91st percentile by assets (of 127,072 plans)
#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.

$101M
total plan assets (2023 EOY): 191
covered participants: 91st
percentile by assets (of 127,072 plans): $529,123
avg assets per participant

Where Lumbermens Merchandising Corporation Savings and Retirement Plan sits 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 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.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Wholesale Trade

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Lumbermens Merchandising Corporation Savings and Retirement Plan reports 191 participants - about 23% of that state average ($101M EOY assets).

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)

Total plan assets by year, all Lumbermens Merchandising Corporation plans on file

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.

Lumbermens Merchandising Corporation Savings and Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Compare Lumbermens Merchandising Corporation Sav… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lumbermens Merchandising Corporation Savings and Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Lumbermens Merchandising Corporation Savings and Retirement Plan assets move in 2023? ▼

Lumbermens Merchandising Corporation Savings and Retirement Plan grew at a solid clip - up 11.8% during 2023, from $90M to $101M. Reported net income was $11M.

How have Lumbermens Merchandising Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lumbermens Merchandising Corporation's sponsor-wide assets grew 9.6%, from $90M to $99M.

Where does Lumbermens Merchandising Corporation Savings and Retirement Plan rank by assets among Form 5500 filers? ▼

Lumbermens Merchandising Corporation Savings and Retirement Plan ranks in the 91st 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 Lumbermens Merchandising Corporation Savings and Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Anchor Glass Container Corporation Hourly Employees' Supplemental Retirement Plan in FL ($101M, 1,264 participants).

Next read for Lumbermens Merchandising Corporation Sav…

Filing takeaways

Ways to act on Lumbermens Merchandising Corporation Savings and Retirement Plan's numbers.

By total assets, Lumbermens Merchandising Corporation Savings and Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Lumbermens Merchandising Corporation's sponsor-wide assets have grown 9.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 230825150.