Defined Benefit (Pension) · DOL Form 5500 · 2023

Anderson-Tully Lumber Company Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: N/A
Participants Small participant base: 67th
Percentile by assets National rank

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Official DOL plan name: Anderson-Tully Hourly Employees' Pension Plan · Sponsored by Anderson-Tully Lumber Company · Mississippi · Manufacturing

$15M in assets, N/A participants

Anderson-Tully Lumber Company's Anderson-Tully Hourly Employees' Pension Plan reported $15M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

#10,413 in Manufacturing (18,722 peers)

Anderson-Tully Lumber Company multi-year trail

Anderson-Tully Lumber Company's plans moved -57.4% in assets from 2022 to 2024; this filing shows Anderson-Tully Hourly Employees' Pension Plan at $15M / N/A participants.

#10,413
in Manufacturing (18,722 peers): +6.7%
assets growth YoY

Anderson-Tully Hourly Employees' Pension Plan's outsized position by total assets

Anderson-Tully Hourly Employees' Pension Plan vs every filed plan by assets

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

$14,983,878 Top 33% higher than 67% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Anderson-Tully Hourly Employees' Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $947K in the plan year 2023 filing.
Anderson-Tully Hourly Employees' Pension Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621720411 · Anderson-Tully Lumber Company PY 2023 · Defined Benefit (Pension)

Anderson-Tully Hourly Employees' Pension Plan · $15M · N/A · 67th

PHOTO $15M
PHOTO N/A
PHOTO 67th
PHOTO Defined Benefit (Pension)
PHOTO near William Grant & Sons, Inc. Pension Plan
PHOTO ind #10413

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 Manufacturing retirement plans → · Plans in Mississippi →

End-of-year total assets ($M) among Anderson-Tully Hourly Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Anderson-Tully Lumber Company multi-year asset trail

Latest sponsor-wide plan assets: $10M 57.35095721987003% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	6	$23M
2023	1	N/A	$15M
2024	1	6	$10M

Anderson-Tully Lumber Company filing trail (2023)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$15M
Net Income	$947K
Employer EIN	621720411
Plan Effective Date	1971-11-15
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Anderson-Tully Hourly Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants

Hancock Whitney Corporation Pension Plan $746M · 1,723
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement $492M · 1,837
Sfb Casualty Ins Co Retirement Plan $431M · 1,492
Cadence Retirement Plan and Trust Agreement $338M · 4,758
Southern Farm Bureau Life Insurance Company Retirement Plan $230M · 607

Compare Anderson-Tully Hourly Employees' Pension Plan side-by-side with 3 peers →

Anderson-Tully Hourly Employees' Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Mississippi, the nearest Defined Benefit (Pension) by end-of-year assets is William Grant & Sons, Inc. Pension Plan in NJ at $15M (this filing: $15M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

William Grant & Sons, Inc. Pension Plan (NJ) $15M · 8
Pension Plan for the Staff of the Ct Laborers Fund (CT) $15M · 24
Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund (WY) $15M · N/A
Engineered Precision Casting Company Retirement Plan (NJ) $15M · 57

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 Anderson-Tully Hourly Employees' Pension Plan assets move in 2023? ▼

Anderson-Tully Hourly Employees' Pension Plan grew at a solid clip - up 6.7% during 2023, from $14M to $15M. Reported net income was $947K.

How have Anderson-Tully Lumber Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Anderson-Tully Lumber Company's sponsor-wide assets declined 57.4%, from $23M to $10M.

Which Defined Benefit (Pension) plans are similar in size to Anderson-Tully Hourly Employees' Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is William Grant & Sons, Inc. Pension Plan in NJ ($15M, 8 participants).

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 621720411.