401(k) · DOL Form 5500 · 2023

McDonald's Lumber Company, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
166
Participants Small participant base
42nd
Percentile by assets National rank
$26,791
Avg per participant Low balance/head
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Official DOL plan name: McDonald's Lumber Company, Inc. 401(k) Plan · Sponsored by McDonald's Lumber Company, Inc. · Wisconsin · Real Estate

$4M in assets, 166 participants

McDonald's Lumber Company, Inc.'s McDonald's Lumber Company, Inc. 401(k) Plan reported $4M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,922 in Real Estate (4,727 peers)

Coverage in Wisconsin

McDonald's Lumber Company, Inc. 401(k) Plan covers 166 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#2,922
in Real Estate (4,727 peers)
+54.5%
assets growth YoY

McDonald's Lumber Company, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

McDonald's Lumber Company, Inc. 401(k) Plan vs every filed plan by assets

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

$4,447,358 42nd percentile higher than 42% 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

McDonald's Lumber Company, Inc. 401(k) 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. McDonald's Lumber Company, Inc. 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • McDonald's Lumber Company, Inc. 401(k) Plan reported net income rose from $89K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • McDonald's Lumber Company, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • McDonald's Lumber Company, Inc. 401(k) Plan reported participants rose from 127 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390887990 · McDonald's Lumber Company, Inc. PY 2023 · 401(k)

McDonald's Lumber Company, Inc. 401(k) Plan · $4M · 166 · 42nd

  • RANK $4M
  • RANK 166
  • RANK 42nd
  • RANK 401(k)
  • RANK near Patient Access Network Foundation Retirement Savings Plan
  • RANK ind #2922

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 Real Estate retirement plans → · Plans in Wisconsin →

McDonald's Lumber Company, Inc. 401(k) Plan in the asset neighbourhood

McDonald's Lumber Company, Inc. 401(k) PlanMcDonald's Lumber Company, I…$4MPatient Access Network Foundation Retirement Savings PlanPatient Access Network Found…$4MEskaton 401(k) Plan$4MKitchen Mart Inc 401(k) Profit Sharing Plan & TrustKitchen Mart Inc 401(k) Prof…$4MMichigan Pizza Hut, Inc. 401(k) PlanMichigan Pizza Hut, Inc. 401…$4M
End-of-year total assets ($M) among McDonald's Lumber Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN390887990
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (McDonald's Lumber Company, Inc.)

Sponsor-wide plan assets over time

All McDonald's Lumber Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 89.46737444331393% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.88M $5.45M ▲ +89.2%
Year Plans Participants Total Assets
2022 1 127 $3M
2023 1 166 $4M
2024 1 228 $5M

Nearby 401(k) Plans in Wisconsin

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

McDonald's Lumber Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants McDonald's Lumber Company, Inc. 401(k) Plan, Total assets ($B): 0.004447358 · Participants: 166McDonald's Lumber Company, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
McDonald's Lumber Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare McDonald's Lumber Company, Inc. 401(k) Plan side-by-side with 3 peers →

McDonald's Lumber Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Patient Access Network Foundation Retirement Savings Plan in DC ($4M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 McDonald's Lumber Company, Inc. 401(k) Plan assets move in 2023? ▼
McDonald's Lumber Company, Inc. 401(k) Plan surged - up 54.5% during 2023, from $3M to $4M. Reported net income was $2M.
How have McDonald's Lumber Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), McDonald's Lumber Company, Inc.'s sponsor-wide assets grew 89.5%, from $3M to $5M.
Which 401(k) plans are similar in size to McDonald's Lumber Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patient Access Network Foundation Retirement Savings Plan in DC ($4M, 131 participants).
Which 401(k) plans cover a similar participant headcount to McDonald's Lumber Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 390887990.

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.