401(k) · DOL Form 5500 · 2023

Shaw/Stewart Lumber Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
111
Participants Small participant base
66th
Percentile by assets National rank
$129,648
Avg per participant Near avg balance/head
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Official DOL plan name: Shaw/Stewart Lumber Company Salary Savings Plan · Sponsored by Shaw/Stewart Lumber Company · Minnesota · Retail Trade

$14M in assets, 111 participants

Shaw/Stewart Lumber Company's Shaw/Stewart Lumber Company Salary Savings Plan reported $14M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,483 in Retail Trade (8,414 peers)

Coverage in Minnesota

Shaw/Stewart Lumber Company Salary Savings Plan covers 111 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.

#6,483
in Retail Trade (8,414 peers)
+19.2%
assets growth YoY

Shaw/Stewart Lumber Company Salary Savings Plan's mid-pack asset rank among Retail Trade and all filers

Shaw/Stewart Lumber Company Salary Savings Plan vs every filed plan by assets

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

$14,390,932 Top 34% higher than 66% 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

Shaw/Stewart Lumber Company Salary Savings 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. Shaw/Stewart Lumber Company Salary Savings Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shaw/Stewart Lumber Company Salary Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Shaw/Stewart Lumber Company Salary Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Shaw/Stewart Lumber Company Salary Savings Plan reported participants rose from 104 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410535530 · Shaw/Stewart Lumber Company PY 2023 · 401(k)

Shaw/Stewart Lumber Company Salary Savings Plan · $14M · 111 · 66th

  • TYPE $14M
  • TYPE 111
  • TYPE 66th
  • TYPE 401(k)
  • TYPE near Allegheny Millwork 401(k) Plan
  • TYPE ind #6483

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 Minnesota →

Shaw/Stewart Lumber Company Salary Savings Plan in the asset neighbourhood

Shaw/Stewart Lumber Company Salary Savings PlanShaw/Stewart Lumber Company …$14MAllegheny Millwork 401(k) PlanAllegheny Millwork 401(k) Pl…$14MComplete Children's Health, P.C. 401(k) Profit Sharing PlanComplete Children's Health, …$14MCalifornia Society of Cpas 401(k) PlanCalifornia Society of Cpas 4…$14MCummins-Wagner Company, Inc. 401(k) Retirement PlanCummins-Wagner Company, Inc.…$14M
End-of-year total assets ($M) among Shaw/Stewart Lumber Company Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN410535530
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shaw/Stewart Lumber Company)

Sponsor-wide plan assets over time

All Shaw/Stewart Lumber Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.09408167293993% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.1M $17.3M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 104 $12M
2023 1 111 $14M
2024 1 102 $17M

Nearby 401(k) Plans in Minnesota

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

Shaw/Stewart Lumber Company Salary Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Shaw/Stewart Lumber Company Salary Savings Plan, Total assets ($B): 0.014390932 · Participants: 111Shaw/Stewart Lumber Company Salary Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Shaw/Stewart Lumber Company Salary Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Shaw/Stewart Lumber Company Salary Savings Plan side-by-side with 3 peers →

Shaw/Stewart Lumber Company Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Allegheny Millwork 401(k) Plan in PA ($14M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Shaw/Stewart Lumber Company Salary Savings Plan assets move in 2023? ▼
Shaw/Stewart Lumber Company Salary Savings Plan grew sharply - up 19.2% during 2023, from $12M to $14M. Reported net income was $2M.
How have Shaw/Stewart Lumber Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shaw/Stewart Lumber Company's sponsor-wide assets grew 43.1%, from $12M to $17M.
Which 401(k) plans are similar in size to Shaw/Stewart Lumber Company Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allegheny Millwork 401(k) Plan in PA ($14M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Shaw/Stewart Lumber Company Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M 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 410535530.

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.