ESOP · DOL Form 5500 · 2023

Columbia Forest Products ESOP

Data updated 2026-08-11

$182M
Total assets: 1,330
Participants: 94th
Percentile by assets: $136,621
Avg per participant

Official DOL plan name: Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Columbia Forest Products · North Carolina · Manufacturing

$182M in assets, 1,330 participants

Columbia Forest Products's Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust reported $182M in total assets and 1,330 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 127,072 plans)
#17,088 in Manufacturing (18,722 peers)

Where Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust sits by assets

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $182M for 1,330 participants (~$136,621/participant), down 1.1% in 2023.

$182M
total plan assets (2023 EOY): 1,330
covered participants: 94th
percentile by assets (of 127,072 plans): $136,621
avg assets per participant

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to $910K in the plan year 2023 filing.
Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $184M in the plan year 2022 filing to $182M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

North Carolina

Industry

Manufacturing

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust vs the 2023 asset distribution

By assets, Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$184M
Net Assets (End of Year)	$182M
Net Income	$910K
Employer EIN	930672034
Plan Effective Date	1977-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Columbia Forest Products)

Total plan assets by year, all Columbia Forest Products plans on file

Year	Plans	Participants	Total Assets
2022	2	2,864	$252M
2023	2	2,982	$262M
2024	2	3,109	$274M

Nearby ESOP Plans in North Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Carolina, assets vs. participants

Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $102M · 273
State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144
Mckim & Creed, Inc. Employee Stock Ownership Plan $84M · 867

Compare Columbia Forest Products, Inc. Employee … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Rteam Management, Inc. Employee Stock Ownership Plan (OH) $183M · 588
Manson Construction Co. Non-Craft Employee Stock Ownership Plan (WA) $183M · 310
Clune Construction Company Employee Stock Ownership Plan (IL) $180M · 483
Keller, Inc. Employee Stock Ownership Plan & Trust (WI) $178M · 247

Frequently Asked Questions

How did Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust edged down modestly - down 1.1% during 2023, from $184M to $182M. Reported net income was $910K.

How have Columbia Forest Products plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Columbia Forest Products's sponsor-wide assets grew 8.4%, from $252M to $274M.

Where does Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust ranks in the 94th 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 ESOP plans are similar in size to Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Rteam Management, Inc. Employee Stock Ownership Plan in OH ($183M, 588 participants).

Next read for Columbia Forest Products, Inc. Employee …

Scale reading

Ways to act on Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
Columbia Forest Products's sponsor-wide assets have grown 8.4% since 2022 across 3 plan years on file. More Manufacturing 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 930672034.