ESOP · DOL Form 5500 · 2023

Columbia Forest Products ESOP

Data updated 2026-08-25

$182M
Total assets Near avg plan size
1,330
Participants Near avg headcount
94th
Percentile by assets National rank
$136,621
Avg per participant Near avg balance/head
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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.

  • #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.

#17,088
in Manufacturing (18,722 peers)
-1.1%
assets change YoY
1.8×
vs typical plan assets (national mean)

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$181,705,477 Top 6% higher than 94% 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

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust lands in the large band (1,330 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 930672034 · Columbia Forest Products PY 2023 · ESOP

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust · $182M · 1,330 · 94th

  • PCT $182M
  • PCT 1,330
  • PCT 94th
  • PCT ESOP
  • PCT near Rteam Management, Inc. Employee Stock Ownership Plan
  • PCT ind #17088

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 What is an ESOP? → · Plans in North Carolina →

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Manson Construction Co. Non-Craft Employee Stock Ownership PlanManson Construction Co. Non-…$183MRteam Management, Inc. Employee Stock Ownership PlanRteam Management, Inc. Emplo…$183MColumbia Forest Products, Inc. Employee Stock Ownership Plan and TrustColumbia Forest Products, In…$182MClune Construction Company Employee Stock Ownership PlanClune Construction Company E…$180MKeller, Inc. Employee Stock Ownership Plan & TrustKeller, Inc. Employee Stock …$178M
End-of-year total assets ($M) among Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$184M
Net Assets (End of Year)$182M
Net Income$910K
Employer EIN930672034
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Forest Products)

Sponsor-wide plan assets over time

All Columbia Forest Products plans reported in each filing year

Latest sponsor-wide plan assets
$274M 8.39717922249153% vs 2022
2024 filing year
$250M$260M$270M$280M 202220232024 $252M $274M ▲ +8.4%
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 Scatter plot of 6 data points. 050010001500 50100150200 Total assets ($M) Participants Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($M): 83.891949 · Participants: 867Mckim & Creed, Inc. Employee Stock Ownership Plan
Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Rteam Management, Inc. Employee Stock Ownership Plan in OH ($183M); by covered participants it is Scs Engineers Employee Stock Ownership Plan in CA (1,332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,330 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 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).
Which ESOP plans cover a similar participant headcount to Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Scs Engineers Employee Stock Ownership Plan in CA (1,332 participants, $229M 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 930672034.

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.