401(k) · DOL Form 5500 · 2023

U.S. Lumber Group LLC 401(k) Plan

Data updated 2026-08-25

$178M
Total assets Near avg plan size
3,730
Participants Above avg headcount
94th
Percentile by assets National rank
$47,822
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: U.S. Lumber Group, LLC 401(k) Plan · Sponsored by U.S. Lumber Group LLC · Georgia · Wholesale Trade

$178M in assets, 3,730 participants

U.S. Lumber Group LLC's U.S. Lumber Group, LLC 401(k) Plan reported $178M in total assets and 3,730 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.

  • #6,032 in Wholesale Trade (6,309 peers)

Coverage in Georgia

U.S. Lumber Group, LLC 401(k) Plan covers 3,730 participants in Georgia, 3.4x the typical Georgia plan (state average ~1,096 per filing). Assets: $178M.

#6,032
in Wholesale Trade (6,309 peers)
+46.1%
assets growth YoY
1.8×
vs typical plan assets (national mean)

U.S. Lumber Group, LLC 401(k) Plan's outsized position by total assets

U.S. Lumber Group, LLC 401(k) Plan vs every filed plan by assets

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

$178,376,402 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

U.S. Lumber Group, LLC 401(k) Plan'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. U.S. Lumber Group, LLC 401(k) Plan lands in the large band (3,730 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U.S. Lumber Group, LLC 401(k) Plan reported net income rose from $34M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • U.S. Lumber Group, LLC 401(k) Plan end-of-year assets rose from $122M in the plan year 2022 filing to $178M in the plan year 2023 filing.
  • U.S. Lumber Group, LLC 401(k) Plan reported participants rose from 3,333 in the plan year 2022 filing to 3,730 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 274877902 · U.S. Lumber Group LLC PY 2023 · 401(k)

U.S. Lumber Group, LLC 401(k) Plan · $178M · 3,730 · 94th

  • VS-ST $178M
  • BOY 3,730
  • SCH 94th
  • EBSA 401(k)
  • PART near The Philadelphia Inquirer, Pbc 401(k) Retirement Plan
  • TYPE ind #6032

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 Wholesale Trade retirement plans → · Plans in Georgia →

U.S. Lumber Group, LLC 401(k) Plan in the asset neighbourhood

Carousel Industries of North America, Inc. 401(k) Plan and TrustCarousel Industries of North…$178MU.S. Lumber Group, LLC 401(k) PlanU.S. Lumber Group, LLC 401(k…$178MThe Philadelphia Inquirer, Pbc 401(k) Retirement PlanThe Philadelphia Inquirer, P…$178MBuchalter 401(k) Plan$178MBuckle 401(k) Plan$178M
End-of-year total assets ($M) among U.S. Lumber Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$178M
Net Income$56M
Employer EIN274877902
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Lumber Group LLC)

Sponsor-wide plan assets over time

All U.S. Lumber Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$214M 75.29044145108274% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $122M $214M ▲ +75.3%
Year Plans Participants Total Assets
2022 1 3,333 $122M
2023 1 3,730 $178M
2024 1 3,951 $214M

Nearby 401(k) Plans in Georgia

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

U.S. Lumber Group, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants U.S. Lumber Group, LLC 401(k) Plan, Total assets ($B): 0.178376402 · Participants: 3730U.S. Lumber Group, LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
U.S. Lumber Group, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare U.S. Lumber Group, LLC 401(k) Plan side-by-side with 3 peers →

U.S. Lumber Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is The Philadelphia Inquirer, Pbc 401(k) Retirement Plan in PA ($178M); by covered participants it is Transdev North America, Inc. 401(k) Plan for Non-Collectively Bargained Employees in IL (3,731 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($178M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,730 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 U.S. Lumber Group, LLC 401(k) Plan assets move in 2023? ▼
U.S. Lumber Group, LLC 401(k) Plan surged - up 46.1% during 2023, from $122M to $178M. Reported net income was $56M.
How have U.S. Lumber Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Lumber Group LLC's sponsor-wide assets grew 75.3%, from $122M to $214M.
Where does U.S. Lumber Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
U.S. Lumber Group, LLC 401(k) Plan 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 401(k) plans are similar in size to U.S. Lumber Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Philadelphia Inquirer, Pbc 401(k) Retirement Plan in PA ($178M, 615 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Lumber Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Transdev North America, Inc. 401(k) Plan for Non-Collectively Bargained Employees in IL (3,731 participants, $130M 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 274877902.

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.