401(k) · DOL Form 5500 · 2023
Sorrento Lumber Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $25,107
- Avg per participant Low balance/head
Official DOL plan name: Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Sorrento Lumber Co., Inc. · Louisiana · Wholesale Trade
$2M in assets, 99 participants
Sorrento Lumber Co., Inc.'s Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #1,398 in Wholesale Trade (6,309 peers)
Sorrento Lumber Co., Inc. multi-year trail
Sorrento Lumber Co., Inc.'s plans moved +20.9% in assets from 2022 to 2024; this filing shows Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust at $2M / 99 participants.
- #1,398
- in Wholesale Trade (6,309 peers)
- +16.2%
- assets growth YoY
Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,485,558 33rd percentile higher than 33% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$381K in the plan year 2022 filing to $349K in the plan year 2023 filing.
- Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 94 in the plan year 2022 filing to 99 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 720803531 · Sorrento Lumber Co., Inc. PY 2023 · 401(k)
Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust · $2M · 99 · 33rd
- SCH $2M
- EBSA 99
- PART 33rd
- TYPE 401(k)
- NET near East Coast Truck & Trailer Sales, Inc. 401(k) Plan
- BOOK ind #1398
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 Louisiana →
Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Sorrento Lumber Co., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sorrento Lumber Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 20.943892938805476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $2M |
| 2023 | 1 | 99 | $2M |
| 2024 | 1 | 93 | $3M |
Sorrento Lumber Co., Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $349K |
| Employer EIN | 720803531 |
| Plan Effective Date | 2017-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is East Coast Truck & Trailer Sales, Inc. 401(k) Plan in VA ($2M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Arj Infusion Services, Inc. Employees Savings Trust (KS) 99 · 0 off
- Burns Pest Elimination, Inc. 401(k) Plan (AZ) 99 · 0 off
- Develey USA 401(k) Plan (TN) 99 · 0 off
- U.S. Paint Employees Retirement Plan (MO) 99 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.