Profit Sharing · DOL Form 5500 · 2023

Heldt Lumber Co., Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
21
Participants Small participant base
35th
Percentile by assets National rank
$131,979
Avg per participant Near avg balance/head
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Official DOL plan name: Heldt Lumber Co., Inc. Profit Sharing Plan · Sponsored by Heldt Lumber Co., Inc. · Arizona · Retail Trade

$3M in assets, 21 participants

Heldt Lumber Co., Inc.'s Heldt Lumber Co., Inc. Profit Sharing Plan reported $3M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,884 in Retail Trade (8,414 peers)

Heldt Lumber Co., Inc. multi-year trail

Heldt Lumber Co., Inc.'s plans moved +50.8% in assets from 2022 to 2024; this filing shows Heldt Lumber Co., Inc. Profit Sharing Plan at $3M / 21 participants.

#3,884
in Retail Trade (8,414 peers)
+32.5%
assets growth YoY

Heldt Lumber Co., Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Heldt Lumber Co., Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,771,569 35th percentile higher than 35% 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

Heldt Lumber Co., Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heldt Lumber Co., Inc. Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heldt Lumber Co., Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Heldt Lumber Co., Inc. Profit Sharing Plan reported net income rose from $546K in the plan year 2022 filing to $680K in the plan year 2023 filing.
  • Heldt Lumber Co., Inc. Profit Sharing Plan reported participants rose from 19 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860148002 · Heldt Lumber Co., Inc. PY 2023 · Profit Sharing

Heldt Lumber Co., Inc. Profit Sharing Plan · $3M · 21 · 35th

  • TYPE $3M
  • NET 21
  • BOOK 35th
  • VS-ST Profit Sharing
  • BOY near Tn Property Services Co. Retirement Plan
  • SCH ind #3884

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 Arizona →

Heldt Lumber Co., Inc. Profit Sharing Plan in the asset neighbourhood

Heldt Lumber Co., Inc. Profit Sharing PlanHeldt Lumber Co., Inc. Profi…$3MTn Property Services Co. Retirement PlanTn Property Services Co. Ret…$3MMichael Bigg Jr. Inc Profit SharingMichael Bigg Jr. Inc Profit …$3MSteven H. Vogel Retirement PlanSteven H. Vogel Retirement P…$3MRaymond Mascolo, D.D.S., P.C. Profit Sharing PlanRaymond Mascolo, D.D.S., P.C…$3M
End-of-year total assets ($M) among Heldt Lumber Co., Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Heldt Lumber Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heldt Lumber Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 50.783030388808825% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.09M $3.15M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 21 $3M
2024 1 19 $3M

Heldt Lumber Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$680K
Employer EIN860148002
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Heldt Lumber Co., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0204060 Total assets ($M) Participants Heldt Lumber Co., Inc. Profit Sharing Plan, Total assets ($M): 2.771569 · Participants: 21Heldt Lumber Co., Inc. Profit Sharing PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Heldt Lumber Co., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Heldt Lumber Co., Inc. Profit Sharing Plan side-by-side with 3 peers →

Heldt Lumber Co., Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Tn Property Services Co. Retirement Plan in TN ($3M); by covered participants it is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Heldt Lumber Co., Inc. Profit Sharing Plan assets move in 2023? ▼
Heldt Lumber Co., Inc. Profit Sharing Plan surged - up 32.5% during 2023, from $2M to $3M. Reported net income was $680K.
How have Heldt Lumber Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heldt Lumber Co., Inc.'s sponsor-wide assets grew 50.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Heldt Lumber Co., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tn Property Services Co. Retirement Plan in TN ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Heldt Lumber Co., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (21 participants, $18M 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 860148002.

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.