401(k) · DOL Form 5500 · 2023

Boehm-Madisen Lumber Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
32
Participants Small participant base
44th
Percentile by assets National rank
$153,728
Avg per participant Above avg balance/head
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Official DOL plan name: Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan · Sponsored by Boehm-Madisen Lumber Company · Wisconsin · Wholesale Trade

$5M in assets, 32 participants

Boehm-Madisen Lumber Company's Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan reported $5M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,098 in Wholesale Trade (6,309 peers)

Boehm-Madisen Lumber Company multi-year trail

Boehm-Madisen Lumber Company's plans moved +13.5% in assets from 2022 to 2024; this filing shows Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan at $5M / 32 participants.

#2,098
in Wholesale Trade (6,309 peers)
+21.5%
assets growth YoY

Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan vs every filed plan by assets

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

$4,919,309 44th percentile higher than 44% 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

Boehm-Madisen Lumber Co Cash or Deferred 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. Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan reported net income rose from $435K in the plan year 2022 filing to $871K in the plan year 2023 filing.
  • Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan reported participants fell from 34 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390173200 · Boehm-Madisen Lumber Company PY 2023 · 401(k)

Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan · $5M · 32 · 44th

  • ASSETS $5M
  • PCT 32
  • EIN 44th
  • RANK 401(k)
  • PHOTO near Cubex LLC 401(k) Plan
  • IND ind #2098

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 Wisconsin →

Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan in the asset neighbourhood

Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing PlanBoehm-Madisen Lumber Co Cash…$5MCubex LLC 401(k) Plan$5MBest Vinyl 401(k) Retirement PlanBest Vinyl 401(k) Retirement…$5MHospice of the Panhandle, Inc. 401(k) PlanHospice of the Panhandle, In…$5MTri-Com Technical Service Lc 401(k) Profit Sharing Plan & TrustTri-Com Technical Service Lc…$5M
End-of-year total assets ($M) among Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Boehm-Madisen Lumber Company multi-year asset trail

Sponsor-wide plan assets over time

All Boehm-Madisen Lumber Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 13.488470672630143% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.05M $4.59M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 34 $4M
2023 1 32 $5M
2024 1 34 $5M

Boehm-Madisen Lumber Company filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$871K
Employer EIN390173200
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.004919309 · Participants: 32Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cubex LLC 401(k) Plan in AZ ($5M); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan assets move in 2023?
Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan grew sharply - up 21.5% during 2023, from $4M to $5M. Reported net income was $871K.
How have Boehm-Madisen Lumber Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Boehm-Madisen Lumber Company's sponsor-wide assets grew 13.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Cubex LLC 401(k) Plan in AZ ($5M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Boehm-Madisen Lumber Co Cash or Deferred Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M in assets).