Other · DOL Form 5500 · 2023
Klupenger Lumber Co., Inc. Retirement Plan
Data updated 2026-08-25
- $596K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $198,534
- Avg per participant Above avg balance/head
Official DOL plan name: Klupenger Lumber Vip Profit Sharing Plan · Sponsored by Klupenger Lumber Co., Inc. · Oregon · Wholesale Trade
$596K in assets, 3 participants
Klupenger Lumber Co., Inc.'s Klupenger Lumber Vip Profit Sharing Plan reported $596K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #623 in Wholesale Trade (6,309 peers)
What the 2023 filing shows
Klupenger Lumber Vip Profit Sharing Plan holds $596K for 3 participants - about $198,534 per participant, among the smaller plans by assets on file.
- #623
- in Wholesale Trade (6,309 peers)
- +2.2%
- assets growth YoY
Klupenger Lumber Vip Profit Sharing Plan among the smaller filed plans by assets
Klupenger Lumber Vip Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$595,601 19th percentile higher than 19% 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
Klupenger Lumber Vip Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klupenger Lumber Vip Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Klupenger Lumber Vip Profit Sharing Plan reported net income rose from -$39K in the plan year 2022 filing to $13K in the plan year 2023 filing.
- Klupenger Lumber Vip Profit Sharing Plan end-of-year assets rose from $583K in the plan year 2022 filing to $596K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 931023084 · Klupenger Lumber Co., Inc. PY 2023 · Other
Klupenger Lumber Vip Profit Sharing Plan · $596K · 3 · 19th
- NET $596K
- BOOK 3
- VS-ST 19th
- BOY Other
- SCH near Family Planning Services 403(b)Savings Plan
- EBSA ind #623
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 Oregon →
Klupenger Lumber Vip Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $583K |
|---|---|
| Net Assets (End of Year) | $596K |
| Net Income | $13K |
| Employer EIN | 931023084 |
| Plan Effective Date | 1991-03-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Klupenger Lumber Co., Inc.)
Sponsor-wide plan assets over time
All Klupenger Lumber Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $621K 6.478756320277715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $583K |
| 2023 | 1 | 3 | $596K |
| 2024 | 1 | 3 | $621K |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.7B · 14,249
- Asante 403b Plan $684M · 5,682
- St. Charles Health System Retirement Plan $625M · 4,378
- Samaritan Health Services Tax Sheltered Annuity Pl $615M · 6,234
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $316M · 789
Klupenger Lumber Vip Profit Sharing Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Family Planning Services 403(b)Savings Plan in OH ($599K); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($596K here).
- Family Planning Services 403(b)Savings Plan (OH) $599K · 7
- Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. (NY) $603K · 134
- Woodland Radiology Associates, P.a. Profit Sharing Plan (NJ) $587K · 1
- Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan (OH) $605K · 15
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Single K (IL) 3 · 0 off
- Rkak Realty & Property Management Inc 401(k) Plan (ND) 3 · 0 off
- Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan (NJ) 3 · 0 off
- VGG (SC) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.