401(k) · DOL Form 5500 · 2023
84 Lumber Company, L.P. 401(k) Plan
Data updated 2026-08-25
- $656M
- Total assets Above avg plan size
- 7,685
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $85,353
- Avg per participant Below avg balance/head
Official DOL plan name: Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company · Sponsored by 84 Lumber Company, L.P. · Pennsylvania · Retail Trade
$656M in assets, 7,685 participants
84 Lumber Company, L.P.'s Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company reported $656M in total assets and 7,685 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,298 in Retail Trade (8,414 peers)
Coverage in Pennsylvania
Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company covers 7,685 participants in Pennsylvania, 9.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $656M.
- #8,298
- in Retail Trade (8,414 peers)
- +26.5%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company's outsized position by total assets
Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$655,935,234 Top 2% higher than 98% 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
Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company'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. Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company lands in the large band (7,685 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company reported net income rose from -$31M in the plan year 2022 filing to $137M in the plan year 2023 filing.
- Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company end-of-year assets rose from $519M in the plan year 2022 filing to $656M in the plan year 2023 filing.
- Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company reported participants rose from 7,114 in the plan year 2022 filing to 7,685 in the plan year 2023 filing.
DOL schedule card
Filing strip 251613116 · 84 Lumber Company, L.P. PY 2023 · 401(k)
Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company · $656M · 7,685 · 98th
- PCT $656M
- PCT 7,685
- PCT 98th
- PCT 401(k)
- PCT near Mccain Foods USA, Inc. Retirement Plan
- PCT ind #8298
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 Pennsylvania →
Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $519M |
|---|---|
| Net Assets (End of Year) | $656M |
| Net Income | $137M |
| Employer EIN | 251613116 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (84 Lumber Company, L.P.)
Sponsor-wide plan assets over time
All 84 Lumber Company, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $779M 50.268564161247355% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,114 | $519M |
| 2023 | 1 | 7,685 | $656M |
| 2024 | 1 | 8,579 | $779M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Scale composition for Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company
Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company reports $656M in end-of-year assets across 7,685 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $85,353 per participant (62% of the national average assets-per-participant) . Net income for plan year 2023 was $137M.
This plan identity (EIN 251613116, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $519M to $779M (+50.3%) while covered participants moved from 7,114 to 8,579 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,114 | $519M | Open filing |
| 2023 | 7,685 | $656M | This page |
| 2024 · index core | 8,579 | $779M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company (401(k), $779M, 8,579 participants)
Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Mccain Foods USA, Inc. Retirement Plan in IL ($656M); by covered participants it is Serco Inc. 401(k) Retirement Plan in VA (7,688 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($656M here).
- Mccain Foods USA, Inc. Retirement Plan (IL) $656M · 4,358
- Bose Employees' Retirement Savings 401(k) Plan (MA) $656M · 1,958
- Boise Cascade Company Savings Plan (ID) $656M · 3,476
- P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan (MI) $655M · 3,660
Similar participant headcount
Nearest other-state filings by covered participants (7,685 participants); asset peers above are excluded.
- Serco Inc. 401(k) Retirement Plan (VA) 7,688 · 3 off
- Mavis Tire Supply LLC 401(k) Plan (NY) 7,681 · 4 off
- Western Digital Corporation 401(k) Plan (CA) 7,690 · 5 off
- Bluegreen Vacations Corporation Retirement Savings Plan (FL) 7,679 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.