401(k) · DOL Form 5500 · 2023

Owen Lumber Company 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 68
Participants Small participant base: 48th
Percentile by assets National rank: $88,100
Avg per participant Below avg balance/head

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Official DOL plan name: Owen Lumber Company Savings Plan · Sponsored by Owen Lumber Company · Missouri · Retail Trade

$6M in assets, 68 participants

Owen Lumber Company's Owen Lumber Company Savings Plan reported $6M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#4,895 in Retail Trade (8,414 peers)

What the 2023 filing shows

Owen Lumber Company Savings Plan holds $6M for 68 participants - about $88,100 per participant, in the lower half of filed plans by assets.

#4,895
in Retail Trade (8,414 peers): +1.7%
assets growth YoY

Owen Lumber Company Savings Plan's mid-pack asset rank among Retail Trade and all filers

Owen Lumber Company Savings Plan vs every filed plan by assets

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

$5,990,832 48th percentile higher than 48% 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

Owen Lumber Company Savings 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. Owen Lumber Company Savings Plan is a small filing (68 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 431068513 · Owen Lumber Company PY 2023 · 401(k)

Owen Lumber Company Savings Plan · $6M · 68 · 48th

ASSETS $6M
ASSETS 68
ASSETS 48th
ASSETS 401(k)
ASSETS near London Economics International, LLC 401(k) Profit Sharing Plan
ASSETS ind #4895

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 Missouri →

End-of-year total assets ($M) among Owen Lumber Company Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$109K
Employer EIN	431068513
Plan Effective Date	1985-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Owen Lumber Company)

Latest sponsor-wide plan assets: $6M 4.847991063678634% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	68	$6M
2024	1	74	$6M

Nearby 401(k) Plans in Missouri

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

Owen Lumber Company Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare Owen Lumber Company Savings Plan side-by-side with 3 peers →

Owen Lumber Company Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is London Economics International, LLC 401(k) Profit Sharing Plan in MA ($6M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

London Economics International, LLC 401(k) Profit Sharing Plan (MA) $6M · 24
Avag Inc 401(k) Profit Sharing Plan (CA) $6M · 52
Grand Central Baking Company Retirement Savings Plan (OR) $6M · 222
A & N Corporation 401(k) Profit Sharing Plan (FL) $6M · 112

Similar participant headcount

Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.

Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust (MN) 68 · 0 off
Avcarb, LLC 401(k) Plan (MA) 68 · 0 off
Hometown Bank of Corbin, Inc. 401(k) Plan (KY) 68 · 0 off
Charter Management Company, Inc. 401(k) & Ps Plan (MA) 68 · 0 off

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 Owen Lumber Company Savings Plan assets move in 2023? ▼

Owen Lumber Company Savings Plan edged up modestly - up 1.7% during 2023, from $6M to $6M. Reported net income was $109K.

How have Owen Lumber Company plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Owen Lumber Company's sponsor-wide assets grew 4.8%, from $6M to $6M.

Which 401(k) plans are similar in size to Owen Lumber Company Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is London Economics International, LLC 401(k) Profit Sharing Plan in MA ($6M, 24 participants).

Which 401(k) plans cover a similar participant headcount to Owen Lumber Company Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants, $28M 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 431068513.