Profit Sharing · DOL Form 5500 · 2023

J. W. Jones Lumber Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
142
Participants Small participant base
49th
Percentile by assets National rank
$43,944
Avg per participant Low balance/head
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Official DOL plan name: J. W. Jones Lumber Company, Inc. Plan · Sponsored by J. W. Jones Lumber Company, Inc. · North Carolina · Wholesale Trade

$6M in assets, 142 participants

J. W. Jones Lumber Company, Inc.'s J. W. Jones Lumber Company, Inc. Plan reported $6M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,414 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

J. W. Jones Lumber Company, Inc. Plan covers 142 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#2,414
in Wholesale Trade (6,309 peers)
+11.5%
assets growth YoY

J. W. Jones Lumber Company, Inc. Plan's mid-pack asset rank among Wholesale Trade and all filers

J. W. Jones Lumber Company, Inc. Plan vs every filed plan by assets

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

$6,240,046 49th percentile higher than 49% 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

J. W. Jones Lumber Company, Inc. Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. W. Jones Lumber Company, Inc. Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. W. Jones Lumber Company, Inc. Plan reported net income rose from -$976K in the plan year 2022 filing to $770K in the plan year 2023 filing.
  • J. W. Jones Lumber Company, Inc. Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • J. W. Jones Lumber Company, Inc. Plan reported participants rose from 136 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560747229 · J. W. Jones Lumber Company, Inc. PY 2023 · Profit Sharing

J. W. Jones Lumber Company, Inc. Plan · $6M · 142 · 49th

  • BOY $6M
  • BOY 142
  • BOY 49th
  • BOY Profit Sharing
  • BOY near A.E. Fleming Co Inc. Profit Sharing Plan and Trust
  • BOY ind #2414

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 North Carolina →

J. W. Jones Lumber Company, Inc. Plan in the asset neighbourhood

J. W. Jones Lumber Company, Inc. PlanJ. W. Jones Lumber Company, …$6MA.E. Fleming Co Inc. Profit Sharing Plan and TrustA.E. Fleming Co Inc. Profit …$6MMagnetic Shield Corporation Profit Sharing PlanMagnetic Shield Corporation …$6MFowler State Bank Profit Sharing PlanFowler State Bank Profit Sha…$6MCo-Op 401(k) Plan$6M
End-of-year total assets ($M) among J. W. Jones Lumber Company, Inc. Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$770K
Employer EIN560747229
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. W. Jones Lumber Company, Inc.)

Sponsor-wide plan assets over time

All J. W. Jones Lumber Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 2.9842630793017797% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $5.6M $5.76M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 136 $6M
2023 1 142 $6M
2024 1 110 $6M

Nearby Profit Sharing Plans in North Carolina

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

J. W. Jones Lumber Company, Inc. Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants J. W. Jones Lumber Company, Inc. Plan, Total assets ($B): 0.006240046 · Participants: 142J. W. Jones Lumber Company, Inc. PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
J. W. Jones Lumber Company, Inc. Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare J. W. Jones Lumber Company, Inc. Plan side-by-side with 3 peers →

J. W. Jones Lumber Company, Inc. Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is A.E. Fleming Co Inc. Profit Sharing Plan and Trust in MI ($6M); by covered participants it is Shelter, Inc. Employee Retirement 403(b) Plan in CA (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 J. W. Jones Lumber Company, Inc. Plan assets move in 2023? ▼
J. W. Jones Lumber Company, Inc. Plan grew at a solid clip - up 11.5% during 2023, from $6M to $6M. Reported net income was $770K.
How have J. W. Jones Lumber Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. W. Jones Lumber Company, Inc.'s sponsor-wide assets grew 3.0%, from $6M to $6M.
Which Profit Sharing plans are similar in size to J. W. Jones Lumber Company, Inc. Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is A.E. Fleming Co Inc. Profit Sharing Plan and Trust in MI ($6M, 21 participants).
Which Profit Sharing plans cover a similar participant headcount to J. W. Jones Lumber Company, Inc. Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Shelter, Inc. Employee Retirement 403(b) Plan in CA (142 participants, $3M 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 560747229.

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.