ESOP · DOL Form 5500 · 2024

Cole Lumber Company, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
72
Participants Small participant base
67th
Percentile by assets National rank
$234,907
Avg per participant Above avg balance/head
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Official DOL plan name: Cole Lumber Company, Inc. Employee Stock Ownership Plan · Sponsored by Cole Lumber Company, Inc. · Kentucky · Manufacturing

$17M in assets, 72 participants

Cole Lumber Company, Inc.'s Cole Lumber Company, Inc. Employee Stock Ownership Plan reported $17M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #9,881 in Manufacturing (17,777 peers)

2024 asset change

Cole Lumber Company, Inc. Employee Stock Ownership Plan pulled back noticeably 11.8% in 2024 ($19M → $17M) for 72 participants.

#9,881
in Manufacturing (17,777 peers)
-11.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cole Lumber Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cole Lumber Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,913,318 Top 33% higher than 67% of 123,620 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 2024

Cole Lumber Company, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cole Lumber Company, Inc. Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cole Lumber Company, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Cole Lumber Company, Inc. Employee Stock Ownership Plan reported participants rose from 64 in the plan year 2023 filing to 72 in the plan year 2024 filing.
  • Cole Lumber Company, Inc. Employee Stock Ownership Plan end-of-year assets fell from $19M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611054728 · Cole Lumber Company, Inc. PY 2024 · ESOP

Cole Lumber Company, Inc. Employee Stock Ownership Plan · $17M · 72 · 67th

  • ASSETS $17M
  • PCT 72
  • EIN 67th
  • RANK ESOP
  • PHOTO near Synergi Employee Stock Ownership Plan
  • IND ind #9881

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 What is an ESOP? → · Plans in Kentucky →

Cole Lumber Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Bobbitt Group, Inc. Employee Stock Ownership PlanThe Bobbitt Group, Inc. Empl…$17MSmalley & Company Employee Stock Ownership Plan and TrustSmalley & Company Employee S…$17MSynergi Employee Stock Ownership PlanSynergi Employee Stock Owner…$17MRingland-Johnson, Inc. Employee Stock Ownership PlanRingland-Johnson, Inc. Emplo…$17MCole Lumber Company, Inc. Employee Stock Ownership PlanCole Lumber Company, Inc. Em…$17M
End-of-year total assets ($M) among Cole Lumber Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Cole Lumber Company, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Cole Lumber Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 2.3185184620477646% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $17.3M $16.9M ▼ -2.3%
Year Plans Participants Total Assets
2022 1 73 $17M
2023 1 64 $19M
2024 1 72 $17M

2024 asset-move particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN611054728
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Cole Lumber Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Cole Lumber Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.016913318 · Participants: 72Cole Lumber Company, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Cole Lumber Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Cole Lumber Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cole Lumber Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Synergi Employee Stock Ownership Plan in SC ($17M); by covered participants it is Phoenix I Restoration and Construction Employee Stock Ownership Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cole Lumber Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Cole Lumber Company, Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.8% during 2024, from $19M to $17M. Reported net income was -$3M.
How have Cole Lumber Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cole Lumber Company, Inc.'s sponsor-wide assets declined 2.3%, from $17M to $17M.
Which ESOP plans are similar in size to Cole Lumber Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Synergi Employee Stock Ownership Plan in SC ($17M, 286 participants).
Which ESOP plans cover a similar participant headcount to Cole Lumber Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Phoenix I Restoration and Construction Employee Stock Ownership Plan in TX (72 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611054728.

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.