ESOP · DOL Form 5500 · 2024
Cole Lumber Company, Inc. ESOP
Data updated 2026-08-11
- $17M
- Total assets
- 72
- Participants
- 67th
- Percentile by assets
- $234,907
- Avg per participant
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.
- 67th percentile by assets (of 123,622 plans)
- #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.
- $17M
- total plan assets (2024 EOY)
- 72
- covered participants
- 67th
- percentile by assets (of 123,622 plans)
- $234,907
- avg assets per participant
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.
Where Cole Lumber Company, Inc. Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
2024 asset move for Cole Lumber Company, Inc. Employee Stock Ownership Plan
Year over year, total assets pulled back noticeably from $19M at the start of 2024 to $17M at year-end (down 11.8%). Net assets closed at $14M; reported net income -$3M.
Cole Lumber Company, Inc. years around the 2024 move
| 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 EIN | 611054728 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Cole Lumber Company, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Cole Lumber Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Cole Lumber Company, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Cole Lumber Company, Inc. Employee Stock Ownership Plan? ▼
Next read for Cole Lumber Company, Inc. Employee Stock…
2024 change
Ways to act on Cole Lumber Company, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Cole Lumber Company, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
- Cole Lumber Company, Inc.'s sponsor-wide assets have declined 2.3% since 2022 across 3 plan years on file. More Manufacturing plans