401(k)
2024 plan-year 401(k) DOL Form 5500

JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JACKSON LUMBER & MILLWORK COMPANY, INC.

This 401(k) plan holds $19M in total assets and serves 197 participants as of 2024. It is sponsored by JACKSON LUMBER & MILLWORK COMPANY, INC. in Massachusetts. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$19M
Participants
197
Industry
Retail Trade

What the Filing Says About JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN

JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN is a 401(k) retirement plan sponsored by JACKSON LUMBER & MILLWORK COMPANY, INC., headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 197 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 042022453, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2024 to $19M at year-end — a gain of 13.7%. Net assets (after liabilities) closed the year at $19M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$2M
Plan Type401(k)
Employer EIN042022453
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JACKSON LUMBER & MILLWORK COMPANY, INC.)

Year Plans Participants Total Assets
2022 1 162 $15M
2023 1 164 $16M
2024 1 197 $19M

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Frequently Asked Questions

How much money is in the JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN?
As of the 2024 Form 5500 filing, JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN holds $19M in total assets with 197 participants. It is sponsored by JACKSON LUMBER & MILLWORK COMPANY, INC..
What type of plan is JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN?
JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN is a 401(k) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 042022453.
Who sponsors the JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN?
JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN is sponsored by JACKSON LUMBER & MILLWORK COMPANY, INC., located in Massachusetts. The sponsor's EIN is 042022453 and the plan operates in the Retail Trade industry.
How did JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN perform in 2024?
JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN grew by 13.7% during 2024, moving from $16M to $19M in total assets. Net income was $2M.
Where can I find official filings for JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN?
Official Form 5500 filings for JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042022453 or plan name at efast.dol.gov.
How does JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN compare to other plans?
You can compare JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 042022453.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.