401(k) · DOL Form 5500 · 2024

Jackson Lumber & Millwork Company, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
197
Participants Below avg headcount
69th
Percentile by assets National rank
$94,025
Avg per participant Below avg balance/head
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Official DOL plan name: Jackson Lumber & Millwork Co, Inc. 401(k) Plan · Sponsored by Jackson Lumber & Millwork Company, Inc. · Massachusetts · Retail Trade

$19M in assets, 197 participants

Jackson Lumber & Millwork Company, Inc.'s Jackson Lumber & Millwork Co, Inc. 401(k) Plan reported $19M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,397 in Retail Trade (8,048 peers)

Coverage in Massachusetts

Jackson Lumber & Millwork Co, Inc. 401(k) Plan covers 197 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.

#6,397
in Retail Trade (8,048 peers)
+13.7%
assets growth YoY

Jackson Lumber & Millwork Co, Inc. 401(k) Plan's outsized position by total assets

Jackson Lumber & Millwork Co, Inc. 401(k) Plan vs every filed plan by assets

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

$18,522,992 Top 31% higher than 69% 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

Jackson Lumber & Millwork Co, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jackson Lumber & Millwork Co, Inc. 401(k) Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jackson Lumber & Millwork Co, Inc. 401(k) Plan reported net income rose from $936K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Jackson Lumber & Millwork Co, Inc. 401(k) Plan reported participants rose from 164 in the plan year 2023 filing to 197 in the plan year 2024 filing.
  • Jackson Lumber & Millwork Co, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042022453 · Jackson Lumber & Millwork Company, Inc. PY 2024 · 401(k)

Jackson Lumber & Millwork Co, Inc. 401(k) Plan · $19M · 197 · 69th

  • PHOTO $19M
  • IND 197
  • EOY 69th
  • 5500 401(k)
  • ASSETS near Silversky Inc 401(k) Plan
  • PCT ind #6397

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 Massachusetts →

Jackson Lumber & Millwork Co, Inc. 401(k) Plan in the asset neighbourhood

Jackson Lumber & Millwork Co, Inc. 401(k) PlanJackson Lumber & Millwork Co…$19MSilversky Inc 401(k) Plan$19MGlasgow, Inc. 401(k) Plan$19MOmnyon Retirement Savings PlanOmnyon Retirement Savings Pl…$19MValley Bakers Cooperative Association 401(k) PlanValley Bakers Cooperative As…$19M
End-of-year total assets ($M) among Jackson Lumber & Millwork Co, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

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

Sponsor Plan History (Jackson Lumber & Millwork Company, Inc.)

Sponsor-wide plan assets over time

All Jackson Lumber & Millwork Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 20.598158792223533% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $15.4M $18.5M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 162 $15M
2023 1 164 $16M
2024 1 197 $19M

Nearby 401(k) Plans in Massachusetts

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

Jackson Lumber & Millwork Co, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Jackson Lumber & Millwork Co, Inc. 401(k) Plan, Total assets ($B): 0.018522992 · Participants: 197Jackson Lumber & Millwork Co, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Jackson Lumber & Millwork Co, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Jackson Lumber & Millwork Co, Inc. 401(k) Plan side-by-side with 3 peers →

Jackson Lumber & Millwork Co, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Silversky Inc 401(k) Plan in CT ($19M); by covered participants it is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Jackson Lumber & Millwork Co, Inc. 401(k) Plan assets move in 2024? ▼
Jackson Lumber & Millwork Co, Inc. 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $16M to $19M. Reported net income was $2M.
How have Jackson Lumber & Millwork Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Lumber & Millwork Company, Inc.'s sponsor-wide assets grew 20.6%, from $15M to $19M.
Which 401(k) plans are similar in size to Jackson Lumber & Millwork Co, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Silversky Inc 401(k) Plan in CT ($19M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Lumber & Millwork Co, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 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 042022453.

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.