ESOP · DOL Form 5500 · 2024

Herbert Lumber Company Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
63
Participants Small participant base
26th
Percentile by assets National rank
$21,907
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Herbert Lumber Co. Employee Stock Ownership Plan · Sponsored by Herbert Lumber Company Inc. · Oregon · Manufacturing

$1M in assets, 63 participants

Herbert Lumber Company Inc.'s Herbert Lumber Co. Employee Stock Ownership Plan reported $1M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,029 in Manufacturing (17,777 peers)

Herbert Lumber Company Inc. multi-year trail

Herbert Lumber Company Inc.'s plans moved -25.4% in assets from 2023 to 2024; this filing shows Herbert Lumber Co. Employee Stock Ownership Plan at $1M / 63 participants.

#2,029
in Manufacturing (17,777 peers)
-25.4%
assets change YoY

Herbert Lumber Co. Employee Stock Ownership Plan among the smaller filed plans by assets

Herbert Lumber Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,380,145 26th percentile higher than 26% 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

Herbert Lumber Co. 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. Herbert Lumber Co. Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herbert Lumber Co. Employee Stock Ownership Plan reported net income rose from -$23M in the plan year 2023 filing to $28K in the plan year 2024 filing.
  • Herbert Lumber Co. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Herbert Lumber Co. Employee Stock Ownership Plan reported participants fell from 66 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 452781056 · Herbert Lumber Company Inc. PY 2024 · ESOP

Herbert Lumber Co. Employee Stock Ownership Plan · $1M · 63 · 26th

  • TYPE $1M
  • TYPE 63
  • TYPE 26th
  • TYPE ESOP
  • TYPE near The Bank of Princeton Employee Stock Ownership Plan
  • TYPE ind #2029

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 Oregon →

Herbert Lumber Co. Employee Stock Ownership Plan in the asset neighbourhood

Herbert Lumber Co. Employee Stock Ownership PlanHerbert Lumber Co. Employee …$1MThe Bank of Princeton Employee Stock Ownership PlanThe Bank of Princeton Employ…$1MSources of Strength Inc. Employee Stock Ownership PlanSources of Strength Inc. Emp…$1MCableconn Industries Inc. Employee Stock Ownership PlanCableconn Industries Inc. Em…$1MGillette Restaurant Equipment, Inc. Employee Stock Ownership PlanGillette Restaurant Equipmen…$1M
End-of-year total assets ($M) among Herbert Lumber Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Herbert Lumber Company Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Herbert Lumber Company Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 25.40522865219248% vs 2023
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 20232024 $1.85M $1.38M ▼ -25.4%
Year Plans Participants Total Assets
2023 1 66 $2M
2024 1 63 $1M

Herbert Lumber Company Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$22M
Net Income$28K
Employer EIN452781056
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Herbert Lumber Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants Herbert Lumber Co. Employee Stock Ownership Plan, Total assets ($M): 1.380145 · Participants: 63Herbert Lumber Co. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Herbert Lumber Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Herbert Lumber Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Herbert Lumber Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is The Bank of Princeton Employee Stock Ownership Plan in NJ ($1M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Herbert Lumber Co. Employee Stock Ownership Plan assets move in 2024? ▼
Herbert Lumber Co. Employee Stock Ownership Plan declined sharply - down 25.4% during 2024, from $2M to $1M. Reported net income was $28K.
How have Herbert Lumber Company Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Herbert Lumber Company Inc.'s sponsor-wide assets declined 25.4%, from $2M to $1M.
Which ESOP plans are similar in size to Herbert Lumber Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Bank of Princeton Employee Stock Ownership Plan in NJ ($1M, 192 participants).
Which ESOP plans cover a similar participant headcount to Herbert Lumber Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants, $27M 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 452781056.

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.