ESOP · DOL Form 5500 · 2023

Mead Holding Company, Inc. ESOP

Data updated 2026-08-25

$392M
Total assets Above avg plan size
1,316
Participants Near avg headcount
97th
Percentile by assets National rank
$297,978
Avg per participant High balance/head
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Official DOL plan name: Mead Lumber Company Employee Stock Ownership Plan and Trust · Sponsored by Mead Holding Company, Inc. · Nebraska · Retail Trade

$392M in assets, 1,316 participants

Mead Holding Company, Inc.'s Mead Lumber Company Employee Stock Ownership Plan and Trust reported $392M in total assets and 1,316 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,255 in Retail Trade (8,414 peers)

Coverage in Nebraska

Mead Lumber Company Employee Stock Ownership Plan and Trust covers 1,316 participants in Nebraska, 2.4x the typical Nebraska plan (state average ~552 per filing). Assets: $392M.

#8,255
in Retail Trade (8,414 peers)
+3.1%
assets growth YoY
3.9×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mead Lumber Company Employee Stock Ownership Plan and Trust's outsized position by total assets

Mead Lumber Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$392,139,506 Top 3% higher than 97% of 127,068 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 2023

Mead Lumber Company Employee Stock Ownership Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mead Lumber Company Employee Stock Ownership Plan and Trust lands in the large band (1,316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mead Lumber Company Employee Stock Ownership Plan and Trust reported net income fell from $111M in the plan year 2022 filing to -$20M in the plan year 2023 filing.
  • Mead Lumber Company Employee Stock Ownership Plan and Trust reported participants rose from 856 in the plan year 2022 filing to 1,316 in the plan year 2023 filing.
  • Mead Lumber Company Employee Stock Ownership Plan and Trust end-of-year assets rose from $380M in the plan year 2022 filing to $392M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470362891 · Mead Holding Company, Inc. PY 2023 · ESOP

Mead Lumber Company Employee Stock Ownership Plan and Trust · $392M · 1,316 · 97th

  • BOOK $392M
  • VS-ST 1,316
  • BOY 97th
  • SCH ESOP
  • EBSA near Rsr Employee Stock Ownership Plan
  • PART ind #8255

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 Nebraska →

Mead Lumber Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Annett Holdings, Inc. Employee Stock Ownership Plan & TrustAnnett Holdings, Inc. Employ…$400MLja Engineering, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employ…$397MMead Lumber Company Employee Stock Ownership Plan and TrustMead Lumber Company Employee…$392MRsr Employee Stock Ownership PlanRsr Employee Stock Ownership…$390MAlpine Lumber Company Employee Stock Ownership PlanAlpine Lumber Company Employ…$385M
End-of-year total assets ($M) among Mead Lumber Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$380M
Net Assets (End of Year)$307M
Net Income-$20M
Employer EIN470362891
Plan Effective Date2000-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Mead Holding Company, Inc.)

Sponsor-wide plan assets over time

All Mead Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$441M 5.6256133621108955% vs 2022
2023 filing year
$410M$420M$430M$440M$450M 20222023 $418M $441M ▲ +5.6%
Year Plans Participants Total Assets
2022 2 1,836 $418M
2023 2 2,366 $441M

Nearby ESOP Plans in Nebraska

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

Mead Lumber Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Mead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership PlanDrake-Williams Steel, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.070805 · Participants: 234Drake-Williams Steel, Inc. Employee Stock Ownership Plan
Mead Lumber Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Mead Lumber Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Mead Lumber Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Rsr Employee Stock Ownership Plan in FL ($390M); by covered participants it is Metro Builders Supply, Inc. Employee Stock Ownership Plan in OK (1,305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,316 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mead Lumber Company Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Mead Lumber Company Employee Stock Ownership Plan and Trust edged up modestly - up 3.1% during 2023, from $380M to $392M. Reported net income was -$20M.
How have Mead Holding Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mead Holding Company, Inc.'s sponsor-wide assets grew 5.6%, from $418M to $441M.
Where does Mead Lumber Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Mead Lumber Company Employee Stock Ownership Plan and Trust ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Mead Lumber Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Rsr Employee Stock Ownership Plan in FL ($390M, 382 participants).
Which ESOP plans cover a similar participant headcount to Mead Lumber Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Metro Builders Supply, Inc. Employee Stock Ownership Plan in OK (1,305 participants, $155M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470362891.

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.