MEAD LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
MEAD HOLDING COMPANY, INC.
This Other plan holds $392M in total assets and serves 1,316 participants as of 2023. It is sponsored by MEAD HOLDING COMPANY, INC. in Nebraska. The plan reported a net loss of $20M for the year.
What the Filing Says About MEAD LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
MEAD LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is a Other retirement plan sponsored by MEAD HOLDING COMPANY, INC., headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $392M in total end-of-year assets and covers 1,316 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 470362891, and the plan has been effective since 2000-11-30. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $380M at the beginning of 2023 to $392M at year-end — a gain of 3.1%. Net assets (after liabilities) closed the year at $307M, with reported net income of $-19,821,153 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 1 prior plan-year filing 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) | $380M |
| Total Assets (End of Year) | $392M |
| Net Assets (End of Year) | $307M |
| Net Income | $-19,821,153 |
| Plan Type | Other |
| Employer EIN | 470362891 |
| Plan Effective Date | 2000-11-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (MEAD HOLDING COMPANY, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,836 | $418M |
| 2023 | 2 | 2,366 | $441M |
Nearby Other Plans in Nebraska
Peer Other plans — same state, same plan type — ranked by total assets.
- OMAHA CONSTRUCTION INDUSTRY PENSION PLAN $329M · 1,447
- STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN $240M · 1,136
- IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A $189M · 1,442
- BANQUET EMPLOYEES - UNIONS PENSION TRUST FUND $184M · 791
- COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN $148M · 214
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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.
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.
Read our methodology — how this data is sourced, computed, and verified.