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

Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan

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

Sponsored by Tibbetts Lumber Co., LLC · Florida · Retail Trade

What the 2023 filing shows

Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan holds $10M for 412 participants — about $23,696 per participant, up 26.8% over the 2024 plan year.

$10M
total plan assets (2024 EOY)
412
covered participants
$23,696
avg assets per participant
+26.8%
assets growth YoY
Total Assets (2023)
$10M
Participants
412
State
Industry
Retail Trade

What the Filing Says About Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan

Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan is a 401(k) retirement plan sponsored by Tibbetts Lumber Co., LLC, headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 412 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 264721539, and the plan has been effective since 2009-04-22. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2024 to $10M at year-end — a gain of 26.8%. Net assets (after liabilities) closed the year at $10M, 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)$8M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$2M
Plan Type401(k)
Employer EIN264721539
Plan Effective Date2009-04-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Tibbetts Lumber Co., LLC)

Year Plans Participants Total Assets
2022 1 316 $6M
2023 1 395 $8M
2024 1 412 $10M

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Frequently Asked Questions

How much money is in the Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan?
As of the 2024 Form 5500 filing, Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan holds $10M in total assets with 412 participants. It is sponsored by Tibbetts Lumber Co., LLC.
What type of plan is Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan?
Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan is a 401(k) plan. It has been effective since 2009-04-22. The plan is filed with the U.S. Department of Labor under EIN 264721539.
Who sponsors the Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan?
Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan is sponsored by Tibbetts Lumber Co., LLC, located in Florida. The sponsor's EIN is 264721539 and the plan operates in the Retail Trade industry.
How did Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan perform in 2024?
Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan grew by 26.8% during 2024, moving from $8M to $10M in total assets. Net income was $2M.
Where can I find official filings for Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan?
Official Form 5500 filings for Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 264721539 or plan name at efast.dol.gov.
How does Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan compare to other plans?
You can compare Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 264721539.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.