ESOP · DOL Form 5500 · 2024

Lumber King, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
59
Participants Small participant base
60th
Percentile by assets National rank
$204,833
Avg per participant Above avg balance/head
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Official DOL plan name: Lumber King, Inc. Employee Stock Ownership Plan · Sponsored by Lumber King, Inc. · Kentucky · Retail Trade

$12M in assets, 59 participants

Lumber King, Inc.'s Lumber King, Inc. Employee Stock Ownership Plan reported $12M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,704 in Retail Trade (8,048 peers)

Lumber King, Inc. multi-year trail

Lumber King, Inc.'s plans moved +42.9% in assets from 2022 to 2024; this filing shows Lumber King, Inc. Employee Stock Ownership Plan at $12M / 59 participants.

#5,704
in Retail Trade (8,048 peers)
+7.7%
assets growth YoY

Lumber King, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Lumber King, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,085,168 Top 40% higher than 60% 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

Lumber King, Inc. 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. Lumber King, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lumber King, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $867K in the plan year 2024 filing.
  • Lumber King, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Lumber King, Inc. Employee Stock Ownership Plan reported participants rose from 57 in the plan year 2023 filing to 59 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 610569353 · Lumber King, Inc. PY 2024 · ESOP

Lumber King, Inc. Employee Stock Ownership Plan · $12M · 59 · 60th

  • ASSETS $12M
  • ASSETS 59
  • ASSETS 60th
  • ASSETS ESOP
  • ASSETS near Crafts, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5704

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 Kentucky →

Lumber King, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bernards Holdings, Inc. Employee Stock Ownership PlanBernards Holdings, Inc. Empl…$12MHazen Research, Inc. Employees' Stock Ownership Plan and TrustHazen Research, Inc. Employe…$12MLumber King, Inc. Employee Stock Ownership PlanLumber King, Inc. Employee S…$12MCrafts, Inc. Employee Stock Ownership PlanCrafts, Inc. Employee Stock …$12MWeldon Machine Tool, Inc. Employee Stock Ownership PlanWeldon Machine Tool, Inc. Em…$12M
End-of-year total assets ($M) among Lumber King, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Lumber King, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lumber King, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.906446120407026% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.46M $12.1M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 59 $8M
2023 1 57 $11M
2024 1 59 $12M

Lumber King, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$867K
Employer EIN610569353
Plan Effective Date1992-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Lumber King, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Lumber King, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012085168 · Participants: 59Lumber King, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Lumber King, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Lumber King, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lumber King, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Crafts, Inc. Employee Stock Ownership Plan in WI ($12M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Lumber King, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lumber King, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.7% during 2024, from $11M to $12M. Reported net income was $867K.
How have Lumber King, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumber King, Inc.'s sponsor-wide assets grew 42.9%, from $8M to $12M.
Which ESOP plans are similar in size to Lumber King, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Crafts, Inc. Employee Stock Ownership Plan in WI ($12M, 54 participants).
Which ESOP plans cover a similar participant headcount to Lumber King, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants, $12M 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 610569353.

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.