ESOP · DOL Form 5500 · 2024

Lumber King, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
59
Participants
60th
Percentile by assets
$204,833
Avg per participant
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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.

  • 60th percentile by assets (of 123,622 plans)
  • #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.

$12M
total plan assets (2024 EOY)
59
covered participants
60th
percentile by assets (of 123,622 plans)
$204,833
avg assets per participant

Where Lumber King, Inc. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Kentucky
Industry
Retail Trade

Lumber King, Inc. across 3 plan years on file

Across the 3 plan years Lumber King, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $12M, a gain of 42.9%, while reported participants moved from 59 to 59 (+0.0%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($8M).

Lumber King, Inc. multi-year asset trail

$8M$10M$12M$14M 202220232024 $8.46M $12.1M ▲ +42.9%
Total plan assets by year, all Lumber King, Inc. plans on file
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 ($B) Participants Lumber King, Inc. Em…, Total assets ($B): 0.012085168 · Participants: 59Lumber King, Inc. Em…Houchens Industries,…, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries,…Gray, Inc. Employee …, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee …Stock Yards Bank & T…, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & T…Interstate Personnel…, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel…H & R Agri-Power Emp…, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Emp…
Lumber King, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Lumber King, Inc. Employee Stock Ownersh… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lumber King, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Lumber King, Inc. Employee Stock Ownersh…

Multi-year trail

Ways to act on Lumber King, Inc. Employee Stock Ownership Plan's numbers.

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.