ESOP · DOL Form 5500 · 2023

Concord Lumber Corporation ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
106
Participants Small participant base
51st
Percentile by assets National rank
$66,472
Avg per participant Below avg balance/head
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Official DOL plan name: Concord Lumber Corp. Employee Stock Ownership Plan & Trust · Sponsored by Concord Lumber Corporation · Massachusetts · Retail Trade

$7M in assets, 106 participants

Concord Lumber Corporation's Concord Lumber Corp. Employee Stock Ownership Plan & Trust reported $7M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,164 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Concord Lumber Corp. Employee Stock Ownership Plan & Trust covers 106 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#5,164
in Retail Trade (8,414 peers)
-16.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Concord Lumber Corp. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Concord Lumber Corp. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$7,045,988 Top 49% higher than 51% 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

Concord Lumber Corp. Employee Stock Ownership Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concord Lumber Corp. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concord Lumber Corp. Employee Stock Ownership Plan & Trust reported net income fell from $461K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Concord Lumber Corp. Employee Stock Ownership Plan & Trust end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Concord Lumber Corp. Employee Stock Ownership Plan & Trust reported participants fell from 109 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042482120 · Concord Lumber Corporation PY 2023 · ESOP

Concord Lumber Corp. Employee Stock Ownership Plan & Trust · $7M · 106 · 51st

  • PART $7M
  • TYPE 106
  • NET 51st
  • BOOK ESOP
  • VS-ST near Cook, Flatt and Strobel Engineers, P.a. Employee Stock Ownership Plan
  • BOY ind #5164

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 Massachusetts →

Concord Lumber Corp. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Stone Environmental Employee Stock Ownership PlanStone Environmental Employee…$7MConcord Lumber Corp. Employee Stock Ownership Plan & TrustConcord Lumber Corp. Employe…$7MCook, Flatt and Strobel Engineers, P.a. Employee Stock Ownership PlanCook, Flatt and Strobel Engi…$7MExporters & Traders Compress & Warehouse Co. ESOPExporters & Traders Compress…$7MGlhn Architects & Engineers, Inc. Employee Stock Ownership PlanGlhn Architects & Engineers,…$7M
End-of-year total assets ($M) among Concord Lumber Corp. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN042482120
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concord Lumber Corporation)

Sponsor-wide plan assets over time

All Concord Lumber Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$16M 12.243216651782012% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14.1M $15.8M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 268 $14M
2023 2 240 $14M
2024 2 243 $16M

Nearby ESOP Plans in Massachusetts

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

Concord Lumber Corp. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Concord Lumber Corp. Employee Stock Ownership Plan & Trust, Total assets ($M): 7.045988 · Participants: 106Concord Lumber Corp. Employee Stock Ownership Plan & TrustConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Concord Lumber Corp. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Concord Lumber Corp. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Concord Lumber Corp. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Cook, Flatt and Strobel Engineers, P.a. Employee Stock Ownership Plan in KS ($7M); by covered participants it is Millstone Weber Employee Stock Ownership Plan in MO (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Concord Lumber Corp. Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Concord Lumber Corp. Employee Stock Ownership Plan & Trust declined sharply - down 16.3% during 2023, from $8M to $7M. Reported net income was -$1M.
How have Concord Lumber Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concord Lumber Corporation's sponsor-wide assets grew 12.2%, from $14M to $16M.
Which ESOP plans are similar in size to Concord Lumber Corp. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Cook, Flatt and Strobel Engineers, P.a. Employee Stock Ownership Plan in KS ($7M, 94 participants).
Which ESOP plans cover a similar participant headcount to Concord Lumber Corp. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Millstone Weber Employee Stock Ownership Plan in MO (106 participants, $55M 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 042482120.

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.