ESOP · DOL Form 5500 · 2024

Nelson Lumber & Home, Inc. ESOP

Data updated 2026-07-24

$9M
Total assets: 23
Participants: 53rd
Percentile by assets: $389,010
Avg per participant

Official DOL plan name: Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust · Sponsored by Nelson Lumber & Home, Inc. · Wisconsin · Wholesale Trade

$9M in assets, 23 participants

Nelson Lumber & Home, Inc.'s Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust reported $9M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

53rd percentile by assets (of 116,472 plans)

Nelson Lumber & Home, Inc. multi-year trail

Nelson Lumber & Home, Inc.'s plans moved +33.5% in assets from 2022 to 2024; this filing shows Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust at $9M / 23 participants.

$9M
total plan assets (2024 EOY): 23
covered participants: 53rd
percentile by assets (of 116,472 plans): $389,010
avg assets per participant

Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust reported participants fell from 26 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Wholesale Trade

Nelson Lumber & Home, Inc. across 3 plan years on file

Across the 3 plan years Nelson Lumber & Home, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $9M, a gain of 33.5%, while reported participants moved from 19 to 23 (+21.1%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($7M).

Nelson Lumber & Home, Inc. multi-year asset trail

Total plan assets by year, all Nelson Lumber & Home, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	19	$7M
2023	1	26	$8M
2024	1	23	$9M

Nelson Lumber & Home, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$1M
Employer EIN	391382132
Plan Effective Date	1994-04-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants

Ki Employee Stock Ownership Plan $604M · 1,689
Wausau Supply Company Employee Stock Ownership Plan $333M · 834
Trachte Building Systems Employee Stock Ownership Plan $315M · 266
Hatco Corporation Employee Stock Ownership Plan $291M · 705
Extreme Engineering Solutions, Inc. Employee Stock Ownership Plan $291M · 368

Compare Nelson Lumber & Home, Inc. Restated Empl… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust by total assets, not by location.

C. S. Davidson, Inc. Employee Stock Ownership Plan (PA) $9M · 78
Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan (CA) $9M · 38
Sga Employee Stock Ownership Plan (WA) $9M · 57
Tile Outlets of America Employee Stock Ownership Plan (GA) $9M · 53

Frequently Asked Questions

How did Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust assets move in 2024? ▼

Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust grew sharply - up 15.5% during 2024, from $8M to $9M. Reported net income was $1M.

How have Nelson Lumber & Home, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Nelson Lumber & Home, Inc.'s sponsor-wide assets grew 33.5%, from $7M to $9M.

Which ESOP plans are similar in size to Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is C. S. Davidson, Inc. Employee Stock Ownership Plan in PA ($9M, 78 participants).

Next read for Nelson Lumber & Home, Inc. Restated Empl…

Multi-year trail

Ways to act on Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust's numbers.

By total assets, Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
Nelson Lumber & Home, Inc.'s sponsor-wide assets have grown 33.5% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 391382132.

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.