ESOP · DOL Form 5500 · 2024
Nelson Lumber & Home, Inc. ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $389,010
- Avg per participant High balance/head
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.
- #2,683 in Wholesale Trade (6,080 peers)
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.
- #2,683
- in Wholesale Trade (6,080 peers)
- +15.5%
- assets growth YoY
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,947,220 Top 47% higher than 53% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 391382132 · Nelson Lumber & Home, Inc. PY 2024 · ESOP
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust · $9M · 23 · 53rd
- 5500 $9M
- ASSETS 23
- PCT 53rd
- EIN ESOP
- RANK near C. S. Davidson, Inc. Employee Stock Ownership Plan
- PHOTO ind #2683
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 Wisconsin →
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust in the asset neighbourhood
Nelson Lumber & Home, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Nelson Lumber & Home, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 33.460042923345966% vs 2022
- 2024 filing year
| 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.
- Schreiber Foods, Inc Employee Stock Ownership Plan $3.8B · 6,519
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $796M · 2,967
- 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
Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is C. S. Davidson, Inc. Employee Stock Ownership Plan in PA ($9M); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.