401(k) · DOL Form 5500 · 2023

Rex Lumber Company 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
198
Participants Below avg headcount
75th
Percentile by assets National rank
$115,490
Avg per participant Below avg balance/head
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Official DOL plan name: Rex Lumber Company 401(k) Savings & Security Plan · Sponsored by Rex Lumber Company · Massachusetts · Wholesale Trade

$23M in assets, 198 participants

Rex Lumber Company's Rex Lumber Company 401(k) Savings & Security Plan reported $23M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,588 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Rex Lumber Company 401(k) Savings & Security Plan covers 198 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $23M.

#4,588
in Wholesale Trade (6,309 peers)
+20.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Rex Lumber Company 401(k) Savings & Security Plan's outsized position by total assets

Rex Lumber Company 401(k) Savings & Security Plan vs every filed plan by assets

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

$22,867,104 Top 25% higher than 75% 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

Rex Lumber Company 401(k) Savings & Security Plan 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. Rex Lumber Company 401(k) Savings & Security Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rex Lumber Company 401(k) Savings & Security Plan reported net income rose from -$924K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rex Lumber Company 401(k) Savings & Security Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Rex Lumber Company 401(k) Savings & Security Plan reported participants fell from 200 in the plan year 2022 filing to 198 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060667910 · Rex Lumber Company PY 2023 · 401(k)

Rex Lumber Company 401(k) Savings & Security Plan · $23M · 198 · 75th

  • BOY $23M
  • SCH 198
  • EBSA 75th
  • PART 401(k)
  • TYPE near Best Medical International, Inc.401(k) Retirement Trust
  • NET ind #4588

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Rex Lumber Company 401(k) Savings & Security Plan in the asset neighbourhood

Rex Lumber Company 401(k) Savings & Security PlanRex Lumber Company 401(k) Sa…$23MBest Medical International, Inc.401(k) Retirement TrustBest Medical International, …$23MEcoatm 401(k) Plan$23MSl America 401(k) Retirement PlanSl America 401(k) Retirement…$23MBrenner, Saltzman & Wallman Employees' 401(k) Ps PlanBrenner, Saltzman & Wallman …$23M
End-of-year total assets ($M) among Rex Lumber Company 401(k) Savings & Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN060667910
Plan Effective Date1990-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rex Lumber Company)

Sponsor-wide plan assets over time

All Rex Lumber Company plans reported in each filing year

Latest sponsor-wide plan assets
$23M 20.442452160725235% vs 2022
2023 filing year
$18M$20M$22M$24M 20222023 $19M $22.9M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 200 $19M
2023 1 198 $23M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rex Lumber Company 401(k) Savings & Security Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Rex Lumber Company 401(k) Savings & Security Plan, Total assets ($B): 0.022867104 · Participants: 198Rex Lumber Company 401(k) Savings & Security PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Rex Lumber Company 401(k) Savings & Security Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Rex Lumber Company 401(k) Savings & Security Plan side-by-side with 3 peers →

Rex Lumber Company 401(k) Savings & Security Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Best Medical International, Inc.401(k) Retirement Trust in VA ($23M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Rex Lumber Company 401(k) Savings & Security Plan assets move in 2023? ▼
Rex Lumber Company 401(k) Savings & Security Plan grew sharply - up 20.4% during 2023, from $19M to $23M. Reported net income was $4M.
How have Rex Lumber Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Rex Lumber Company's sponsor-wide assets grew 20.4%, from $19M to $23M.
Where does Rex Lumber Company 401(k) Savings & Security Plan rank by assets among Form 5500 filers? ▼
Rex Lumber Company 401(k) Savings & Security Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rex Lumber Company 401(k) Savings & Security Plan? ▼
Among 401(k) plans in other states, the closest by assets is Best Medical International, Inc.401(k) Retirement Trust in VA ($23M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Rex Lumber Company 401(k) Savings & Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants, $39M 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 060667910.

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.