ESOP · DOL Form 5500 · 2024

Madison Lumber & Hardware, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
34
Participants Small participant base
49th
Percentile by assets National rank
$211,155
Avg per participant Above avg balance/head
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Official DOL plan name: Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan · Sponsored by Madison Lumber & Hardware, Inc. · Alaska · Retail Trade

$7M in assets, 34 participants

Madison Lumber & Hardware, Inc.'s Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan reported $7M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,754 in Retail Trade (8,048 peers)

Madison Lumber & Hardware, Inc. multi-year trail

Madison Lumber & Hardware, Inc.'s plans moved -10.5% in assets from 2022 to 2024; this filing shows Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan at $7M / 34 participants.

#4,754
in Retail Trade (8,048 peers)
-11.9%
assets change YoY

The plan reported a net loss of $974K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,179,272 49th percentile higher than 49% of 123,620 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 2024

Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan reported net income fell from -$267K in the plan year 2023 filing to -$974K in the plan year 2024 filing.
  • Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan reported participants fell from 40 in the plan year 2023 filing to 34 in the plan year 2024 filing.
  • Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 920036766 · Madison Lumber & Hardware, Inc. PY 2024 · ESOP

Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan · $7M · 34 · 49th

  • ASSETS $7M
  • PCT 34
  • EIN 49th
  • RANK ESOP
  • PHOTO near Blocka Construction, Inc. Employee Stock Ownership Plan
  • IND ind #4754

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 Alaska →

Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Energy Laboratories Employee Stock Ownership PlanEnergy Laboratories Employee…$7MMadison Lumber & Hardware, Inc. Employee Stock Ownership PlanMadison Lumber & Hardware, I…$7MBlocka Construction, Inc. Employee Stock Ownership PlanBlocka Construction, Inc. Em…$7MAndesa Services Inc. Employee Stock Ownership PlanAndesa Services Inc. Employe…$7MLitho Press, Inc. Employee Stock Ownership PlanLitho Press, Inc. Employee S…$7M
End-of-year total assets ($M) among Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Madison Lumber & Hardware, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Madison Lumber & Hardware, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.521957467213824% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $10.1M $9.04M ▼ -10.5%
Year Plans Participants Total Assets
2022 2 58 $10M
2023 2 73 $10M
2024 2 68 $9M

Madison Lumber & Hardware, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$974K
Employer EIN920036766
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alaska

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

Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants Scatter plot of 6 data points. 050100150200 01020304050 Total assets ($M) Participants Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.179272 · Participants: 34Madison Lumber & Hardware, Inc. Employee Stock Ownership PlanAlaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 42.456278 · Participants: 136Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and TrustCornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 38.962395 · Participants: 40Cornerstone Holdings, Inc. Employee Stock Ownership Plan and TrustAlaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 37.48845 · Participants: 52Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and TrustSagaya Corporation Employee Stock Ownership Plan, Total assets ($M): 22.859226 · Participants: 101Sagaya Corporation Employee Stock Ownership PlanAlaska Rent-a-Car, Inc. Employee Stock Ownership Plan, Total assets ($M): 16.405084 · Participants: 145Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan
Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants
Compare Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alaska, the nearest ESOP by assets is Blocka Construction, Inc. Employee Stock Ownership Plan in CA ($7M); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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.

Frequently Asked Questions

How did Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.9% during 2024, from $8M to $7M. Reported net income was -$974K.
How have Madison Lumber & Hardware, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Madison Lumber & Hardware, Inc.'s sponsor-wide assets declined 10.5%, from $10M to $9M.
Which ESOP plans are similar in size to Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blocka Construction, Inc. Employee Stock Ownership Plan in CA ($7M, 34 participants).
Which ESOP plans cover a similar participant headcount to Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants, N/A in assets).

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 920036766.

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.