401(k) · DOL Form 5500 · 2024

Allied Lumber and Merchandise, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
31st
Percentile by assets National rank
$112,995
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allied Lumber and Merchandise 401(k) Plan · Sponsored by Allied Lumber and Merchandise, Inc. · Texas · Retail Trade

$2M in assets, 20 participants

Allied Lumber and Merchandise, Inc.'s Allied Lumber and Merchandise 401(k) Plan reported $2M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,453 in Retail Trade (8,048 peers)

Allied Lumber and Merchandise, Inc. multi-year trail

Allied Lumber and Merchandise, Inc.'s plans moved +36.1% in assets from 2022 to 2024; this filing shows Allied Lumber and Merchandise 401(k) Plan at $2M / 20 participants.

#3,453
in Retail Trade (8,048 peers)
+19.1%
assets growth YoY

Allied Lumber and Merchandise 401(k) Plan among the smaller filed plans by assets

Allied Lumber and Merchandise 401(k) Plan vs every filed plan by assets

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

$2,259,896 31st percentile higher than 31% 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

Allied Lumber and Merchandise 401(k) 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. Allied Lumber and Merchandise 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allied Lumber and Merchandise 401(k) Plan reported net income rose from $236K in the plan year 2023 filing to $363K in the plan year 2024 filing.
  • Allied Lumber and Merchandise 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Allied Lumber and Merchandise 401(k) Plan reported participants rose from 17 in the plan year 2023 filing to 20 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 741687425 · Allied Lumber and Merchandise, Inc. PY 2024 · 401(k)

Allied Lumber and Merchandise 401(k) Plan · $2M · 20 · 31st

  • PHOTO $2M
  • IND 20
  • EOY 31st
  • 5500 401(k)
  • ASSETS near Photometrics, Inc. a California Corporation Profit Sharing Plan
  • PCT ind #3453

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 Retail Trade retirement plans → · Plans in Texas →

Allied Lumber and Merchandise 401(k) Plan in the asset neighbourhood

Allied Lumber and Merchandise 401(k) PlanAllied Lumber and Merchandis…$2MPhotometrics, Inc. a California Corporation Profit Sharing PlanPhotometrics, Inc. a Califor…$2MThe Spa and Sauna Company, LLC Profit Sharing 401(k) Plan & TrustThe Spa and Sauna Company, L…$2MBlue Ocean Realty, LLC Retirement PlanBlue Ocean Realty, LLC Retir…$2M403(b) Thrift Plan for Employees of Golden Age, Inc.403(b) Thrift Plan for Emplo…$2M
End-of-year total assets ($M) among Allied Lumber and Merchandise 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Allied Lumber and Merchandise, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allied Lumber and Merchandise, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 36.062577216055644% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.66M $2.26M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 17 $2M
2024 1 20 $2M

Allied Lumber and Merchandise, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$363K
Employer EIN741687425
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Allied Lumber and Merchandise 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Allied Lumber and Merchandise 401(k) Plan, Total assets ($B): 0.002259896 · Participants: 20Allied Lumber and Merchandise 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Allied Lumber and Merchandise 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Allied Lumber and Merchandise 401(k) Plan side-by-side with 3 peers →

Allied Lumber and Merchandise 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Photometrics, Inc. a California Corporation Profit Sharing Plan in CA ($2M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Allied Lumber and Merchandise 401(k) Plan assets move in 2024? ▼
Allied Lumber and Merchandise 401(k) Plan grew sharply - up 19.1% during 2024, from $2M to $2M. Reported net income was $363K.
How have Allied Lumber and Merchandise, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Lumber and Merchandise, Inc.'s sponsor-wide assets grew 36.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Allied Lumber and Merchandise 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Photometrics, Inc. a California Corporation Profit Sharing Plan in CA ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Allied Lumber and Merchandise 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 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 741687425.

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.