401(k) · DOL Form 5500 · 2024
Shaw/Stewart Lumber Company 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $169,421
- Avg per participant Above avg balance/head
Official DOL plan name: Shaw/Stewart Lumber Company Salary Savings Plan · Sponsored by Shaw/Stewart Lumber Company · Minnesota · Retail Trade
$17M in assets, 102 participants
Shaw/Stewart Lumber Company's Shaw/Stewart Lumber Company Salary Savings Plan reported $17M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #6,289 in Retail Trade (8,048 peers)
Coverage in Minnesota
Shaw/Stewart Lumber Company Salary Savings Plan covers 102 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $17M.
- #6,289
- in Retail Trade (8,048 peers)
- +20.1%
- assets growth YoY
Shaw/Stewart Lumber Company Salary Savings Plan's outsized position by total assets
Shaw/Stewart Lumber Company Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,280,980 Top 33% higher than 67% 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
Shaw/Stewart Lumber Company Salary Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shaw/Stewart Lumber Company Salary Savings Plan sits mid-pack in the medium band (102 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shaw/Stewart Lumber Company Salary Savings Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Shaw/Stewart Lumber Company Salary Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Shaw/Stewart Lumber Company Salary Savings Plan reported participants fell from 111 in the plan year 2023 filing to 102 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 410535530 · Shaw/Stewart Lumber Company PY 2024 · 401(k)
Shaw/Stewart Lumber Company Salary Savings Plan · $17M · 102 · 67th
- BOOK $17M
- BOOK 102
- BOOK 67th
- BOOK 401(k)
- BOOK near Polytek Development Corp. Retirement Plan
- BOOK ind #6289
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 Minnesota →
Shaw/Stewart Lumber Company Salary Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 410535530 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shaw/Stewart Lumber Company)
Sponsor-wide plan assets over time
All Shaw/Stewart Lumber Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 43.09408167293993% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $12M |
| 2023 | 1 | 111 | $14M |
| 2024 | 1 | 102 | $17M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Shaw/Stewart Lumber Company Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Polytek Development Corp. Retirement Plan in PA ($17M); by covered participants it is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Polytek Development Corp. Retirement Plan (PA) $17M · 209
- Cvca 401(k)Plan (VA) $17M · 79
- Kl&a, Inc. 401(k) Plan and Trust (CO) $17M · 109
- Walker Automotive, Inc. 401(k) Plan (LA) $17M · 305
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- Paige Electric Co., L.P. 401(k) Profit Sharing Plan (NJ) 102 · 0 off
- U.S. Paint Employees Retirement Plan (MO) 102 · 0 off
- Cole's Hardware, Inc. Retirement Savings Plan (PA) 102 · 0 off
- Maranatha Human Services, Inc. 401(k) Plan (NY) 102 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.