401(k) · DOL Form 5500 · 2024

US Lbm, LLC 401(k) Plan

Data updated 2026-08-25

$620M
Total assets Above avg plan size
13,176
Participants Very large workforce
98th
Percentile by assets National rank
$47,084
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: US Lbm Holdings, LLC 401(k) Plan · Sponsored by US Lbm, LLC · Georgia · Wholesale Trade

$620M in assets, 13,176 participants

US Lbm, LLC's US Lbm Holdings, LLC 401(k) Plan reported $620M in total assets and 13,176 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #5,990 in Wholesale Trade (6,080 peers)

Coverage in Georgia

US Lbm Holdings, LLC 401(k) Plan covers 13,176 participants in Georgia, 12x the typical Georgia plan (state average ~1,096 per filing). Assets: $620M.

#5,990
in Wholesale Trade (6,080 peers)
+13.9%
assets growth YoY
6.2×
vs typical plan assets (national mean)

US Lbm Holdings, LLC 401(k) Plan's outsized position by total assets

US Lbm Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$620,379,162 Top 2% higher than 98% 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

US Lbm Holdings, LLC 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. US Lbm Holdings, LLC 401(k) Plan is a mega filing (13,176 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • US Lbm Holdings, LLC 401(k) Plan end-of-year assets rose from $544M in the plan year 2023 filing to $620M in the plan year 2024 filing.
  • US Lbm Holdings, LLC 401(k) Plan reported net income fell from $75M in the plan year 2023 filing to $68M in the plan year 2024 filing.
  • US Lbm Holdings, LLC 401(k) Plan reported participants fell from 13,346 in the plan year 2023 filing to 13,176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 883219071 · US Lbm, LLC PY 2024 · 401(k)

US Lbm Holdings, LLC 401(k) Plan · $620M · 13,176 · 98th

  • EOY $620M
  • EOY 13,176
  • EOY 98th
  • EOY 401(k)
  • EOY near Marcum Advisory Group, LLC 401(k) Plan
  • EOY ind #5990

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 Georgia →

US Lbm Holdings, LLC 401(k) Plan in the asset neighbourhood

Docusign, Inc. 401(k) Plan$620MMarcum Advisory Group, LLC 401(k) PlanMarcum Advisory Group, LLC 4…$620MUS Lbm Holdings, LLC 401(k) PlanUS Lbm Holdings, LLC 401(k) …$620MFreudenberg Companies 401(k) Retirement PlanFreudenberg Companies 401(k)…$619MValeo, Inc Retirement Savings PlanValeo, Inc Retirement Saving…$619M
End-of-year total assets ($M) among US Lbm Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$544M
Net Assets (End of Year)$620M
Net Income$68M
Employer EIN883219071
Plan Effective Date2010-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (US Lbm, LLC)

Sponsor-wide plan assets over time

All US Lbm, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$620M 13.936011386755162% vs 2023
2024 filing year
$500M$550M$600M$650M 20232024 $545M $620M ▲ +13.9%
Year Plans Participants Total Assets
2023 1 13,346 $544M
2024 1 13,176 $620M

Nearby 401(k) Plans in Georgia

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

US Lbm Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants US Lbm Holdings, LLC 401(k) Plan, Total assets ($B): 0.620379162 · Participants: 13176US Lbm Holdings, LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
US Lbm Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare US Lbm Holdings, LLC 401(k) Plan side-by-side with 3 peers →

US Lbm Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Marcum Advisory Group, LLC 401(k) Plan in NY ($620M); by covered participants it is Defined Contribution Retirement Plan of Moses Cone Health System in NC (13,177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($620M here).

Similar participant headcount

Nearest other-state filings by covered participants (13,176 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 US Lbm Holdings, LLC 401(k) Plan assets move in 2024? ▼
US Lbm Holdings, LLC 401(k) Plan grew at a solid clip - up 13.9% during 2024, from $544M to $620M. Reported net income was $68M.
How have US Lbm, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), US Lbm, LLC's sponsor-wide assets grew 13.9%, from $544M to $620M.
Where does US Lbm Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
US Lbm Holdings, LLC 401(k) Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to US Lbm Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marcum Advisory Group, LLC 401(k) Plan in NY ($620M, 3,682 participants).
Which 401(k) plans cover a similar participant headcount to US Lbm Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Defined Contribution Retirement Plan of Moses Cone Health System in NC (13,177 participants, $266M 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 883219071.

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.