ESOP · DOL Form 5500 · 2024

Edmund a. Allen Lumber Company ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
75
Participants Small participant base
78th
Percentile by assets National rank
$406,178
Avg per participant High balance/head
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Official DOL plan name: Edmund a. Allen Lumber Company Employee Stock Ownership Plan · Sponsored by Edmund a. Allen Lumber Company · Illinois · Wholesale Trade

$30M in assets, 75 participants

Edmund a. Allen Lumber Company's Edmund a. Allen Lumber Company Employee Stock Ownership Plan reported $30M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,620 in Wholesale Trade (6,080 peers)

Where Edmund a. Allen Lumber Company Employee Stock Ownership Plan sits by assets

Edmund a. Allen Lumber Company Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $30M for 75 participants (~$406,178/participant), up 9.7% in 2024.

#4,620
in Wholesale Trade (6,080 peers)
+9.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Edmund a. Allen Lumber Company Employee Stock Ownership Plan's outsized position by total assets

Edmund a. Allen Lumber Company Employee Stock Ownership Plan vs every filed plan by assets

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

$30,463,382 Top 22% higher than 78% 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

Edmund a. Allen Lumber Company 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. Edmund a. Allen Lumber Company Employee Stock Ownership Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edmund a. Allen Lumber Company Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Edmund a. Allen Lumber Company Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Edmund a. Allen Lumber Company Employee Stock Ownership Plan reported participants rose from 73 in the plan year 2023 filing to 75 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 360717800 · Edmund a. Allen Lumber Company PY 2024 · ESOP

Edmund a. Allen Lumber Company Employee Stock Ownership Plan · $30M · 75 · 78th

  • IND $30M
  • EOY 75
  • 5500 78th
  • ASSETS ESOP
  • PCT near Technical Builders, Inc. Employee Stock Ownership Plan
  • EIN ind #4620

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 Illinois →

Edmund a. Allen Lumber Company Employee Stock Ownership Plan in the asset neighbourhood

Mitchell/Martin Inc. Employee Stock Ownership PlanMitchell/Martin Inc. Employe…$31MPala Group, Inc. Employee Stock Ownership PlanPala Group, Inc. Employee St…$31MTechnical Builders, Inc. Employee Stock Ownership PlanTechnical Builders, Inc. Emp…$30MEdmund a. Allen Lumber Company Employee Stock Ownership PlanEdmund a. Allen Lumber Compa…$30MBluewater Constructors, Inc. Employee Stock Ownership PlanBluewater Constructors, Inc.…$30M
End-of-year total assets ($M) among Edmund a. Allen Lumber Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN360717800
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edmund a. Allen Lumber Company)

Sponsor-wide plan assets over time

All Edmund a. Allen Lumber Company plans reported in each filing year

Latest sponsor-wide plan assets
$30M 50.511092957801594% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $30.5M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 76 $20M
2023 1 73 $28M
2024 1 75 $30M

Nearby ESOP Plans in Illinois

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

Edmund a. Allen Lumber Company Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Edmund a. Allen Lumber Company Employee Stock Ownership Plan, Total assets ($B): 0.030463382 · Participants: 75Edmund a. Allen Lumber Company Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Edmund a. Allen Lumber Company Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Edmund a. Allen Lumber Company Employee Stock Ownership Plan side-by-side with 3 peers →

Edmund a. Allen Lumber Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Technical Builders, Inc. Employee Stock Ownership Plan in CA ($30M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Edmund a. Allen Lumber Company Employee Stock Ownership Plan assets move in 2024? ▼
Edmund a. Allen Lumber Company Employee Stock Ownership Plan grew at a solid clip - up 9.7% during 2024, from $28M to $30M. Reported net income was $3M.
How have Edmund a. Allen Lumber Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edmund a. Allen Lumber Company's sponsor-wide assets grew 50.5%, from $20M to $30M.
Where does Edmund a. Allen Lumber Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Edmund a. Allen Lumber Company Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Edmund a. Allen Lumber Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Technical Builders, Inc. Employee Stock Ownership Plan in CA ($30M, 44 participants).
Which ESOP plans cover a similar participant headcount to Edmund a. Allen Lumber Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (75 participants, $7M 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 360717800.

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.