401(k) · DOL Form 5500 · 2024
Lumbermen's, Inc. 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 513
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $237,447
- Avg per participant Above avg balance/head
Official DOL plan name: Lumbermen's Employee Stock Ownership and Savings Plan · Sponsored by Lumbermen's, Inc. · Michigan · Wholesale Trade
$122M in assets, 513 participants
Lumbermen's, Inc.'s Lumbermen's Employee Stock Ownership and Savings Plan reported $122M in total assets and 513 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #5,679 in Wholesale Trade (6,080 peers)
Where Lumbermen's Employee Stock Ownership and Savings Plan sits by assets
Lumbermen's Employee Stock Ownership and Savings Plan sits in the top 10% of all filed plans by assets, $122M for 513 participants (~$237,447/participant), up 7.4% in 2024.
- #5,679
- in Wholesale Trade (6,080 peers)
- +7.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Lumbermen's Employee Stock Ownership and Savings Plan's outsized position by total assets
Lumbermen's Employee Stock Ownership and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$121,810,191 Top 8% higher than 92% 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
Lumbermen's Employee Stock Ownership and 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. Lumbermen's Employee Stock Ownership and Savings Plan sits mid-pack in the medium band (513 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lumbermen's Employee Stock Ownership and Savings Plan reported net income rose from $4M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Lumbermen's Employee Stock Ownership and Savings Plan end-of-year assets rose from $113M in the plan year 2023 filing to $122M in the plan year 2024 filing.
- Lumbermen's Employee Stock Ownership and Savings Plan reported participants rose from 506 in the plan year 2023 filing to 513 in the plan year 2024 filing.
DOL schedule card
Filing strip 383367986 · Lumbermen's, Inc. PY 2024 · 401(k)
Lumbermen's Employee Stock Ownership and Savings Plan · $122M · 513 · 92nd
- PCT $122M
- PCT 513
- PCT 92nd
- PCT 401(k)
- PCT near Stitch Fix, Inc. 401(k) Savings Plan
- PCT ind #5679
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 Michigan →
Lumbermen's Employee Stock Ownership and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $9M |
| Employer EIN | 383367986 |
| Plan Effective Date | 1969-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lumbermen's, Inc.)
Sponsor-wide plan assets over time
All Lumbermen's, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $122M 11.462033515970587% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 450 | $109M |
| 2023 | 1 | 506 | $113M |
| 2024 | 1 | 513 | $122M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Lumbermen's Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Stitch Fix, Inc. 401(k) Savings Plan in CA ($122M); by covered participants it is California Credit Union 401(k) Plan in CA (513 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Stitch Fix, Inc. 401(k) Savings Plan (CA) $122M · 3,403
- Media Holdings 401(k) Retirement Savings Plan (FL) $122M · 1,442
- Upwork Retirement Savings Plan (CA) $122M · 792
- Crystal Clean, LLC Retirement Savings Plan (IL) $122M · 2,067
Similar participant headcount
Nearest other-state filings by covered participants (513 participants); asset peers above are excluded.
- California Credit Union 401(k) Plan (CA) 513 · 0 off
- Earl W. Colvard, Inc. Savings Plan (FL) 513 · 0 off
- Savilinx 401(k) Plan (ME) 513 · 0 off
- Printful, Inc. 401(k) Plan (NC) 513 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.