401(k) · DOL Form 5500 · 2024

M.S. Carver Lumber Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 12
Participants Small participant base: 42nd
Percentile by assets National rank: $416,701
Avg per participant High balance/head

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Official DOL plan name: M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust · Sponsored by M.S. Carver Lumber Company · Illinois · Wholesale Trade

$5M in assets, 12 participants

M.S. Carver Lumber Company's M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust reported $5M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

#1,928 in Wholesale Trade (6,080 peers)

M.S. Carver Lumber Company multi-year trail

M.S. Carver Lumber Company's plans moved +10.9% in assets from 2022 to 2024; this filing shows M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust at $5M / 12 participants.

#1,928
in Wholesale Trade (6,080 peers): -6.5%
assets change YoY

The plan reported a net loss of $346K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$5,000,412 42nd percentile higher than 42% 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

M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust is a small filing (12 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust reported net income fell from $834K in the plan year 2023 filing to -$346K in the plan year 2024 filing.
M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust reported participants rose from 9 in the plan year 2023 filing to 12 in the plan year 2024 filing.
M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 370743935 · M.S. Carver Lumber Company PY 2024 · 401(k)

M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust · $5M · 12 · 42nd

PCT $5M
PCT 12
PCT 42nd
PCT 401(k)
PCT near Pacific West Litho 401(k) Plan
PCT ind #1928

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 Illinois →

End-of-year total assets ($M) among M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

M.S. Carver Lumber Company multi-year asset trail

Latest sponsor-wide plan assets: $5M 10.934316100811461% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	12	$5M
2023	1	9	$5M
2024	1	12	$5M

M.S. Carver Lumber Company filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	-$346K
Employer EIN	370743935
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Pacific West Litho 401(k) Plan in CA ($5M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Pacific West Litho 401(k) Plan (CA) $5M · 37
Human Synergistics, Inc. 401(k) Profit Sharing Plan (MI) $5M · 24
E & V Energy Co. Retirement Plan (NY) $5M · 185
Burnside Investments, Inc. 401(k) Plan (TX) $5M · 2

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan (TN) 12 · 0 off
Mason Hill Advisors, LLC Profit Sharing Plan (CT) 12 · 0 off
Aj Machining, LLC 401(k)/Profit Sharing Plan (MN) 12 · 0 off
Adamsville Properties, Inc. 401(k) Plan (DE) 12 · 0 off

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 M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust assets move in 2024? ▼

M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust pulled back noticeably - down 6.5% during 2024, from $5M to $5M. Reported net income was -$346K.

How have M.S. Carver Lumber Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), M.S. Carver Lumber Company's sponsor-wide assets grew 10.9%, from $5M to $5M.

Which 401(k) plans are similar in size to M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Pacific West Litho 401(k) Plan in CA ($5M, 37 participants).

Which 401(k) plans cover a similar participant headcount to M.S. Carver Lumber Company 401(k) and Employee Stock Ownership Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 370743935.