401(k) · DOL Form 5500 · 2024

Cersosimo Lumber Co., Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
221
Participants Below avg headcount
70th
Percentile by assets National rank
$90,237
Avg per participant Below avg balance/head
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Official DOL plan name: The Cersosimo Companies 401(k) Savings & Investment Plan · Sponsored by Cersosimo Lumber Co., Inc. · Vermont · Manufacturing

$20M in assets, 221 participants

Cersosimo Lumber Co., Inc.'s The Cersosimo Companies 401(k) Savings & Investment Plan reported $20M in total assets and 221 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,618 in Manufacturing (17,777 peers)

Cersosimo Lumber Co., Inc. multi-year trail

Cersosimo Lumber Co., Inc.'s plans moved +15.7% in assets from 2022 to 2024; this filing shows The Cersosimo Companies 401(k) Savings & Investment Plan at $20M / 221 participants.

#10,618
in Manufacturing (17,777 peers)
+7.1%
assets growth YoY

The Cersosimo Companies 401(k) Savings & Investment Plan's outsized position by total assets

The Cersosimo Companies 401(k) Savings & Investment Plan vs every filed plan by assets

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

$19,942,366 Top 30% higher than 70% 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

The Cersosimo Companies 401(k) Savings & Investment 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. The Cersosimo Companies 401(k) Savings & Investment Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Cersosimo Companies 401(k) Savings & Investment Plan reported participants fell from 238 in the plan year 2023 filing to 221 in the plan year 2024 filing.
  • The Cersosimo Companies 401(k) Savings & Investment Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • The Cersosimo Companies 401(k) Savings & Investment Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 030177289 · Cersosimo Lumber Co., Inc. PY 2024 · 401(k)

The Cersosimo Companies 401(k) Savings & Investment Plan · $20M · 221 · 70th

  • BOOK $20M
  • BOOK 221
  • BOOK 70th
  • BOOK 401(k)
  • BOOK near Sanctuary Wealth Group, LLC 401(k) Retirement Plan
  • BOOK ind #10618

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 Manufacturing retirement plans → · Plans in Vermont →

The Cersosimo Companies 401(k) Savings & Investment Plan in the asset neighbourhood

Robert J. Devereaux Corporation 401(k) Profit Sharing PlanRobert J. Devereaux Corporat…$20MThe Price Companies, Inc. 401(k) PlanThe Price Companies, Inc. 40…$20MThe Cersosimo Companies 401(k) Savings & Investment PlanThe Cersosimo Companies 401(…$20MSanctuary Wealth Group, LLC 401(k) Retirement PlanSanctuary Wealth Group, LLC …$20MAntonio Sofo & Son Importing Co. Employees' 401(k) PlanAntonio Sofo & Son Importing…$20M
End-of-year total assets ($M) among The Cersosimo Companies 401(k) Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cersosimo Lumber Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cersosimo Lumber Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 15.742864956522062% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $17.2M $19.9M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 231 $17M
2023 1 238 $19M
2024 1 221 $20M

Cersosimo Lumber Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN030177289
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

The Cersosimo Companies 401(k) Savings & Investment Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants The Cersosimo Companies 401(k) Savings & Investment Plan, Total assets ($B): 0.019942366 · Participants: 221The Cersosimo Companies 401(k) Savings & Investment PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
The Cersosimo Companies 401(k) Savings & Investment Plan vs. nearby 401(k) plans in Vermont, assets vs. participants

The Cersosimo Companies 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Sanctuary Wealth Group, LLC 401(k) Retirement Plan in IN ($20M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 The Cersosimo Companies 401(k) Savings & Investment Plan assets move in 2024?
The Cersosimo Companies 401(k) Savings & Investment Plan grew at a solid clip - up 7.1% during 2024, from $19M to $20M. Reported net income was $1M.
How have Cersosimo Lumber Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cersosimo Lumber Co., Inc.'s sponsor-wide assets grew 15.7%, from $17M to $20M.
Which 401(k) plans are similar in size to The Cersosimo Companies 401(k) Savings & Investment Plan?
Among 401(k) plans in other states, the closest by assets is Sanctuary Wealth Group, LLC 401(k) Retirement Plan in IN ($20M, 131 participants).
Which 401(k) plans cover a similar participant headcount to The Cersosimo Companies 401(k) Savings & Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 participants, $2M in assets).