401(k) · DOL Form 5500 · 2024

Timberland Investment Resources, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
26
Participants Small participant base
67th
Percentile by assets National rank
$638,271
Avg per participant High balance/head
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Official DOL plan name: Timberland Investment Resources, LLC 401(k) Plan · Sponsored by Timberland Investment Resources, LLC · North Carolina · Finance & Insurance

$17M in assets, 26 participants

Timberland Investment Resources, LLC's Timberland Investment Resources, LLC 401(k) Plan reported $17M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,350 in Finance & Insurance (8,549 peers)

Timberland Investment Resources, LLC multi-year trail

Timberland Investment Resources, LLC's plans moved +61.2% in assets from 2022 to 2024; this filing shows Timberland Investment Resources, LLC 401(k) Plan at $17M / 26 participants.

#4,350
in Finance & Insurance (8,549 peers)
+27.1%
assets growth YoY

Timberland Investment Resources, LLC 401(k) Plan's outsized position by total assets

Timberland Investment Resources, LLC 401(k) Plan vs every filed plan by assets

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

$16,595,038 Top 33% higher than 67% 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

Timberland Investment Resources, LLC 401(k) 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. Timberland Investment Resources, LLC 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Timberland Investment Resources, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Timberland Investment Resources, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Timberland Investment Resources, LLC 401(k) Plan reported participants fell from 28 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 270065303 · Timberland Investment Resources, LLC PY 2024 · 401(k)

Timberland Investment Resources, LLC 401(k) Plan · $17M · 26 · 67th

  • ASSETS $17M
  • PCT 26
  • EIN 67th
  • RANK 401(k)
  • PHOTO near Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan
  • IND ind #4350

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Timberland Investment Resources, LLC 401(k) Plan in the asset neighbourhood

Timberland Investment Resources, LLC 401(k) PlanTimberland Investment Resour…$17MIrwin R. Rose & Company, LLC 401(k) Profit Sharing PlanIrwin R. Rose & Company, LLC…$17MButler, Shine, Stern & Partners, LLC 401(k) PlanButler, Shine, Stern & Partn…$17MM.R.a. Profit Sharing Plan$17MHolloway Houston, Inc. 401(k) PlanHolloway Houston, Inc. 401(k…$17M
End-of-year total assets ($M) among Timberland Investment Resources, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Timberland Investment Resources, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Timberland Investment Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 61.18256741922582% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $16.6M ▲ +61.2%
Year Plans Participants Total Assets
2022 1 23 $10M
2023 1 28 $13M
2024 1 26 $17M

Timberland Investment Resources, LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN270065303
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Timberland Investment Resources, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Timberland Investment Resources, LLC 401(k) Plan, Total assets ($B): 0.016595038 · Participants: 26Timberland Investment Resources, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Timberland Investment Resources, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Timberland Investment Resources, LLC 401(k) Plan side-by-side with 3 peers →

Timberland Investment Resources, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan in IN ($17M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Timberland Investment Resources, LLC 401(k) Plan assets move in 2024? ▼
Timberland Investment Resources, LLC 401(k) Plan grew sharply - up 27.1% during 2024, from $13M to $17M. Reported net income was $4M.
How have Timberland Investment Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Timberland Investment Resources, LLC's sponsor-wide assets grew 61.2%, from $10M to $17M.
Which 401(k) plans are similar in size to Timberland Investment Resources, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan in IN ($17M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Timberland Investment Resources, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M 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 270065303.

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.