Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Stratton Lumber/Trg Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Stratton Lumber, Inc. · Maine · Manufacturing

What the 2023 filing shows

Stratton Lumber/Trg Retirement Savings Plan holds $11M for 153 participants — about $73,268 per participant, up 14.3% over the 2024 plan year.

$11M
total plan assets (2024 EOY)
153
covered participants
$73,268
avg assets per participant
+14.3%
assets growth YoY
Total Assets (2023)
$11M
Participants
153
State
Industry
Manufacturing

What the Filing Says About Stratton Lumber/Trg Retirement Savings Plan

Stratton Lumber/Trg Retirement Savings Plan is a Profit Sharing retirement plan sponsored by Stratton Lumber, Inc., headquartered in Maine. As of the 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 153 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 010366009, and the plan has been effective since 1992-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2024 to $11M at year-end — a gain of 14.3%. Net assets (after liabilities) closed the year at $11M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$1M
Plan TypeProfit Sharing
Employer EIN010366009
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Stratton Lumber/Trg Retirement Savings Plan?
As of the 2024 Form 5500 filing, Stratton Lumber/Trg Retirement Savings Plan holds $11M in total assets with 153 participants. It is sponsored by Stratton Lumber, Inc..
What type of plan is Stratton Lumber/Trg Retirement Savings Plan?
Stratton Lumber/Trg Retirement Savings Plan is a Profit Sharing plan. It has been effective since 1992-11-01. The plan is filed with the U.S. Department of Labor under EIN 010366009.
Who sponsors the Stratton Lumber/Trg Retirement Savings Plan?
Stratton Lumber/Trg Retirement Savings Plan is sponsored by Stratton Lumber, Inc., located in Maine. The sponsor's EIN is 010366009 and the plan operates in the Manufacturing industry.
How did Stratton Lumber/Trg Retirement Savings Plan perform in 2024?
Stratton Lumber/Trg Retirement Savings Plan grew by 14.3% during 2024, moving from $10M to $11M in total assets. Net income was $1M.
Where can I find official filings for Stratton Lumber/Trg Retirement Savings Plan?
Official Form 5500 filings for Stratton Lumber/Trg Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 010366009 or plan name at efast.dol.gov.
How does Stratton Lumber/Trg Retirement Savings Plan compare to other plans?
You can compare Stratton Lumber/Trg Retirement Savings Plan against other Profit Sharing plans on the plan type page, or view plans in Maine on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 010366009.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.