401(k) · DOL Form 5500 · 2024
Lumbermens Merchandising Corporation 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 205
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $483,458
- Avg per participant High balance/head
Official DOL plan name: Lumbermens Merchandising Corporation Savings and Retirement Plan · Sponsored by Lumbermens Merchandising Corporation · Pennsylvania · Wholesale Trade
$99M in assets, 205 participants
Lumbermens Merchandising Corporation's Lumbermens Merchandising Corporation Savings and Retirement Plan reported $99M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #5,600 in Wholesale Trade (6,080 peers)
Coverage in Pennsylvania
Lumbermens Merchandising Corporation Savings and Retirement Plan covers 205 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $99M.
- #5,600
- in Wholesale Trade (6,080 peers)
- -1.9%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lumbermens Merchandising Corporation Savings and Retirement Plan's outsized position by total assets
Lumbermens Merchandising Corporation Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$99,108,866 Top 10% higher than 90% 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
Lumbermens Merchandising Corporation Savings and Retirement 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. Lumbermens Merchandising Corporation Savings and Retirement Plan sits mid-pack in the medium band (205 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lumbermens Merchandising Corporation Savings and Retirement Plan reported net income fell from $11M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Lumbermens Merchandising Corporation Savings and Retirement Plan reported participants rose from 191 in the plan year 2023 filing to 205 in the plan year 2024 filing.
- Lumbermens Merchandising Corporation Savings and Retirement Plan end-of-year assets fell from $101M in the plan year 2023 filing to $99M in the plan year 2024 filing.
DOL schedule card
Filing strip 230825150 · Lumbermens Merchandising Corporation PY 2024 · 401(k)
Lumbermens Merchandising Corporation Savings and Retirement Plan · $99M · 205 · 90th
- ASSETS $99M
- ASSETS 205
- ASSETS 90th
- ASSETS 401(k)
- ASSETS near Mclarens, LLC Defined Contribution 401(k) Plan
- ASSETS ind #5600
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 Pennsylvania →
Lumbermens Merchandising Corporation Savings and Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | -$2M |
| Employer EIN | 230825150 |
| Plan Effective Date | 1979-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lumbermens Merchandising Corporation)
Sponsor-wide plan assets over time
All Lumbermens Merchandising Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 9.63578367965241% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $90M |
| 2023 | 1 | 191 | $101M |
| 2024 | 1 | 205 | $99M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Lumbermens Merchandising Corporation Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Mclarens, LLC Defined Contribution 401(k) Plan in GA ($99M); by covered participants it is T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust in GA (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- Mclarens, LLC Defined Contribution 401(k) Plan (GA) $99M · 768
- Makita Shared Savings Plan (CA) $99M · 714
- Bal Retirement Plan (CA) $99M · 1,006
- Lincoln Technical Institute, Inc 401(k) Plan (NJ) $99M · 2,094
Similar participant headcount
Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.
- T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust (GA) 205 · 0 off
- Gbg, Inc. 401(k) Plan (CA) 205 · 0 off
- Care Central Vna & Hospice, Inc. 401(k) Plan (MA) 205 · 0 off
- Spectrum Industries, Inc. 401(k) Savings Plan (MI) 205 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.