Defined Benefit (Pension) · DOL Form 5500 · 2024

Anderson-Tully Lumber Company, LLC Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
6
Participants Small participant base
55th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Anderson-Tully Salaried Employees' Pension Plan · Sponsored by Anderson-Tully Lumber Company, LLC · North Carolina · Manufacturing

$10M in assets, 6 participants

Anderson-Tully Lumber Company, LLC's Anderson-Tully Salaried Employees' Pension Plan reported $10M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,308 in Manufacturing (17,777 peers)

Anderson-Tully Lumber Company, LLC multi-year trail

Anderson-Tully Lumber Company, LLC's plans moved -57.4% in assets from 2022 to 2024; this filing shows Anderson-Tully Salaried Employees' Pension Plan at $10M / 6 participants.

#7,308
in Manufacturing (17,777 peers)
+1.0%
assets growth YoY

Anderson-Tully Salaried Employees' Pension Plan's mid-pack asset rank among Manufacturing and all filers

Anderson-Tully Salaried Employees' Pension Plan vs every filed plan by assets

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

$9,842,448 Top 45% higher than 55% 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

Anderson-Tully Salaried Employees' Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anderson-Tully Salaried Employees' Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Anderson-Tully Salaried Employees' Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $102K in the plan year 2024 filing.
  • Anderson-Tully Salaried Employees' Pension Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2024 filing.

See the national 2022→2024 release diff →

EBSA filing schedule strip

Filing strip 621720411 · Anderson-Tully Lumber Company, LLC PY 2024 · Defined Benefit (Pension)

Anderson-Tully Salaried Employees' Pension Plan · $10M · 6 · 55th

  • EBSA $10M
  • PART 6
  • TYPE 55th
  • NET Defined Benefit (Pension)
  • BOOK near Westinghouse Pension Plan for Newington Boilermakers
  • VS-ST ind #7308

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 North Carolina →

Anderson-Tully Salaried Employees' Pension Plan in the asset neighbourhood

United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension PlanUnited Bancorp, Inc. of Mart…$10MAlabama State Employees Credit Union Cash Balance Defined Benefit Plan and TrustAlabama State Employees Cred…$10MAnderson-Tully Salaried Employees' Pension PlanAnderson-Tully Salaried Empl…$10MWestinghouse Pension Plan for Newington BoilermakersWestinghouse Pension Plan fo…$10MThe Okonite Company Orangeburg Hourly Employees Pension PlanThe Okonite Company Orangebu…$10M
End-of-year total assets ($M) among Anderson-Tully Salaried Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Anderson-Tully Lumber Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Anderson-Tully Lumber Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 57.35095721987003% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $23.1M $9.84M ▼ -57.4%
Year Plans Participants Total Assets
2022 2 6 $23M
2023 1 N/A $15M
2024 1 6 $10M

Anderson-Tully Lumber Company, LLC filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$102K
Employer EIN621720411
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Anderson-Tully Salaried Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants Anderson-Tully Salaried Employees' Pension Plan, Total assets ($B): 0.009842448 · Participants: 6Anderson-Tully Salaried Employees' Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.577892612 · Participants: 9923Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.698665729 · Participants: 38548Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.678 · Participants: 13576Duke Energy Retirement Cash Balance PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.784844379 · Participants: 22655Employees' Retirement Plan of Duke UniversityThe Hearst Corporation Retirement Plan, Total assets ($B): 2.397551709 · Participants: 1745The Hearst Corporation Retirement Plan
Anderson-Tully Salaried Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Anderson-Tully Salaried Employees' Pension Plan side-by-side with 3 peers →

Anderson-Tully Salaried Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Westinghouse Pension Plan for Newington Boilermakers in PA ($10M); by covered participants it is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Anderson-Tully Salaried Employees' Pension Plan assets move in 2024? ▼
Anderson-Tully Salaried Employees' Pension Plan edged up modestly - up 1.0% during 2024, from $10M to $10M. Reported net income was $102K.
How have Anderson-Tully Lumber Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anderson-Tully Lumber Company, LLC's sponsor-wide assets declined 57.4%, from $23M to $10M.
Which Defined Benefit (Pension) plans are similar in size to Anderson-Tully Salaried Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Westinghouse Pension Plan for Newington Boilermakers in PA ($10M, 55 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Anderson-Tully Salaried Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 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 621720411.

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.