401(k) · DOL Form 5500 · 2024

Wm. B. Morse Lumber Co. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 125
Participants Small participant base: 65th
Percentile by assets National rank: $123,772
Avg per participant Near avg balance/head

Official DOL plan name: Wm. B. Morse Lumber Co. Retirement Savings Plan · Sponsored by Wm. B. Morse Lumber Co. · New York · Wholesale Trade

$15M in assets, 125 participants

Wm. B. Morse Lumber Co.'s Wm. B. Morse Lumber Co. Retirement Savings Plan reported $15M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

#3,537 in Wholesale Trade (6,080 peers)

Coverage in New York

Wm. B. Morse Lumber Co. Retirement Savings Plan covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $15M.

#3,537
in Wholesale Trade (6,080 peers): +1.1%
assets growth YoY

Wm. B. Morse Lumber Co. Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Wm. B. Morse Lumber Co. Retirement Savings Plan vs every filed plan by assets

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

$15,471,511 Top 35% higher than 65% 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

Wm. B. Morse Lumber Co. Retirement Savings 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. Wm. B. Morse Lumber Co. Retirement Savings Plan sits mid-pack in the medium band (125 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 160560500 · Wm. B. Morse Lumber Co. PY 2024 · 401(k)

Wm. B. Morse Lumber Co. Retirement Savings Plan · $15M · 125 · 65th

PHOTO $15M
IND 125
EOY 65th
5500 401(k)
ASSETS near Mandel Group, Inc. Salary Savings 401(k) Plan
PCT ind #3537

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 New York →

End-of-year total assets ($M) among Wm. B. Morse Lumber Co. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$15M
Net Income	$164K
Employer EIN	160560500
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Wm. B. Morse Lumber Co. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Wm. B. Morse Lumber Co. Retirement Savings Plan side-by-side with 3 peers →

Wm. B. Morse Lumber Co. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mandel Group, Inc. Salary Savings 401(k) Plan in WI ($15M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Mandel Group, Inc. Salary Savings 401(k) Plan (WI) $15M · 124
Pleasureland Inc. Profit Sharing Plan (MN) $15M · 252
Oxford Capital Group 401(k) Profit Sharing Plan (IL) $15M · 1,446
Jako Enterprises, LLC 401(k) Profit Sharing Plan (PA) $15M · 3,136

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

Portland Forge Interim Manufacturing Plan (IN) 125 · 0 off
La Tavola 401(k) Profit Sharing Plan & Trust (CA) 125 · 0 off
Chariot Transit Inc. 401(k) Plan (MI) 125 · 0 off
Bmw Fresno 401(k) Plan (CA) 125 · 0 off

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 Wm. B. Morse Lumber Co. Retirement Savings Plan assets move in 2024? ▼

Wm. B. Morse Lumber Co. Retirement Savings Plan edged up modestly - up 1.1% during 2024, from $15M to $15M. Reported net income was $164K.

Which 401(k) plans are similar in size to Wm. B. Morse Lumber Co. Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mandel Group, Inc. Salary Savings 401(k) Plan in WI ($15M, 124 participants).

Which 401(k) plans cover a similar participant headcount to Wm. B. Morse Lumber Co. Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 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 160560500.