UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 7, 2026

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

UNION GROVE LUMBER & TRUE VALUE COMPANY

This 401(k) plan holds N/A in total assets and serves 5 participants as of 2024. It is sponsored by UNION GROVE LUMBER & TRUE VALUE COMPANY in Wisconsin.

Total Assets (2023)

N/A

Participants

State

Wisconsin

Industry

Retail Trade

What the Filing Says About UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is a 401(k) retirement plan sponsored by UNION GROVE LUMBER & TRUE VALUE COMPANY, headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 5 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 390669030, and the plan has been effective since 1977-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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)	N/A
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Plan Type	401(k)
Employer EIN	390669030
Plan Effective Date	1977-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (UNION GROVE LUMBER & TRUE VALUE COMPANY)

Year	Plans	Participants	Total Assets
2022	1	6	N/A
2023	1	6	N/A
2024	1	5	N/A

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Frequently Asked Questions

How much money is in the UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼

As of the 2024 Form 5500 filing, UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST holds N/A in total assets with 5 participants. It is sponsored by UNION GROVE LUMBER & TRUE VALUE COMPANY.

What type of plan is UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼

UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is a 401(k) plan. It has been effective since 1977-01-01. The plan is filed with the U.S. Department of Labor under EIN 390669030.

Who sponsors the UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼

UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is sponsored by UNION GROVE LUMBER & TRUE VALUE COMPANY, located in Wisconsin. The sponsor's EIN is 390669030 and the plan operates in the Retail Trade industry.

How did UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST perform in 2024? ▼

UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST held N/A in total assets at the end of 2024.

Where can I find official filings for UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼

Official Form 5500 filings for UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390669030 or plan name at efast.dol.gov.

How does UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST compare to other plans? ▼

You can compare UNION GROVE LUMBER AND TRUE VALUE CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.