ESOP · DOL Form 5500 · 2024

Concord Lumber Corporation ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
116
Participants Small participant base
52nd
Percentile by assets National rank
$71,765
Avg per participant Below avg balance/head
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Official DOL plan name: Concord Lumber Corp. Employee Stock Ownership Plan & Trust · Sponsored by Concord Lumber Corporation · Massachusetts · Retail Trade

$8M in assets, 116 participants

Concord Lumber Corporation's Concord Lumber Corp. Employee Stock Ownership Plan & Trust reported $8M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,002 in Retail Trade (8,048 peers)

Coverage in Massachusetts

Concord Lumber Corp. Employee Stock Ownership Plan & Trust covers 116 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#5,002
in Retail Trade (8,048 peers)
+18.1%
assets growth YoY

Concord Lumber Corp. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Concord Lumber Corp. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$8,324,682 Top 48% higher than 52% 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

Concord Lumber Corp. Employee Stock Ownership Plan & Trust 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. Concord Lumber Corp. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concord Lumber Corp. Employee Stock Ownership Plan & Trust reported net income rose from -$1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Concord Lumber Corp. Employee Stock Ownership Plan & Trust end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Concord Lumber Corp. Employee Stock Ownership Plan & Trust reported participants rose from 106 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042482120 · Concord Lumber Corporation PY 2024 · ESOP

Concord Lumber Corp. Employee Stock Ownership Plan & Trust · $8M · 116 · 52nd

  • TYPE $8M
  • NET 116
  • BOOK 52nd
  • VS-ST ESOP
  • BOY near Msa Consulting, Inc. Employee Stock Ownership Plan
  • SCH ind #5002

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 What is an ESOP? → · Plans in Massachusetts →

Concord Lumber Corp. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Msa Consulting, Inc. Employee Stock Ownership PlanMsa Consulting, Inc. Employe…$8MConcord Lumber Corp. Employee Stock Ownership Plan & TrustConcord Lumber Corp. Employe…$8MBalke Brown Transwestern, Inc. Employee Stock Ownership PlanBalke Brown Transwestern, In…$8MMiles Treaster & Associates Employee Stock Ownership PlanMiles Treaster & Associates …$8MPropeller, Inc. Employee Stock Ownership PlanPropeller, Inc. Employee Sto…$8M
End-of-year total assets ($M) among Concord Lumber Corp. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN042482120
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concord Lumber Corporation)

Sponsor-wide plan assets over time

All Concord Lumber Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$16M 12.243216651782012% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14.1M $15.8M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 268 $14M
2023 2 240 $14M
2024 2 243 $16M

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Concord Lumber Corp. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Concord Lumber Corp. Employee Stock Ownership Plan & Trust, Total assets ($M): 8.324682 · Participants: 116Concord Lumber Corp. Employee Stock Ownership Plan & TrustConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Concord Lumber Corp. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Concord Lumber Corp. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Concord Lumber Corp. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Msa Consulting, Inc. Employee Stock Ownership Plan in CA ($8M); by covered participants it is Siteworks Holding Co., Inc. Employee Stock Ownership Plan in AZ (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Concord Lumber Corp. Employee Stock Ownership Plan & Trust assets move in 2024? ▼
Concord Lumber Corp. Employee Stock Ownership Plan & Trust grew sharply - up 18.1% during 2024, from $7M to $8M. Reported net income was $1M.
How have Concord Lumber Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concord Lumber Corporation's sponsor-wide assets grew 12.2%, from $14M to $16M.
Which ESOP plans are similar in size to Concord Lumber Corp. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Msa Consulting, Inc. Employee Stock Ownership Plan in CA ($8M, 66 participants).
Which ESOP plans cover a similar participant headcount to Concord Lumber Corp. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Siteworks Holding Co., Inc. Employee Stock Ownership Plan in AZ (116 participants, $22M 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 042482120.

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.