Profit Sharing · DOL Form 5500 · 2024

Heldt Lumber Co., Inc. Profit Sharing Plan

Data updated 2026-07-24

$3M
Total assets: 19
Participants: 35th
Percentile by assets: $165,969
Avg per participant

Official DOL plan name: Heldt Lumber Co., Inc. Profit Sharing Plan · Sponsored by Heldt Lumber Co., Inc. · Arizona · Retail Trade

$3M in assets, 19 participants

Heldt Lumber Co., Inc.'s Heldt Lumber Co., Inc. Profit Sharing Plan reported $3M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

35th percentile by assets (of 116,472 plans)

Heldt Lumber Co., Inc. multi-year trail

Heldt Lumber Co., Inc.'s plans moved +50.8% in assets from 2022 to 2024; this filing shows Heldt Lumber Co., Inc. Profit Sharing Plan at $3M / 19 participants.

$3M
total plan assets (2024 EOY): 19
covered participants: 35th
percentile by assets (of 116,472 plans): $165,969
avg assets per participant

Heldt Lumber Co., Inc. Profit Sharing Plan reported net income fell from $680K in the plan year 2023 filing to $382K in the plan year 2024 filing.
Heldt Lumber Co., Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Heldt Lumber Co., Inc. Profit Sharing Plan reported participants fell from 21 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Arizona

Industry

Retail Trade

Heldt Lumber Co., Inc. across 3 plan years on file

Across the 3 plan years Heldt Lumber Co., Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 50.8%, while reported participants moved from 19 to 19 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).

Heldt Lumber Co., Inc. multi-year asset trail

Total plan assets by year, all Heldt Lumber Co., Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	19	$2M
2023	1	21	$3M
2024	1	19	$3M

Heldt Lumber Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$382K
Employer EIN	860148002
Plan Effective Date	1997-08-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Heldt Lumber Co., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Preferred Employer Plan II $76M · 415
Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
Center for Biological Diversity 403(b) DC Plan $34M · 187

Compare Heldt Lumber Co., Inc. Profit Sharing Pl… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Heldt Lumber Co., Inc. Profit Sharing Plan by total assets, not by location.

Triple Crown Realty, Inc. Profit Sharing Plan (CA) $3M · 3
Endocrinology Associates, S.C. Profit Sharing Plan (IL) $3M · 5
Gray Holdings, Inc. Retirement Plan (NJ) $3M · 30
M. Joy Spivak Enterprises, Inc. Profit Sharing Plan (CA) $3M · 3

Frequently Asked Questions

How did Heldt Lumber Co., Inc. Profit Sharing Plan assets move in 2024? ▼

Heldt Lumber Co., Inc. Profit Sharing Plan grew at a solid clip - up 13.8% during 2024, from $3M to $3M. Reported net income was $382K.

How have Heldt Lumber Co., Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Heldt Lumber Co., Inc.'s sponsor-wide assets grew 50.8%, from $2M to $3M.

Which Profit Sharing plans are similar in size to Heldt Lumber Co., Inc. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Triple Crown Realty, Inc. Profit Sharing Plan in CA ($3M, 3 participants).

Next read for Heldt Lumber Co., Inc. Profit Sharing Pl…

Multi-year trail

Ways to act on Heldt Lumber Co., Inc. Profit Sharing Plan's numbers.

By total assets, Heldt Lumber Co., Inc. Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Arizona. Compare plans
Heldt Lumber Co., Inc.'s sponsor-wide assets have grown 50.8% since 2022 across 3 plan years on file. More Retail Trade plans

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 860148002.

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.