ESOP · DOL Form 5500 · 2024
Campbell Lumber & Supply Co., Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $328,412
- Avg per participant High balance/head
Official DOL plan name: Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust · Sponsored by Campbell Lumber & Supply Co., Inc. · Wisconsin · Retail Trade
$4M in assets, 12 participants
Campbell Lumber & Supply Co., Inc.'s Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust reported $4M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #3,954 in Retail Trade (8,048 peers)
What the 2024 filing shows
Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust holds $4M for 12 participants - about $328,412 per participant, in the lower half of filed plans by assets.
- #3,954
- in Retail Trade (8,048 peers)
- +3.0%
- assets growth YoY
Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Retail Trade and all filers
Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,940,938 38th percentile higher than 38% 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
Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust reported net income rose from -$71K in the plan year 2023 filing to $116K in the plan year 2024 filing.
- Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust reported participants rose from N/A in the plan year 2023 filing to 12 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390195540 · Campbell Lumber & Supply Co., Inc. PY 2024 · ESOP
Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust · $4M · 12 · 38th
- ASSETS $4M
- PCT 12
- EIN 38th
- RANK ESOP
- PHOTO near Quadrant Holdings Co., Inc. Employee Stock Ownership Plan
- IND ind #3954
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 Wisconsin →
Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $116K |
| Employer EIN | 390195540 |
| Plan Effective Date | 1987-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Campbell Lumber & Supply Co., Inc.)
Sponsor-wide plan assets over time
All Campbell Lumber & Supply Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 1.1716949952725042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $4M |
| 2023 | 1 | N/A | $4M |
| 2024 | 1 | 12 | $4M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc Employee Stock Ownership Plan $3.8B · 6,519
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $796M · 2,967
- Ki Employee Stock Ownership Plan $604M · 1,689
- Wausau Supply Company Employee Stock Ownership Plan $333M · 834
- Trachte Building Systems Employee Stock Ownership Plan $315M · 266
Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Quadrant Holdings Co., Inc. Employee Stock Ownership Plan in IA ($4M); by covered participants it is Valdez Construction, Inc. Employee Stock Ownership Plan in WA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.