Retirement plan

TOM L. DAVIS LUMBER COMPANY PROFIT SHARING & THRIFT PLAN

Name: TOM L. DAVIS LUMBER COMPANY - TOM L. DAVIS LUMBER COMPANY PROFIT SHARING & THRIFT PLAN (2025) Form 5500
Creator: TOM L. DAVIS LUMBER COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOM L. DAVIS LUMBER COMPANY PROFIT SHARING & THRIFT PLAN, TOM L. DAVIS LUMBER COMPANY

TOM L. DAVIS LUMBER COMPANYEIN 73-0689218Plan #001PY 2025

P. O. BOX 82217 - OKLAHOMA CITY, OK 731480217405-606-1000

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$4M

+16.2% from 2024

Total participants

+4.5% from 2024

Average account balance

$175,534

+11.1% from 2024

Annual return

14.45%

+3.35 pp from 2024

Benchmarks

See 4,952 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort4,952 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.04M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$176K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

121.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.45%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$182

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$220 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.104%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$175,534

$254,759-31.1%

$216,567-18.9%

$198,609-11.6%

Participation rate

100.0%

84.5%+15.5pp

81.6%+18.4pp

82.4%+17.6pp

Annual return

14.45%

10.04%+4.4pp

12.94%+1.5pp

202.70%-188.2pp

Employer contribution / active EE

$1,649

$6,096-73.0%

$5,216-68.4%

$5,055-67.4%

Participant deferral / active EE

$1,696

$6,948-75.6%

$6,191-72.6%

$6,977-75.7%

Admin fee / account holder

$182

$26,311-99.3%

$21,981-99.2%

$19,030-99.0%

TOM L. DAVIS LUMBER COMPANY PROFIT SHARING & THRIFT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOM L. DAVIS LUMBER COMPANY PROFIT SHARING & THRIFT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion