Other · DOL Form 5500 · 2022
James Nola Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: James Nola Investment Trust · Sponsored by James Nola · Florida · Real Estate
$2M in assets, 1 participants
James Nola's James Nola Investment Trust reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #2,564 in Real Estate (5,057 peers)
James Nola multi-year trail
James Nola's plans moved +16.3% in assets from 2022 to 2024; this filing shows James Nola Investment Trust at $2M / 1 participant.
- #2,564
- in Real Estate (5,057 peers)
- +26.0%
- assets growth YoY
James Nola Investment Trust among the smaller filed plans by assets
James Nola Investment Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,789,894 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
James Nola Investment Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Nola Investment Trust is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 814567515 · James Nola PY 2022 · Other
James Nola Investment Trust · $2M · 1 · 32nd
- BOOK $2M
- VS-ST 1
- BOY 32nd
- SCH Other
- EBSA near The New Museum of Contemporary Art 403(b) Plan
- PART ind #2564
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 Real Estate retirement plans → · Plans in Florida →
James Nola Investment Trust in the asset neighbourhood
James Nola multi-year asset trail
Sponsor-wide plan assets over time
All James Nola plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 16.278505878001713% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | N/A | $2M |
James Nola filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $369K |
| Employer EIN | 814567515 |
| Plan Effective Date | 2016-12-02 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
James Nola Investment Trust's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is The New Museum of Contemporary Art 403(b) Plan in NY ($2M); by covered participants it is Partnerships for Minnesota Futures DC Plan in MN (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.