Profit Sharing · DOL Form 5500 · 2022

Cole Realty Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$75K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$37,534
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cole Realty Associates, Inc. Profit Sharing Plan · Sponsored by Cole Realty Associates, Inc. · Ohio · Real Estate

$75K in assets, 2 participants

Cole Realty Associates, Inc.'s Cole Realty Associates, Inc. Profit Sharing Plan reported $75K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 5th 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.

  • #334 in Real Estate (5,057 peers)

Cole Realty Associates, Inc. multi-year trail

Cole Realty Associates, Inc.'s plans moved +87.3% in assets from 2022 to 2024; this filing shows Cole Realty Associates, Inc. Profit Sharing Plan at $75K / 2 participants.

#334
in Real Estate (5,057 peers)
-58.5%
assets change YoY

The plan reported a net loss of $106K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cole Realty Associates, Inc. Profit Sharing Plan among the smaller filed plans by assets

Cole Realty Associates, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$75,067 5th percentile higher than 5% of 139,123 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 2022

Cole Realty Associates, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cole Realty Associates, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 205216226 · Cole Realty Associates, Inc. PY 2022 · Profit Sharing

Cole Realty Associates, Inc. Profit Sharing Plan · $75K · 2 · 5th

  • PCT $75K
  • EIN 2
  • RANK 5th
  • PHOTO Profit Sharing
  • IND near C&m Healthy Snacks Incorporated Retirement Plan
  • EOY ind #334

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 Ohio →

Cole Realty Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Cole Realty Associates, Inc. Profit Sharing PlanCole Realty Associates, Inc.…$75KC&m Healthy Snacks Incorporated Retirement PlanC&m Healthy Snacks Incorpora…$75KThe Rives Group, Inc. Retirement PlanThe Rives Group, Inc. Retire…$75KHerblet Holdings Inc. Retirement PlanHerblet Holdings Inc. Retire…$75KCopper State Remodeling & Construction, Inc. Retirement PlanCopper State Remodeling & Co…$75K
End-of-year total assets ($M) among Cole Realty Associates, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Cole Realty Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cole Realty Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$141K 87.26471019222828% vs 2022
2024 filing year
$0.06M$0.08M$0.1M$0.12M$0.14M$0.16M 202220232024 $0.08M $0.14M ▲ +75.0%
Year Plans Participants Total Assets
2022 1 2 $75K
2023 1 2 $97K
2024 1 2 $141K

Cole Realty Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$181K
Net Assets (End of Year)$75K
Net Income-$106K
Employer EIN205216226
Plan Effective Date2006-07-11
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Cole Realty Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Cole Realty Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.000075067 · Participants: 2Cole Realty Associates, Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Cole Realty Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Cole Realty Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Cole Realty Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is C&m Healthy Snacks Incorporated Retirement Plan in TX ($75K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cole Realty Associates, Inc. Profit Sharing Plan assets move in 2022? ▼
Cole Realty Associates, Inc. Profit Sharing Plan contracted severely - down 58.5% during 2022, from $181K to $75K. Reported net income was -$106K.
How have Cole Realty Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cole Realty Associates, Inc.'s sponsor-wide assets grew 87.3%, from $75K to $141K.
Where does Cole Realty Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cole Realty Associates, Inc. Profit Sharing Plan ranks in the 5th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Cole Realty Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is C&m Healthy Snacks Incorporated Retirement Plan in TX ($75K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Cole Realty Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205216226.

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.