401(k) · DOL Form 5500 · 2022

Law Office of Gary R. Poole, P.a. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Law Office of Gary R. Poole, P.a. 401(k) Plan · Sponsored by Law Office of Gary R. Poole, P.a. · North Carolina · Professional & Technical Services

$2M in assets, 2 participants

Law Office of Gary R. Poole, P.a.'s Law Office of Gary R. Poole, P.a. 401(k) Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,967 in Professional & Technical Services (21,562 peers)

Law Office of Gary R. Poole, P.a. multi-year trail

Law Office of Gary R. Poole, P.a.'s plans moved +32.3% in assets from 2022 to 2024; this filing shows Law Office of Gary R. Poole, P.a. 401(k) Plan at $2M / 2 participants.

#6,967
in Professional & Technical Services (21,562 peers)
-17.0%
assets change YoY

The plan reported a net loss of $461K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Law Office of Gary R. Poole, P.a. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Law Office of Gary R. Poole, P.a. 401(k) Plan vs every filed plan by assets

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

$2,253,299 36th percentile higher than 36% 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

Law Office of Gary R. Poole, P.a. 401(k) 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. Law Office of Gary R. Poole, P.a. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 561962607 · Law Office of Gary R. Poole, P.a. PY 2022 · 401(k)

Law Office of Gary R. Poole, P.a. 401(k) Plan · $2M · 2 · 36th

  • VS-ST $2M
  • BOY 2
  • SCH 36th
  • EBSA 401(k)
  • PART near All City Management Services, Inc. 401(k) Plan
  • TYPE ind #6967

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Law Office of Gary R. Poole, P.a. 401(k) Plan in the asset neighbourhood

Law Office of Gary R. Poole, P.a. 401(k) PlanLaw Office of Gary R. Poole,…$2MAll City Management Services, Inc. 401(k) PlanAll City Management Services…$2MMar-Vel Tool Company Inc 401(k) PlanMar-Vel Tool Company Inc 401…$2MEpstein Tabor & Schorr 401(k) Profit Sharing PlanEpstein Tabor & Schorr 401(k…$2MIntercool USA, LLC 401(k) & Profit Sharing Plan & TrustIntercool USA, LLC 401(k) & …$2M
End-of-year total assets ($M) among Law Office of Gary R. Poole, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Law Office of Gary R. Poole, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Law Office of Gary R. Poole, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 32.34186852255293% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.25M $2.98M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $3M
2024 1 2 $3M

Law Office of Gary R. Poole, P.a. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$461K
Employer EIN561962607
Plan Effective Date1996-04-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Law Office of Gary R. Poole, P.a. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Law Office of Gary R. Poole, P.a. 401(k) Plan, Total assets ($B): 0.002253299 · Participants: 2Law Office of Gary R. Poole, P.a. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Law Office of Gary R. Poole, P.a. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Law Office of Gary R. Poole, P.a. 401(k) Plan side-by-side with 3 peers →

Law Office of Gary R. Poole, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is All City Management Services, Inc. 401(k) Plan in CA ($2M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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.

Frequently Asked Questions

How did Law Office of Gary R. Poole, P.a. 401(k) Plan assets move in 2022? ▼
Law Office of Gary R. Poole, P.a. 401(k) Plan declined sharply - down 17.0% during 2022, from $3M to $2M. Reported net income was -$461K.
How have Law Office of Gary R. Poole, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Law Office of Gary R. Poole, P.a.'s sponsor-wide assets grew 32.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Law Office of Gary R. Poole, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is All City Management Services, Inc. 401(k) Plan in CA ($2M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Law Office of Gary R. Poole, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 561962607.

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.