401(k) · DOL Form 5500 · 2022

J.R. Cole Industries, Inc. 401(k) Plan

Q: How did J.R. Cole Industries, Inc. 401(k) Plan assets move in 2022?

J.R. Cole Industries, Inc. 401(k) Plan pulled back noticeably - down 11.3% during 2022, from $10M to $9M. Reported net income was -$1M.

Q: How have J.R. Cole Industries, Inc. plan assets changed over time?

Across 3 plan years on file (2022-2024), J.R. Cole Industries, Inc.'s sponsor-wide assets grew 32.0%, from $9M to $11M.

Q: Which 401(k) plans are similar in size to J.R. Cole Industries, Inc. 401(k) Plan?

Among 401(k) plans in other states, the closest by assets is Plain 'n Fancy Kitchens, Inc. 401(k) Plan in PA ($9M, 96 participants).

Q: Which 401(k) plans cover a similar participant headcount to J.R. Cole Industries, Inc. 401(k) Plan?

Among 401(k) plans in other states, the closest by covered participants is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants, N/A in assets).

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 169
Participants Small participant base: 62nd
Percentile by assets National rank: $51,408
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: J.R. Cole Industries, Inc. 401(k) Plan · Sponsored by J.R. Cole Industries, Inc. · North Carolina · Manufacturing

$9M in assets, 169 participants

J.R. Cole Industries, Inc.'s J.R. Cole Industries, Inc. 401(k) Plan reported $9M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

#9,984 in Manufacturing (20,602 peers)

Coverage in North Carolina

J.R. Cole Industries, Inc. 401(k) Plan covers 169 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#9,984
in Manufacturing (20,602 peers): -11.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.R. Cole Industries, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

J.R. Cole Industries, Inc. 401(k) Plan vs every filed plan by assets

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

$8,688,019 Top 38% higher than 62% 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

J.R. Cole Industries, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.R. Cole Industries, Inc. 401(k) Plan sits mid-pack in the medium band (169 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Published 5500 schedule card

Filing strip 561444048 · J.R. Cole Industries, Inc. PY 2022 · 401(k)

J.R. Cole Industries, Inc. 401(k) Plan · $9M · 169 · 62nd

ASSETS $9M
PCT 169
EIN 62nd
RANK 401(k)
PHOTO near Plain 'n Fancy Kitchens, Inc. 401(k) Plan
IND ind #9984

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 Manufacturing retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among J.R. Cole Industries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$9M
Net Income	-$1M
Employer EIN	561444048
Plan Effective Date	1999-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (J.R. Cole Industries, Inc.)

Latest sponsor-wide plan assets: $11M 31.976760179737173% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	169	$9M
2023	1	180	$10M
2024	1	173	$11M

Nearby 401(k) Plans in North Carolina

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

J.R. Cole Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $47.1B · 169,036
Honeywell 401(k) Plan $14.6B · 39,007
Duke Energy Retirement Savings Plan $9.4B · 27,731
Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
Lowes 401(k) Plan $7.4B · 284,864

Compare J.R. Cole Industries, Inc. 401(k) Plan side-by-side with 3 peers →

J.R. Cole Industries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Plain 'n Fancy Kitchens, Inc. 401(k) Plan in PA ($9M); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Plain 'n Fancy Kitchens, Inc. 401(k) Plan (PA) $9M · 96
403(b) Thrift Plan of Area Office on Aging (OH) $9M · 166
Cicoa Aging & in-Home Solutions, Inc. 401(k) Plan (IN) $9M · 285
The Gaussian, Inc. Section 401(k) Plan (CT) $9M · 15

Similar participant headcount

Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.

Nye Automotive Group, Inc. 401(k) Plan (NY) 169 · 0 off
Growers Express LLC 401(k) Plan & Trust (TX) 169 · 0 off
Contract Callers, Inc. 401(k) Plan (GA) 169 · 0 off
Le Jardin Community Center 401(k) and Profit Sharing Plan (FL) 169 · 0 off

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 J.R. Cole Industries, Inc. 401(k) Plan assets move in 2022? ▼

J.R. Cole Industries, Inc. 401(k) Plan pulled back noticeably - down 11.3% during 2022, from $10M to $9M. Reported net income was -$1M.

How have J.R. Cole Industries, Inc. plan assets changed over time? ▼