401(k) · DOL Form 5500 · 2022

J.C. Steele and Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
123
Participants Small participant base
80th
Percentile by assets National rank
$195,337
Avg per participant Above avg balance/head
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Official DOL plan name: J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan · Sponsored by J.C. Steele and Sons, Inc. · North Carolina · Manufacturing

$24M in assets, 123 participants

J.C. Steele and Sons, Inc.'s J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan reported $24M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,760 in Manufacturing (20,602 peers)

Coverage in North Carolina

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan covers 123 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $24M.

#14,760
in Manufacturing (20,602 peers)
-26.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan's outsized position by total assets

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan vs every filed plan by assets

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

$24,026,508 Top 20% higher than 80% 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

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings 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.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan sits mid-pack in the medium band (123 participants).

Plan-year Form 5500 strip

Filing strip 560495324 · J.C. Steele and Sons, Inc. PY 2022 · 401(k)

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan · $24M · 123 · 80th

  • PCT $24M
  • EIN 123
  • RANK 80th
  • PHOTO 401(k)
  • IND near Patricio Enterprises, Inc. 401(k) Plan
  • EOY ind #14760

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 →

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan in the asset neighbourhood

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings PlanJ.C. Steele & Sons,Inc Profi…$24MPatricio Enterprises, Inc. 401(k) PlanPatricio Enterprises, Inc. 4…$24MIllinois Education Association Professional Staff 401(k) PlanIllinois Education Associati…$24MC. R. Jackson, Inc. & N. W. White & Co. 401(k) Profit Sharing PlanC. R. Jackson, Inc. & N. W. …$24MRab Lighting, Inc. 401(k) PlanRab Lighting, Inc. 401(k) Pl…$24M
End-of-year total assets ($M) among J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$24M
Net Income-$9M
Employer EIN560495324
Plan Effective Date1953-01-05
Filing StatusFILING RECEIVED

Sponsor Plan History (J.C. Steele and Sons, Inc.)

Sponsor-wide plan assets over time

All J.C. Steele and Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 14.795624898965759% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $24M $27.6M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 123 $24M
2023 1 134 $27M
2024 1 135 $28M

Nearby 401(k) Plans in North Carolina

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

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan, Total assets ($B): 0.024026508 · Participants: 123J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings 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
J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan side-by-side with 3 peers →

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Patricio Enterprises, Inc. 401(k) Plan in VA ($24M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan assets move in 2022? ▼
J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan declined sharply - down 26.8% during 2022, from $33M to $24M. Reported net income was -$9M.
How have J.C. Steele and Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.C. Steele and Sons, Inc.'s sponsor-wide assets grew 14.8%, from $24M to $28M.
Where does J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan rank by assets among Form 5500 filers? ▼
J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patricio Enterprises, Inc. 401(k) Plan in VA ($24M, 335 participants).
Which 401(k) plans cover a similar participant headcount to J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants, N/A 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 560495324.

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.