401(k) · DOL Form 5500 · 2022

J.B. Cole & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
29
Participants Small participant base
58th
Percentile by assets National rank
$252,246
Avg per participant Above avg balance/head
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Official DOL plan name: J.B. Cole & Son, Inc. Profit Sharing Plan · Sponsored by J.B. Cole & Son, Inc. · Massachusetts · Other Services

$7M in assets, 29 participants

J.B. Cole & Son, Inc.'s J.B. Cole & Son, Inc. Profit Sharing Plan reported $7M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,315 in Other Services (8,398 peers)

J.B. Cole & Son, Inc. multi-year trail

J.B. Cole & Son, Inc.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows J.B. Cole & Son, Inc. Profit Sharing Plan at $7M / 29 participants.

#6,315
in Other Services (8,398 peers)
-17.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.B. Cole & Son, Inc. Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

J.B. Cole & Son, Inc. Profit Sharing Plan vs every filed plan by assets

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

$7,315,121 Top 42% higher than 58% 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.B. Cole & Son, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.B. Cole & Son, Inc. Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 042012219 · J.B. Cole & Son, Inc. PY 2022 · 401(k)

J.B. Cole & Son, Inc. Profit Sharing Plan · $7M · 29 · 58th

  • EBSA $7M
  • EBSA 29
  • EBSA 58th
  • EBSA 401(k)
  • EBSA near Holloway America 401(k) Plan
  • EBSA ind #6315

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 Other Services retirement plans → · Plans in Massachusetts →

J.B. Cole & Son, Inc. Profit Sharing Plan in the asset neighbourhood

J.B. Cole & Son, Inc. Profit Sharing PlanJ.B. Cole & Son, Inc. Profit…$7MHolloway America 401(k) Plan$7MSage Refined Products, Ltd. 401(k) PlanSage Refined Products, Ltd. …$7M403(b) Thrift Plan for Employees of Housing Partnership, Inc.403(b) Thrift Plan for Emplo…$7MCoastal Conservation Association 401(k) PlanCoastal Conservation Associa…$7M
End-of-year total assets ($M) among J.B. Cole & Son, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

J.B. Cole & Son, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J.B. Cole & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 44.64084736260685% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.32M $10.6M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 29 $7M
2023 1 38 $9M
2024 1 45 $11M

J.B. Cole & Son, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN042012219
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

J.B. Cole & Son, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants J.B. Cole & Son, Inc. Profit Sharing Plan, Total assets ($B): 0.007315121 · Participants: 29J.B. Cole & Son, Inc. Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
J.B. Cole & Son, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare J.B. Cole & Son, Inc. Profit Sharing Plan side-by-side with 3 peers →

J.B. Cole & Son, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Holloway America 401(k) Plan in MO ($7M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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.B. Cole & Son, Inc. Profit Sharing Plan assets move in 2022? ▼
J.B. Cole & Son, Inc. Profit Sharing Plan declined sharply - down 17.9% during 2022, from $9M to $7M. Reported net income was -$2M.
How have J.B. Cole & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.B. Cole & Son, Inc.'s sponsor-wide assets grew 44.6%, from $7M to $11M.
Which 401(k) plans are similar in size to J.B. Cole & Son, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holloway America 401(k) Plan in MO ($7M, 140 participants).
Which 401(k) plans cover a similar participant headcount to J.B. Cole & Son, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M 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 042012219.

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.