Profit Sharing · DOL Form 5500 · 2022

Richard C. Cole, Jr., Ltd Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
N/A
Participants Small participant base
47th
Percentile by assets National rank
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Official DOL plan name: Richard C. Cole, Jr., Ltd Profit Sharing Plan · Sponsored by Richard C. Cole, Jr., Ltd · Arizona · Professional & Technical Services

$4M in assets, N/A participants

Richard C. Cole, Jr., Ltd's Richard C. Cole, Jr., Ltd Profit Sharing Plan reported $4M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,584 in Professional & Technical Services (21,562 peers)

2022 asset change

Richard C. Cole, Jr., Ltd Profit Sharing Plan pulled back noticeably 10.3% in 2022 ($5M → $4M) for N/A participants.

#9,584
in Professional & Technical Services (21,562 peers)
-10.3%
assets change YoY

The plan reported a net loss of $481K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard C. Cole, Jr., Ltd Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Richard C. Cole, Jr., Ltd Profit Sharing Plan vs every filed plan by assets

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

$4,175,390 47th percentile higher than 47% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 860784704 · Richard C. Cole, Jr., Ltd PY 2022 · Profit Sharing

Richard C. Cole, Jr., Ltd Profit Sharing Plan · $4M · N/A · 47th

  • EBSA $4M
  • PART N/A
  • TYPE 47th
  • NET Profit Sharing
  • BOOK near D.T.M. Services, Inc. Profit Sharing Plan
  • VS-ST ind #9584

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 Arizona →

Richard C. Cole, Jr., Ltd Profit Sharing Plan in the asset neighbourhood

Richard C. Cole, Jr., Ltd Profit Sharing PlanRichard C. Cole, Jr., Ltd Pr…$4MD.T.M. Services, Inc. Profit Sharing PlanD.T.M. Services, Inc. Profit…$4MGary Grindstaff Dds Emp Profit Sharing PlanGary Grindstaff Dds Emp Prof…$4MFell Capital Management Profit Sharing PlanFell Capital Management Prof…$4MMohammad I Hussain Md Profit Sharing PlanMohammad I Hussain Md Profit…$4M
End-of-year total assets ($M) among Richard C. Cole, Jr., Ltd Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Richard C. Cole, Jr., Ltd years around the 2022 move

Sponsor-wide plan assets over time

All Richard C. Cole, Jr., Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$4M 1.1604424975870518% vs 2022
2024 filing year
$4.16M$4.18M$4.2M$4.22M$4.24M 202220232024 $4.18M $4.22M ▲ +1.0%
Year Plans Participants Total Assets
2022 1 N/A $4M
2023 1 N/A $4M
2024 1 1 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$481K
Employer EIN860784704
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Richard C. Cole, Jr., Ltd Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -2000200400600800 020406080 Total assets ($M) Participants Richard C. Cole, Jr., Ltd Profit Sharing Plan, Total assets ($M): 4.17539 · Participants: 0Richard C. Cole, Jr., Ltd Profit Sharing PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 71.833209 · Participants: 558Kitchell Affiliates Employees' Profit Sharing PlanBurch & Cracchiolo, P.a. Restated Profit Sharing Plan, Total assets ($M): 39.588445 · Participants: 61Burch & Cracchiolo, P.a. Restated Profit Sharing PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 25.614438 · Participants: 28M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 24.278248 · Participants: 627Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 19.351983 · Participants: 171Center for Biological Diversity 403(b) DC Plan
Richard C. Cole, Jr., Ltd Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Richard C. Cole, Jr., Ltd Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside Arizona, the nearest Profit Sharing by end-of-year assets is D.T.M. Services, Inc. Profit Sharing Plan in CA at $4M (this filing: $4M).

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 Richard C. Cole, Jr., Ltd Profit Sharing Plan assets move in 2022?
Richard C. Cole, Jr., Ltd Profit Sharing Plan pulled back noticeably - down 10.3% during 2022, from $5M to $4M. Reported net income was -$481K.
How have Richard C. Cole, Jr., Ltd plan assets changed over time?
Across 3 plan years on file (2022-2024), Richard C. Cole, Jr., Ltd's sponsor-wide assets grew 1.2%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Richard C. Cole, Jr., Ltd Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is D.T.M. Services, Inc. Profit Sharing Plan in CA ($4M, 31 participants).