Other · DOL Form 5500 · 2023

James Nola Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 1
Participants Small participant base: 31st
Percentile by assets National rank: $2.1M
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: James Nola Investment Trust · Sponsored by James Nola · Florida · Real Estate

$2M in assets, 1 participants

James Nola's James Nola Investment Trust reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

#2,390 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, James Nola Investment Trust ranks #2,390 of 4,727 2023 filers by assets (1238% of the sector average)-$2M for 1 participant.

#2,390
in Real Estate (4,727 peers): +17.2%
assets growth YoY

James Nola Investment Trust among the smaller filed plans by assets

James Nola Investment Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,096,968 31st percentile higher than 31% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

James Nola Investment Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Nola Investment Trust is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

James Nola Investment Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
James Nola Investment Trust reported net income fell from $369K in the plan year 2022 filing to $307K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814567515 · James Nola PY 2023 · Other

James Nola Investment Trust · $2M · 1 · 31st

EBSA $2M
PART 1
TYPE 31st
NET Other
BOOK near Conservation Legacy 403(b) Retirement Plan
VS-ST ind #2390

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 Real Estate retirement plans → · Plans in Florida →

End-of-year total assets ($M) among James Nola Investment Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$307K
Employer EIN	814567515
Plan Effective Date	2016-12-02
Filing Status	FILING RECEIVED

Sponsor Plan History (James Nola)

Latest sponsor-wide plan assets: $2M 16.278505878001713% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$2M
2023	1	1	$2M
2024	1	N/A	$2M

Nearby Other Plans in Florida

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

James Nola Investment Trust vs. nearby Other plans in Florida, assets vs. participants

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
University of Miami Retirement Savings Plan $1.7B · 12,683
Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
The Nemours Foundation Section 403(b) Plan $1.1B · 8,505

Compare James Nola Investment Trust side-by-side with 3 peers →

James Nola Investment Trust's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Conservation Legacy 403(b) Retirement Plan in CO ($2M); by covered participants it is Ap/M 401(k) Plan in IA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Conservation Legacy 403(b) Retirement Plan (CO) $2M · 283
Section 403(b) Retirement Plan for William B Rice Eventide Home (MA) $2M · 96
The Family and Children's Services of Central Maryland 403(b) Plan (MD) $2M · 83
Potential Development Program, Inc. 403(b) Plan (OH) $2M · 115

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Ap/M 401(k) Plan (IA) 1 · 0 off
Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
Morrow Valley Ranch Investment Plan (MO) 1 · 0 off
A. J. Vazquez Urquia Retirement Plan (PR) 1 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did James Nola Investment Trust assets move in 2023? ▼

James Nola Investment Trust grew sharply - up 17.2% during 2023, from $2M to $2M. Reported net income was $307K.

How have James Nola plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), James Nola's sponsor-wide assets grew 16.3%, from $2M to $2M.

Which Other plans are similar in size to James Nola Investment Trust? ▼

Among Other plans in other states, the closest by assets is Conservation Legacy 403(b) Retirement Plan in CO ($2M, 283 participants).

Which Other plans cover a similar participant headcount to James Nola Investment Trust? ▼

Among Other plans in other states, the closest by covered participants is Ap/M 401(k) Plan in IA (1 participant, $300K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814567515.