401(k) · DOL Form 5500 · 2022

J.T. Russell and Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
158
Participants Small participant base
49th
Percentile by assets National rank
$29,964
Avg per participant Low balance/head
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Official DOL plan name: J. T. Russell and Sons, Inc. Profit Sharing Plan · Sponsored by J.T. Russell and Sons, Inc. · North Carolina · Construction

$5M in assets, 158 participants

J.T. Russell and Sons, Inc.'s J. T. Russell and Sons, Inc. Profit Sharing Plan reported $5M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,819 in Construction (9,927 peers)

Coverage in North Carolina

J. T. Russell and Sons, Inc. Profit Sharing Plan covers 158 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#4,819
in Construction (9,927 peers)
+30.1%
assets growth YoY

J. T. Russell and Sons, Inc. Profit Sharing Plan's mid-pack asset rank among Construction and all filers

J. T. Russell and Sons, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,734,360 49th percentile higher than 49% 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. T. Russell and Sons, Inc. Profit Sharing 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. T. Russell and Sons, Inc. Profit Sharing Plan sits mid-pack in the medium band (158 participants).

Form 5500 schedule snapshot

Filing strip 560858771 · J.T. Russell and Sons, Inc. PY 2022 · 401(k)

J. T. Russell and Sons, Inc. Profit Sharing Plan · $5M · 158 · 49th

  • PCT $5M
  • PCT 158
  • PCT 49th
  • PCT 401(k)
  • PCT near Mwh Group, P.C. 401(k) Retirement Plan
  • PCT ind #4819

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 Construction retirement plans → · Plans in North Carolina →

J. T. Russell and Sons, Inc. Profit Sharing Plan in the asset neighbourhood

J. T. Russell and Sons, Inc. Profit Sharing PlanJ. T. Russell and Sons, Inc.…$5MMwh Group, P.C. 401(k) Retirement PlanMwh Group, P.C. 401(k) Retir…$5MFlicker, Kerin, Kruger & Bissada LLP 401(k) Profit Sharing PlanFlicker, Kerin, Kruger & Bis…$5MDatamatics Global Services, Inc 401(k) PlanDatamatics Global Services, …$5MAction Mechanical, Inc. 401(k) Profit Sharing PlanAction Mechanical, Inc. 401(…$5M
End-of-year total assets ($M) among J. T. Russell and Sons, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN560858771
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.T. Russell and Sons, Inc.)

Sponsor-wide plan assets over time

All J.T. Russell and Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.531919837105754% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.73M $6.42M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 158 $5M
2023 1 157 $6M
2024 1 149 $6M

Nearby 401(k) Plans in North Carolina

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

J. T. Russell and Sons, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants J. T. Russell and Sons, Inc. Profit Sharing Plan, Total assets ($B): 0.00473436 · Participants: 158J. T. Russell and Sons, Inc. Profit Sharing 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. T. Russell and Sons, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare J. T. Russell and Sons, Inc. Profit Sharing Plan side-by-side with 3 peers →

J. T. Russell and Sons, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mwh Group, P.C. 401(k) Retirement Plan in TX ($5M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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. T. Russell and Sons, Inc. Profit Sharing Plan assets move in 2022? ▼
J. T. Russell and Sons, Inc. Profit Sharing Plan surged - up 30.1% during 2022, from $4M to $5M. Reported net income was $1M.
How have J.T. Russell and Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.T. Russell and Sons, Inc.'s sponsor-wide assets grew 35.5%, from $5M to $6M.
Which 401(k) plans are similar in size to J. T. Russell and Sons, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mwh Group, P.C. 401(k) Retirement Plan in TX ($5M, 26 participants).
Which 401(k) plans cover a similar participant headcount to J. T. Russell and Sons, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 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 560858771.

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.