401(k) · DOL Form 5500 · 2023

J.R. Cole Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
180
Participants Small participant base
59th
Percentile by assets National rank
$56,834
Avg per participant Low balance/head
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Official DOL plan name: J.R. Cole Industries, Inc. 401(k) Plan · Sponsored by J.R. Cole Industries, Inc. · North Carolina · Manufacturing

$10M in assets, 180 participants

J.R. Cole Industries, Inc.'s J.R. Cole Industries, Inc. 401(k) Plan reported $10M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,503 in Manufacturing (18,722 peers)

Coverage in North Carolina

J.R. Cole Industries, Inc. 401(k) Plan covers 180 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#8,503
in Manufacturing (18,722 peers)
+17.7%
assets growth YoY

J.R. Cole Industries, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

J.R. Cole Industries, Inc. 401(k) Plan vs every filed plan by assets

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

$10,230,119 Top 41% higher than 59% of 127,068 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 2023

J.R. Cole Industries, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.R. Cole Industries, Inc. 401(k) Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.R. Cole Industries, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • J.R. Cole Industries, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • J.R. Cole Industries, Inc. 401(k) Plan reported participants rose from 169 in the plan year 2022 filing to 180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561444048 · J.R. Cole Industries, Inc. PY 2023 · 401(k)

J.R. Cole Industries, Inc. 401(k) Plan · $10M · 180 · 59th

  • PART $10M
  • TYPE 180
  • NET 59th
  • BOOK 401(k)
  • VS-ST near Rocky Mountain Chocolate Factory, Inc. 401(k) Plan
  • BOY ind #8503

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.R. Cole Industries, Inc. 401(k) Plan in the asset neighbourhood

J.R. Cole Industries, Inc. 401(k) PlanJ.R. Cole Industries, Inc. 4…$10MRocky Mountain Chocolate Factory, Inc. 401(k) PlanRocky Mountain Chocolate Fac…$10MClearmotion, Inc. 401(k) Plan$10MMinot Builders Supply Association 401(k) Profit Sharing PlanMinot Builders Supply Associ…$10MC. Stein, Inc. Retirement PlanC. Stein, Inc. Retirement Pl…$10M
End-of-year total assets ($M) among J.R. Cole Industries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN561444048
Plan Effective Date1999-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.R. Cole Industries, Inc.)

Sponsor-wide plan assets over time

All J.R. Cole Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 31.976760179737173% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.69M $11.5M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 169 $9M
2023 1 180 $10M
2024 1 173 $11M

Nearby 401(k) Plans in North Carolina

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

J.R. Cole Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants J.R. Cole Industries, Inc. 401(k) Plan, Total assets ($B): 0.010230119 · Participants: 180J.R. Cole Industries, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
J.R. Cole Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare J.R. Cole Industries, Inc. 401(k) Plan side-by-side with 3 peers →

J.R. Cole Industries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Rocky Mountain Chocolate Factory, Inc. 401(k) Plan in CO ($10M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 participants); asset peers above are excluded.

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 J.R. Cole Industries, Inc. 401(k) Plan assets move in 2023? ▼
J.R. Cole Industries, Inc. 401(k) Plan grew sharply - up 17.7% during 2023, from $9M to $10M. Reported net income was $2M.
How have J.R. Cole Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.R. Cole Industries, Inc.'s sponsor-wide assets grew 32.0%, from $9M to $11M.
Which 401(k) plans are similar in size to J.R. Cole Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rocky Mountain Chocolate Factory, Inc. 401(k) Plan in CO ($10M, 118 participants).
Which 401(k) plans cover a similar participant headcount to J.R. Cole Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants, N/A 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 561444048.

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.