Profit Sharing · DOL Form 5500 · 2023

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: 41st
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 2023 DOL Form 5500 filing, ranking in the 41st 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.

#7,819 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Richard C. Cole, Jr., Ltd Profit Sharing Plan holds $4M for N/A participants, in the lower half of filed plans by assets.

#7,819
in Professional & Technical Services (20,321 peers): -0.2%
assets change YoY

The plan reported a net loss of $7K 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 2023 · DOL Form 5500

$4,168,439 41st percentile higher than 41% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

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%)

Richard C. Cole, Jr., Ltd Profit Sharing Plan reported net income rose from -$481K in the plan year 2022 filing to -$7K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860784704 · Richard C. Cole, Jr., Ltd PY 2023 · Profit Sharing

Richard C. Cole, Jr., Ltd Profit Sharing Plan · $4M · N/A · 41st

VS-ST $4M
BOY N/A
SCH 41st
EBSA Profit Sharing
PART near Sabajka Productions Inc Profit Sharing Plan
TYPE ind #7819

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 →

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 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	-$7K
Employer EIN	860784704
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Richard C. Cole, Jr., Ltd)

Latest sponsor-wide plan assets: $4M 1.1604424975870518% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$4M
2023	1	N/A	$4M
2024	1	1	$4M

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

Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
Marana Health Center, Inc. 403b Plan $28M · 725
Center for Biological Diversity 403(b) DC Plan $26M · 180

Compare Richard C. Cole, Jr., Ltd Profit Sharing Plan side-by-side with 3 peers →

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 Sabajka Productions Inc Profit Sharing Plan in CA at $4M (this filing: $4M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Sabajka Productions Inc Profit Sharing Plan (CA) $4M · 3
Kishek International, Inc. Profit Sharing Plan (CA) $4M · 9
Latrobe Shop N Save Profit Sharing Plan (PA) $4M · 12
Bialla & Associates, Inc. Profit Sharing Plan (CA) $4M · 7

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 Richard C. Cole, Jr., Ltd Profit Sharing Plan assets move in 2023? ▼

Richard C. Cole, Jr., Ltd Profit Sharing Plan held essentially flat - down 0.2% during 2023, from $4M to $4M. Reported net income was -$7K.

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 Sabajka Productions Inc Profit Sharing Plan in CA ($4M, 3 participants).

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 860784704.