401(k) · DOL Form 5500 · 2023

Coffey, Lovins & Company, PLLC 401(k) Plan

Data updated 2026-08-25

$518K
Total assets Small plan by assets
7
Participants Small participant base
18th
Percentile by assets National rank
$73,986
Avg per participant Below avg balance/head
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Official DOL plan name: Coffey, Lovins & Company 401(k) Profit Sharing Plan · Sponsored by Coffey, Lovins & Company, PLLC · North Carolina · Professional & Technical Services

$518K in assets, 7 participants

Coffey, Lovins & Company, PLLC's Coffey, Lovins & Company 401(k) Profit Sharing Plan reported $518K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,783 in Professional & Technical Services (20,321 peers)

Coffey, Lovins & Company, PLLC multi-year trail

Coffey, Lovins & Company, PLLC's plans moved +37.7% in assets from 2022 to 2024; this filing shows Coffey, Lovins & Company 401(k) Profit Sharing Plan at $518K / 7 participants.

#2,783
in Professional & Technical Services (20,321 peers)
+20.1%
assets growth YoY

Coffey, Lovins & Company 401(k) Profit Sharing Plan among the smaller filed plans by assets

Coffey, Lovins & Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$517,905 18th percentile higher than 18% 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

Coffey, Lovins & Company 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coffey, Lovins & Company 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coffey, Lovins & Company 401(k) Profit Sharing Plan reported net income rose from -$94K in the plan year 2022 filing to $87K in the plan year 2023 filing.
  • Coffey, Lovins & Company 401(k) Profit Sharing Plan end-of-year assets rose from $431K in the plan year 2022 filing to $518K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561929162 · Coffey, Lovins & Company, PLLC PY 2023 · 401(k)

Coffey, Lovins & Company 401(k) Profit Sharing Plan · $518K · 7 · 18th

  • IND $518K
  • EOY 7
  • 5500 18th
  • ASSETS 401(k)
  • PCT near Reborn Threads Inc. 401(k) Plan
  • EIN ind #2783

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 North Carolina →

Coffey, Lovins & Company 401(k) Profit Sharing Plan in the asset neighbourhood

Coffey, Lovins & Company 401(k) Profit Sharing PlanCoffey, Lovins & Company 401…$518KReborn Threads Inc. 401(k) PlanReborn Threads Inc. 401(k) P…$518KPosh North, Inc. 401(k) Plan$518KAllied Systems 401(k) Plan$518KMoorings Country Club 401(k) PlanMoorings Country Club 401(k)…$518K
End-of-year total assets ($M) among Coffey, Lovins & Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Coffey, Lovins & Company, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Coffey, Lovins & Company, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$594K 37.66563430171638% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.43M $0.59M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 7 $431K
2023 1 7 $518K
2024 1 7 $594K

Coffey, Lovins & Company, PLLC filing trail (2023)

Total Assets (Beginning of Year)$431K
Net Assets (End of Year)$518K
Net Income$87K
Employer EIN561929162
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Coffey, Lovins & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Coffey, Lovins & Company 401(k) Profit Sharing Plan, Total assets ($B): 0.000517905 · Participants: 7Coffey, Lovins & Company 401(k) Profit Sharing 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
Coffey, Lovins & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Coffey, Lovins & Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Coffey, Lovins & Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Reborn Threads Inc. 401(k) Plan in CA ($518K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($518K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Coffey, Lovins & Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Coffey, Lovins & Company 401(k) Profit Sharing Plan grew sharply - up 20.1% during 2023, from $431K to $518K. Reported net income was $87K.
How have Coffey, Lovins & Company, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coffey, Lovins & Company, PLLC's sponsor-wide assets grew 37.7%, from $431K to $594K.
Where does Coffey, Lovins & Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Coffey, Lovins & Company 401(k) Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Coffey, Lovins & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reborn Threads Inc. 401(k) Plan in CA ($518K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Coffey, Lovins & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 561929162.

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.