401(k) · DOL Form 5500 · 2023

J.B. Cole & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
38
Participants Small participant base
56th
Percentile by assets National rank
$235,430
Avg per participant Above avg balance/head
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Official DOL plan name: J.B. Cole & Son, Inc. Profit Sharing Plan · Sponsored by J.B. Cole & Son, Inc. · Massachusetts · Other Services

$9M in assets, 38 participants

J.B. Cole & Son, Inc.'s J.B. Cole & Son, Inc. Profit Sharing Plan reported $9M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,870 in Other Services (7,857 peers)

J.B. Cole & Son, Inc. multi-year trail

J.B. Cole & Son, Inc.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows J.B. Cole & Son, Inc. Profit Sharing Plan at $9M / 38 participants.

#5,870
in Other Services (7,857 peers)
+22.3%
assets growth YoY

J.B. Cole & Son, Inc. Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

J.B. Cole & Son, Inc. Profit Sharing Plan vs every filed plan by assets

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

$8,946,351 Top 44% higher than 56% 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.B. Cole & Son, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.B. Cole & Son, Inc. Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.B. Cole & Son, Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • J.B. Cole & Son, Inc. Profit Sharing Plan reported participants rose from 29 in the plan year 2022 filing to 38 in the plan year 2023 filing.
  • J.B. Cole & Son, Inc. Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042012219 · J.B. Cole & Son, Inc. PY 2023 · 401(k)

J.B. Cole & Son, Inc. Profit Sharing Plan · $9M · 38 · 56th

  • EIN $9M
  • EIN 38
  • EIN 56th
  • EIN 401(k)
  • EIN near Prenovost Normandin Dawe & Rocha, Apc 401(k) Profit Sharing Plan
  • EIN ind #5870

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 Other Services retirement plans → · Plans in Massachusetts →

J.B. Cole & Son, Inc. Profit Sharing Plan in the asset neighbourhood

J.B. Cole & Son, Inc. Profit Sharing PlanJ.B. Cole & Son, Inc. Profit…$9MPrenovost Normandin Dawe & Rocha, Apc 401(k) Profit Sharing PlanPrenovost Normandin Dawe & R…$9MMoncler USA 401(k) Profit Sharing Sharing Plan and TrustMoncler USA 401(k) Profit Sh…$9MTransitowne Dodge 401(k) Plan$9MThe Conrad Company 401(k) PlanThe Conrad Company 401(k) Pl…$9M
End-of-year total assets ($M) among J.B. Cole & Son, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J.B. Cole & Son, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J.B. Cole & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 44.64084736260685% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.32M $10.6M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 29 $7M
2023 1 38 $9M
2024 1 45 $11M

J.B. Cole & Son, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN042012219
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

J.B. Cole & Son, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants J.B. Cole & Son, Inc. Profit Sharing Plan, Total assets ($B): 0.008946351 · Participants: 38J.B. Cole & Son, Inc. Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
J.B. Cole & Son, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare J.B. Cole & Son, Inc. Profit Sharing Plan side-by-side with 3 peers →

J.B. Cole & Son, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Prenovost Normandin Dawe & Rocha, Apc 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is Coral Color Process, Ltd 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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.B. Cole & Son, Inc. Profit Sharing Plan assets move in 2023? ▼
J.B. Cole & Son, Inc. Profit Sharing Plan grew sharply - up 22.3% during 2023, from $7M to $9M. Reported net income was $2M.
How have J.B. Cole & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.B. Cole & Son, Inc.'s sponsor-wide assets grew 44.6%, from $7M to $11M.
Which 401(k) plans are similar in size to J.B. Cole & Son, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prenovost Normandin Dawe & Rocha, Apc 401(k) Profit Sharing Plan in CA ($9M, 29 participants).
Which 401(k) plans cover a similar participant headcount to J.B. Cole & Son, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coral Color Process, Ltd 401(k) Plan in NY (38 participants, $3M 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 042012219.

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.