401(k) · DOL Form 5500 · 2022

E.J. Pope & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
120
Participants Small participant base
60th
Percentile by assets National rank
$65,147
Avg per participant Low balance/head
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Official DOL plan name: E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan · Sponsored by E.J. Pope & Son, Inc. · North Carolina · Transportation & Warehousing

$8M in assets, 120 participants

E.J. Pope & Son, Inc.'s E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan reported $8M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #2,418 in Transportation & Warehousing (3,876 peers)

Coverage in North Carolina

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan covers 120 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#2,418
in Transportation & Warehousing (3,876 peers)
+2.9%
assets growth YoY

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$7,817,681 Top 40% higher than 60% 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

E.J. Pope & Son, Inc. 401(k) Retirement Savings 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. E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (120 participants).

Form 5500 schedule snapshot

Filing strip 560660936 · E.J. Pope & Son, Inc. PY 2022 · 401(k)

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan · $8M · 120 · 60th

  • PHOTO $8M
  • PHOTO 120
  • PHOTO 60th
  • PHOTO 401(k)
  • PHOTO near Astranis Space Technologies 401(k) Plan
  • PHOTO ind #2418

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

E.J. Pope & Son, Inc. 401(k) Retirement Savings PlanE.J. Pope & Son, Inc. 401(k)…$8MAstranis Space Technologies 401(k) PlanAstranis Space Technologies …$8MCogstate, Inc. 401(k) Plan$8MWashington Outpatient 401(k) PlanWashington Outpatient 401(k)…$8MSargent Electric Company 401(k) Profit Sharing PlanSargent Electric Company 401…$8M
End-of-year total assets ($M) among E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$222K
Employer EIN560660936
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E.J. Pope & Son, Inc.)

Sponsor-wide plan assets over time

All E.J. Pope & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 11.155341334597818% vs 2022
2023 filing year
$7.5M$8M$8.5M$9M 20222023 $7.82M $8.69M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 120 $8M
2023 1 131 $9M

Nearby 401(k) Plans in North Carolina

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

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.007817681 · Participants: 120E.J. Pope & Son, Inc. 401(k) Retirement Savings 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
E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Astranis Space Technologies 401(k) Plan in CA ($8M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (120 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 E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan assets move in 2022? ▼
E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan edged up modestly - up 2.9% during 2022, from $8M to $8M. Reported net income was $222K.
How have E.J. Pope & Son, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), E.J. Pope & Son, Inc.'s sponsor-wide assets grew 11.2%, from $8M to $9M.
Which 401(k) plans are similar in size to E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astranis Space Technologies 401(k) Plan in CA ($8M, 187 participants).
Which 401(k) plans cover a similar participant headcount to E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newco Distributors, Inc. Retirement Plan in CA (120 participants, $4M 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 560660936.

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.