401(k) · DOL Form 5500 · 2023
Coles Reinstein, PLLC Accounting and Consulting 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $481,506
- Avg per participant High balance/head
Official DOL plan name: Coles Reinstein, PLLC Safe Harbor 401(k) Plan · Sponsored by Coles Reinstein, PLLC Accounting and Consulting · Idaho · Professional & Technical Services
$4M in assets, 8 participants
Coles Reinstein, PLLC Accounting and Consulting's Coles Reinstein, PLLC Safe Harbor 401(k) Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,507 in Professional & Technical Services (20,321 peers)
Coles Reinstein, PLLC Accounting and Consulting multi-year trail
Coles Reinstein, PLLC Accounting and Consulting's plans moved +35.7% in assets from 2022 to 2024; this filing shows Coles Reinstein, PLLC Safe Harbor 401(k) Plan at $4M / 8 participants.
- #7,507
- in Professional & Technical Services (20,321 peers)
- +21.5%
- assets growth YoY
Coles Reinstein, PLLC Safe Harbor 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Coles Reinstein, PLLC Safe Harbor 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,852,050 40th percentile higher than 40% 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
Coles Reinstein, PLLC Safe Harbor 401(k) 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. Coles Reinstein, PLLC Safe Harbor 401(k) Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Coles Reinstein, PLLC Safe Harbor 401(k) Plan reported net income rose from $100K in the plan year 2022 filing to $683K in the plan year 2023 filing.
- Coles Reinstein, PLLC Safe Harbor 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 460879716 · Coles Reinstein, PLLC Accounting and Consulting PY 2023 · 401(k)
Coles Reinstein, PLLC Safe Harbor 401(k) Plan · $4M · 8 · 40th
- PHOTO $4M
- IND 8
- EOY 40th
- 5500 401(k)
- ASSETS near Lever Architecture, P.C. 401(k) Profit Sharing Plan
- PCT ind #7507
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 Idaho →
Coles Reinstein, PLLC Safe Harbor 401(k) Plan in the asset neighbourhood
Coles Reinstein, PLLC Accounting and Consulting multi-year asset trail
Sponsor-wide plan assets over time
All Coles Reinstein, PLLC Accounting and Consulting plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 35.67162893456224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $3M |
| 2023 | 1 | 8 | $4M |
| 2024 | 1 | 9 | $4M |
Coles Reinstein, PLLC Accounting and Consulting filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $683K |
| Employer EIN | 460879716 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $3.2B · 9,865
- Idaho National Laboratory Employee Investment Plan $2.3B · 6,419
- Simplot Retirement Savings Plan $1.4B · 8,746
- Idaho Power Company Employee Savings Plan $794M · 2,089
- Boise Cascade Company Savings Plan $656M · 3,476
Coles Reinstein, PLLC Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is Lever Architecture, P.C. 401(k) Profit Sharing Plan in OR ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.