Profit Sharing · DOL Form 5500 · 2023

James Coane Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
37th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: James Coane Profit Sharing Plan · Sponsored by James Coane · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 2 participants

James Coane's James Coane Profit Sharing Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,807 in Healthcare & Social Assistance (17,684 peers)

James Coane multi-year trail

James Coane's plans moved +58.7% in assets from 2022 to 2024; this filing shows James Coane Profit Sharing Plan at $3M / 2 participants.

#6,807
in Healthcare & Social Assistance (17,684 peers)
+27.5%
assets growth YoY

James Coane Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

James Coane Profit Sharing Plan vs every filed plan by assets

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

$3,278,327 37th percentile higher than 37% 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

James Coane 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. James Coane Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James Coane Profit Sharing Plan reported net income rose from -$986K in the plan year 2022 filing to $706K in the plan year 2023 filing.
  • James Coane Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232045453 · James Coane PY 2023 · Profit Sharing

James Coane Profit Sharing Plan · $3M · 2 · 37th

  • EBSA $3M
  • PART 2
  • TYPE 37th
  • NET Profit Sharing
  • BOOK near Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan
  • VS-ST ind #6807

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

James Coane Profit Sharing Plan in the asset neighbourhood

Eyring Systems Profit Sharing PlanEyring Systems Profit Sharin…$3MPowell B. Gillenwater III, Ltd. Profit Sharing PlanPowell B. Gillenwater III, L…$3MJames Coane Profit Sharing PlanJames Coane Profit Sharing P…$3MNash-Jackan Funeral Homes, Inc., Profit Sharing PlanNash-Jackan Funeral Homes, I…$3MBoys & Girls Clubs of Puerto Rico Retirement PlanBoys & Girls Clubs of Puerto…$3M
End-of-year total assets ($M) among James Coane Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

James Coane multi-year asset trail

Sponsor-wide plan assets over time

All James Coane plans reported in each filing year

Latest sponsor-wide plan assets
$4M 58.7142912681751% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.57M $4.08M ▲ +58.8%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $4M

James Coane filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$706K
Employer EIN232045453
Plan Effective Date1977-10-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

James Coane Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants James Coane Profit Sharing Plan, Total assets ($B): 0.003278327 · Participants: 2James Coane Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
James Coane Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare James Coane Profit Sharing Plan side-by-side with 3 peers →

James Coane Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan in WI ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 James Coane Profit Sharing Plan assets move in 2023? ▼
James Coane Profit Sharing Plan grew sharply - up 27.5% during 2023, from $3M to $3M. Reported net income was $706K.
How have James Coane plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Coane's sponsor-wide assets grew 58.7%, from $3M to $4M.
Which Profit Sharing plans are similar in size to James Coane Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan in WI ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to James Coane Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 232045453.

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.