401(k) · DOL Form 5500 · 2023

J.C. Steele and Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size: 134
Participants Small participant base: 78th
Percentile by assets National rank: $200,635
Avg per participant Above avg balance/head

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Official DOL plan name: J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan · Sponsored by J.C. Steele and Sons, Inc. · North Carolina · Manufacturing

$27M in assets, 134 participants

J.C. Steele and Sons, Inc.'s J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan reported $27M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

#12,891 in Manufacturing (18,722 peers)

Coverage in North Carolina

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan covers 134 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $27M.

#12,891
in Manufacturing (18,722 peers): +11.9%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan's outsized position by total assets

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan vs every filed plan by assets

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

$26,885,154 Top 22% higher than 78% 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

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan sits mid-pack in the medium band (134 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan reported participants rose from 123 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560495324 · J.C. Steele and Sons, Inc. PY 2023 · 401(k)

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan · $27M · 134 · 78th

PCT $27M
PCT 134
PCT 78th
PCT 401(k)
PCT near San Antonio Winery, Inc. 401(k) Plan
PCT ind #12891

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 Manufacturing retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)	$24M
Net Assets (End of Year)	$27M
Net Income	$3M
Employer EIN	560495324
Plan Effective Date	1953-01-05
Filing Status	FILING RECEIVED

Sponsor Plan History (J.C. Steele and Sons, Inc.)

Latest sponsor-wide plan assets: $28M 14.795624898965759% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	123	$24M
2023	1	134	$27M
2024	1	135	$28M

Nearby 401(k) Plans in North Carolina

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

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan side-by-side with 3 peers →

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is San Antonio Winery, Inc. 401(k) Plan in CA ($27M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

San Antonio Winery, Inc. 401(k) Plan (CA) $27M · 347
Mcmillan Pazdan Smith, LLC 401(k) Plan (SC) $27M · 299
Eki Environment & Water, Inc. 401(k) Plan (CA) $27M · 108
Kalamazoo Plumbers & Pipefitters Local 357 401(k) Plan (MI) $27M · 301

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

Reed Oil Company 401(k) Profit Sharing Plan (PA) 134 · 0 off
Northeast Community Bank Employees' Savings & Profit Sharing Plan and Trust (NY) 134 · 0 off
Dennison Lubricants 401(k) Plan (MA) 134 · 0 off
All American Ford, Inc. 401(k) Profit Sharing Plan (NJ) 134 · 0 off

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.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan assets move in 2023? ▼

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan grew at a solid clip - up 11.9% during 2023, from $24M to $27M. Reported net income was $3M.

How have J.C. Steele and Sons, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), J.C. Steele and Sons, Inc.'s sponsor-wide assets grew 14.8%, from $24M to $28M.

Where does J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan rank by assets among Form 5500 filers? ▼

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is San Antonio Winery, Inc. 401(k) Plan in CA ($27M, 347 participants).

Which 401(k) plans cover a similar participant headcount to J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 560495324.