401(k) · DOL Form 5500 · 2023

Cone Distributing, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
314
Participants Below avg headcount
69th
Percentile by assets National rank
$52,197
Avg per participant Low balance/head
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Official DOL plan name: Cone Distributing, Inc. 401(k) Plan · Sponsored by Cone Distributing, Inc. · Florida · Wholesale Trade

$16M in assets, 314 participants

Cone Distributing, Inc.'s Cone Distributing, Inc. 401(k) Plan reported $16M in total assets and 314 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,058 in Wholesale Trade (6,309 peers)

Coverage in Florida

Cone Distributing, Inc. 401(k) Plan covers 314 participants in Florida, about 50% of the average Florida filer (state average ~628 per filing). Assets: $16M.

#4,058
in Wholesale Trade (6,309 peers)
+22.1%
assets growth YoY

Cone Distributing, Inc. 401(k) Plan's outsized position by total assets

Cone Distributing, Inc. 401(k) Plan vs every filed plan by assets

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

$16,389,798 Top 31% higher than 69% 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

Cone Distributing, Inc. 401(k) 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. Cone Distributing, Inc. 401(k) Plan sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cone Distributing, Inc. 401(k) Plan reported net income rose from -$353K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cone Distributing, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Cone Distributing, Inc. 401(k) Plan reported participants rose from 281 in the plan year 2022 filing to 314 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592485014 · Cone Distributing, Inc. PY 2023 · 401(k)

Cone Distributing, Inc. 401(k) Plan · $16M · 314 · 69th

  • EIN $16M
  • EIN 314
  • EIN 69th
  • EIN 401(k)
  • EIN near Financial Independence Corporation Retirement Plan
  • EIN ind #4058

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 Wholesale Trade retirement plans → · Plans in Florida →

Cone Distributing, Inc. 401(k) Plan in the asset neighbourhood

Cone Distributing, Inc. 401(k) PlanCone Distributing, Inc. 401(…$16MFinancial Independence Corporation Retirement PlanFinancial Independence Corpo…$16MThe Deferred Salary Profit Sharing Plan for the Employees OThe Deferred Salary Profit S…$16MRrmm Architects, P. C. 401(k) PlanRrmm Architects, P. C. 401(k…$16MJ & D Tube Benders Inc. Profit Sharing PlanJ & D Tube Benders Inc. Prof…$16M
End-of-year total assets ($M) among Cone Distributing, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN592485014
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cone Distributing, Inc.)

Sponsor-wide plan assets over time

All Cone Distributing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 47.50373736393325% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.4M $19.8M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 281 $13M
2023 1 314 $16M
2024 1 308 $20M

Nearby 401(k) Plans in Florida

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

Cone Distributing, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Cone Distributing, Inc. 401(k) Plan, Total assets ($B): 0.016389798 · Participants: 314Cone Distributing, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Cone Distributing, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Cone Distributing, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Financial Independence Corporation Retirement Plan in NC ($16M); by covered participants it is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Cone Distributing, Inc. 401(k) Plan assets move in 2023?
Cone Distributing, Inc. 401(k) Plan grew sharply - up 22.1% during 2023, from $13M to $16M. Reported net income was $3M.
How have Cone Distributing, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cone Distributing, Inc.'s sponsor-wide assets grew 47.5%, from $13M to $20M.
Which 401(k) plans are similar in size to Cone Distributing, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Financial Independence Corporation Retirement Plan in NC ($16M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Cone Distributing, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants, $57M in assets).