401(k) · DOL Form 5500 · 2023

Cole Roofing Co., Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
86
Participants Small participant base
61st
Percentile by assets National rank
$130,876
Avg per participant Near avg balance/head
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Official DOL plan name: Cole Roofing Co., Inc. Profit Sharing Plan & Trust · Sponsored by Cole Roofing Co., Inc. · Maryland · Construction

$11M in assets, 86 participants

Cole Roofing Co., Inc.'s Cole Roofing Co., Inc. Profit Sharing Plan & Trust reported $11M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,378 in Construction (9,030 peers)

Cole Roofing Co., Inc. multi-year trail

Cole Roofing Co., Inc.'s plans moved +22.4% in assets from 2022 to 2024; this filing shows Cole Roofing Co., Inc. Profit Sharing Plan & Trust at $11M / 86 participants.

#5,378
in Construction (9,030 peers)
+14.0%
assets growth YoY

Cole Roofing Co., Inc. Profit Sharing Plan & Trust's mid-pack asset rank among Construction and all filers

Cole Roofing Co., Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$11,255,309 Top 39% higher than 61% 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

Cole Roofing Co., Inc. Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cole Roofing Co., Inc. Profit Sharing Plan & Trust is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cole Roofing Co., Inc. Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cole Roofing Co., Inc. Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Cole Roofing Co., Inc. Profit Sharing Plan & Trust reported participants rose from 83 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 520599184 · Cole Roofing Co., Inc. PY 2023 · 401(k)

Cole Roofing Co., Inc. Profit Sharing Plan & Trust · $11M · 86 · 61st

  • PART $11M
  • PART 86
  • PART 61st
  • PART 401(k)
  • PART near Tcn Behavioral Health Services, Inc. 401(k) Plan
  • PART ind #5378

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 Construction retirement plans → · Plans in Maryland →

Cole Roofing Co., Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Cole Roofing Co., Inc. Profit Sharing Plan & TrustCole Roofing Co., Inc. Profi…$11MTcn Behavioral Health Services, Inc. 401(k) PlanTcn Behavioral Health Servic…$11MOlds Products Company Employee Savings and Retirement PlanOlds Products Company Employ…$11MThe Mcalear Group, Inc. Retirement PlanThe Mcalear Group, Inc. Reti…$11MRetirement Plan for Employees of Whitney M. Young, Jr. Health Center, Inc.Retirement Plan for Employee…$11M
End-of-year total assets ($M) among Cole Roofing Co., Inc. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cole Roofing Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cole Roofing Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.39427785936636% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.87M $12.1M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 83 $10M
2023 1 86 $11M
2024 1 88 $12M

Cole Roofing Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN520599184
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Cole Roofing Co., Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cole Roofing Co., Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.011255309 · Participants: 86Cole Roofing Co., Inc. Profit Sharing Plan & TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Cole Roofing Co., Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Cole Roofing Co., Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Cole Roofing Co., Inc. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Tcn Behavioral Health Services, Inc. 401(k) Plan in OH ($11M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Cole Roofing Co., Inc. Profit Sharing Plan & Trust assets move in 2023? ▼
Cole Roofing Co., Inc. Profit Sharing Plan & Trust grew at a solid clip - up 14.0% during 2023, from $10M to $11M. Reported net income was $1M.
How have Cole Roofing Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cole Roofing Co., Inc.'s sponsor-wide assets grew 22.4%, from $10M to $12M.
Which 401(k) plans are similar in size to Cole Roofing Co., Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tcn Behavioral Health Services, Inc. 401(k) Plan in OH ($11M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Cole Roofing Co., Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 520599184.

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.