401(k) · DOL Form 5500 · 2023

Coblentz Distributing, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
369
Participants Below avg headcount
59th
Percentile by assets National rank
$27,498
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coblentz Distributing 401(k) Plan · Sponsored by Coblentz Distributing, Inc. · Ohio · Wholesale Trade

$10M in assets, 369 participants

Coblentz Distributing, Inc.'s Coblentz Distributing 401(k) Plan reported $10M in total assets and 369 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,200 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Coblentz Distributing 401(k) Plan covers 369 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#3,200
in Wholesale Trade (6,309 peers)
+43.1%
assets growth YoY

Coblentz Distributing 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Coblentz Distributing 401(k) Plan vs every filed plan by assets

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

$10,146,736 Top 41% higher than 59% 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

Coblentz Distributing 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. Coblentz Distributing 401(k) Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coblentz Distributing 401(k) Plan reported net income rose from -$609K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Coblentz Distributing 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Coblentz Distributing 401(k) Plan reported participants rose from 302 in the plan year 2022 filing to 369 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341398298 · Coblentz Distributing, Inc. PY 2023 · 401(k)

Coblentz Distributing 401(k) Plan · $10M · 369 · 59th

  • ASSETS $10M
  • PCT 369
  • EIN 59th
  • RANK 401(k)
  • PHOTO near Premier Transportation Employee Retirement Savings 401(k) Plan
  • IND ind #3200

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 Ohio →

Coblentz Distributing 401(k) Plan in the asset neighbourhood

Coblentz Distributing 401(k) PlanCoblentz Distributing 401(k)…$10MPremier Transportation Employee Retirement Savings 401(k) PlanPremier Transportation Emplo…$10MCirks Construction, Inc. 401(k) PlanCirks Construction, Inc. 401…$10MVon Tobel Lumber Retirement Savings PlanVon Tobel Lumber Retirement …$10MKickstarter, Pbc 401(k) Plan$10M
End-of-year total assets ($M) among Coblentz Distributing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN341398298
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coblentz Distributing, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$13M 81.92163450578174% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.09M $12.9M ▲ +81.9%
Year Plans Participants Total Assets
2022 1 302 $7M
2023 1 369 $10M
2024 1 378 $13M

Nearby 401(k) Plans in Ohio

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

Coblentz Distributing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Coblentz Distributing 401(k) Plan, Total assets ($B): 0.010146736 · Participants: 369Coblentz Distributing 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Coblentz Distributing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Coblentz Distributing 401(k) Plan side-by-side with 3 peers →

Coblentz Distributing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Premier Transportation Employee Retirement Savings 401(k) Plan in GA ($10M); by covered participants it is Material Control, Inc. 401(k) Plan in IL (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Coblentz Distributing 401(k) Plan assets move in 2023? ▼
Coblentz Distributing 401(k) Plan surged - up 43.1% during 2023, from $7M to $10M. Reported net income was $3M.
How have Coblentz Distributing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coblentz Distributing, Inc.'s sponsor-wide assets grew 81.9%, from $7M to $13M.
Which 401(k) plans are similar in size to Coblentz Distributing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Premier Transportation Employee Retirement Savings 401(k) Plan in GA ($10M, 698 participants).
Which 401(k) plans cover a similar participant headcount to Coblentz Distributing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Material Control, Inc. 401(k) Plan in IL (369 participants, $23M 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 341398298.

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.