401(k) · DOL Form 5500 · 2023

Gregory Poole Equipment Company 401(k) Plan

Data updated 2026-08-11

$145M
Total assets: 1,260
Participants: 93rd
Percentile by assets: $114,809
Avg per participant

Official DOL plan name: Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan · Sponsored by Gregory Poole Equipment Company · North Carolina · Wholesale Trade

$145M in assets, 1,260 participants

Gregory Poole Equipment Company's Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan reported $145M in total assets and 1,260 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#5,976 in Wholesale Trade (6,309 peers)

Where Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan sits by assets

Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $145M for 1,260 participants (~$114,809/participant), up 16.2% in 2023.

$145M
total plan assets (2023 EOY): 1,260
covered participants: 93rd
percentile by assets (of 127,072 plans): $114,809
avg assets per participant

Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan reported net income rose from -$29M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan end-of-year assets rose from $125M in the plan year 2022 filing to $145M in the plan year 2023 filing.
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan reported participants fell from 1,439 in the plan year 2022 filing to 1,260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

North Carolina

Industry

Wholesale Trade

Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan vs the 2023 asset distribution

By assets, Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$125M
Net Assets (End of Year)	$145M
Net Income	$20M
Employer EIN	560487311
Plan Effective Date	1968-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Gregory Poole Equipment Company)

Total plan assets by year, all Gregory Poole Equipment Company plans on file

Year	Plans	Participants	Total Assets
2022	1	1,439	$125M
2023	1	1,260	$145M
2024	1	1,395	$167M

Nearby 401(k) Plans in North Carolina

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

Gregory Poole Equipment Company Retirement Savings and Profit Sharing 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 Gregory Poole Equipment Company Retireme… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan by total assets, not by location.

Great Plains Health 401(k) Retirement Plan (NE) $145M · 1,101
M.D.C. Holdings, Inc. 401(k) Savings Plan (CO) $145M · 1,696
Healthpro-Heritage 401(k) Plan (MD) $145M · 6,485
Walsh Group 401(k) and Profit Sharing Plan for Union and Non-Union Employees (OR) $145M · 564

Frequently Asked Questions

How did Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan assets move in 2023? ▼

Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan grew sharply - up 16.2% during 2023, from $125M to $145M. Reported net income was $20M.

How have Gregory Poole Equipment Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Gregory Poole Equipment Company's sponsor-wide assets grew 34.4%, from $125M to $167M.

Where does Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Great Plains Health 401(k) Retirement Plan in NE ($145M, 1,101 participants).

Next read for Gregory Poole Equipment Company Retireme…

Scale reading

Ways to act on Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan's numbers.

By total assets, Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
Gregory Poole Equipment Company's sponsor-wide assets have grown 34.4% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 560487311.