401(k) · DOL Form 5500 · 2023
Gregory Poole Equipment Company 401(k) Plan
Data updated 2026-08-25
- $145M
- Total assets Near avg plan size
- 1,260
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $114,809
- Avg per participant Below avg balance/head
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.
- #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.
- #5,976
- in Wholesale Trade (6,309 peers)
- +16.2%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan's outsized position by total assets
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$144,658,867 Top 7% higher than 93% 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
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan lands in the large band (1,260 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Form 5500 schedule snapshot
Filing strip 560487311 · Gregory Poole Equipment Company PY 2023 · 401(k)
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan · $145M · 1,260 · 93rd
- 5500 $145M
- ASSETS 1,260
- PCT 93rd
- EIN 401(k)
- RANK near Great Plains Health 401(k) Retirement Plan
- PHOTO ind #5976
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 North Carolina →
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Gregory Poole Equipment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 34.43119988904805% vs 2022
- 2024 filing year
| 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.
- 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
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Great Plains Health 401(k) Retirement Plan in NE ($145M); by covered participants it is Ohio's Hospice, Inc. 401(k) Retirement Savings in OH (1,260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,260 participants); asset peers above are excluded.
- Ohio's Hospice, Inc. 401(k) Retirement Savings (OH) 1,260 · 0 off
- Titan Modular, Spartan Cargo 401(k) Retirement Plan (GA) 1,260 · 0 off
- Computer Task Group, Inc. 401(k) Retirement Plan (NY) 1,261 · 1 off
- Remedi Seniorcare 401(k) Plan (MD) 1,261 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.