Defined Benefit (Pension) · DOL Form 5500 · 2023

Jmjs, Inc. Dba Coe Distributing Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
102
Participants Small participant base
32nd
Percentile by assets National rank
$22,570
Avg per participant Low balance/head
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Official DOL plan name: Coe Distributing Cash Balance Pension Plan · Sponsored by Jmjs, Inc. Dba Coe Distributing · Pennsylvania · Wholesale Trade

$2M in assets, 102 participants

Jmjs, Inc. Dba Coe Distributing's Coe Distributing Cash Balance Pension Plan reported $2M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,333 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Coe Distributing Cash Balance Pension Plan covers 102 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#1,333
in Wholesale Trade (6,309 peers)
+25.4%
assets growth YoY

Coe Distributing Cash Balance Pension Plan among the smaller filed plans by assets

Coe Distributing Cash Balance Pension Plan vs every filed plan by assets

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

$2,302,173 32nd percentile higher than 32% 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

Coe Distributing Cash Balance Pension 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. Coe Distributing Cash Balance Pension Plan sits mid-pack in the medium band (102 participants).

Plan-year Form 5500 strip

Filing strip 271572756 · Jmjs, Inc. Dba Coe Distributing PY 2023 · Defined Benefit (Pension)

Coe Distributing Cash Balance Pension Plan · $2M · 102 · 32nd

  • RANK $2M
  • RANK 102
  • RANK 32nd
  • RANK Defined Benefit (Pension)
  • RANK near Christian H. Nguyen, Dds Inc. Defined Benefit Plan
  • RANK ind #1333

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 Pennsylvania →

Coe Distributing Cash Balance Pension Plan in the asset neighbourhood

Western Performance Equine Inc Defined Benefit Pension PlanWestern Performance Equine I…$2MCoe Distributing Cash Balance Pension PlanCoe Distributing Cash Balanc…$2MChristian H. Nguyen, Dds Inc. Defined Benefit PlanChristian H. Nguyen, Dds Inc…$2MBryan Mansour D.D.S. Defined Benefit Pension PlanBryan Mansour D.D.S. Defined…$2MValueworks LLC Pension Plan$2M
End-of-year total assets ($M) among Coe Distributing Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$467K
Employer EIN271572756
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jmjs, Inc. Dba Coe Distributing)

Sponsor-wide plan assets over time

All Jmjs, Inc. Dba Coe Distributing plans reported in each filing year

Latest sponsor-wide plan assets
$15M 73.6722079708287% vs 2023
2024 filing year
$6M$8M$10M$12M$14M$16M 20232024 $8.46M $14.7M ▲ +73.8%
Year Plans Participants Total Assets
2023 2 204 $8M
2024 3 309 $15M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Coe Distributing Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Coe Distributing Cash Balance Pension Plan, Total assets ($B): 0.002302173 · Participants: 102Coe Distributing Cash Balance Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Coe Distributing Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Coe Distributing Cash Balance Pension Plan side-by-side with 3 peers →

Coe Distributing Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Christian H. Nguyen, Dds Inc. Defined Benefit Plan in CA ($2M); by covered participants it is Cancer Partners of Nebraska Cash Balance Plan in NE (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Coe Distributing Cash Balance Pension Plan assets move in 2023? ▼
Coe Distributing Cash Balance Pension Plan grew sharply - up 25.4% during 2023, from $2M to $2M. Reported net income was $467K.
How have Jmjs, Inc. Dba Coe Distributing plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jmjs, Inc. Dba Coe Distributing's sponsor-wide assets grew 73.7%, from $8M to $15M.
Which Defined Benefit (Pension) plans are similar in size to Coe Distributing Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Christian H. Nguyen, Dds Inc. Defined Benefit Plan in CA ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Coe Distributing Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cancer Partners of Nebraska Cash Balance Plan in NE (102 participants, $12M 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 271572756.

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.