401(k) · DOL Form 5500 · 2023

J.T. Russell and Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
157
Participants Small participant base
48th
Percentile by assets National rank
$38,361
Avg per participant Low balance/head
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Official DOL plan name: J. T. Russell and Sons, Inc. Profit Sharing Plan · Sponsored by J.T. Russell and Sons, Inc. · North Carolina · Construction

$6M in assets, 157 participants

J.T. Russell and Sons, Inc.'s J. T. Russell and Sons, Inc. Profit Sharing Plan reported $6M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,169 in Construction (9,030 peers)

Coverage in North Carolina

J. T. Russell and Sons, Inc. Profit Sharing Plan covers 157 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#4,169
in Construction (9,030 peers)
+27.2%
assets growth YoY

J. T. Russell and Sons, Inc. Profit Sharing Plan's mid-pack asset rank among Construction and all filers

J. T. Russell and Sons, Inc. Profit Sharing Plan vs every filed plan by assets

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

$6,022,694 48th percentile higher than 48% 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

J. T. Russell and Sons, Inc. Profit Sharing 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. J. T. Russell and Sons, Inc. Profit Sharing Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. T. Russell and Sons, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • J. T. Russell and Sons, Inc. Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 560858771 · J.T. Russell and Sons, Inc. PY 2023 · 401(k)

J. T. Russell and Sons, Inc. Profit Sharing Plan · $6M · 157 · 48th

  • PCT $6M
  • EIN 157
  • RANK 48th
  • PHOTO 401(k)
  • IND near Newell Corporate Group 401(k) Profit Sharing Plan
  • EOY ind #4169

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 North Carolina →

J. T. Russell and Sons, Inc. Profit Sharing Plan in the asset neighbourhood

J. T. Russell and Sons, Inc. Profit Sharing PlanJ. T. Russell and Sons, Inc.…$6MNewell Corporate Group 401(k) Profit Sharing PlanNewell Corporate Group 401(k…$6MHays & Sons Construction, Inc. 401(k) PlanHays & Sons Construction, In…$6MMurray Roofing, Inc. Retirement PlanMurray Roofing, Inc. Retirem…$6MEzoic 401(k) Plan$6M
End-of-year total assets ($M) among J. T. Russell and Sons, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN560858771
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.T. Russell and Sons, Inc.)

Sponsor-wide plan assets over time

All J.T. Russell and Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.531919837105754% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.73M $6.42M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 158 $5M
2023 1 157 $6M
2024 1 149 $6M

Nearby 401(k) Plans in North Carolina

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

J. T. Russell and Sons, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants J. T. Russell and Sons, Inc. Profit Sharing Plan, Total assets ($B): 0.006022694 · Participants: 157J. T. Russell and Sons, Inc. Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
J. T. Russell and Sons, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare J. T. Russell and Sons, Inc. Profit Sharing Plan side-by-side with 3 peers →

J. T. Russell and Sons, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Newell Corporate Group 401(k) Profit Sharing Plan in AL ($6M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 J. T. Russell and Sons, Inc. Profit Sharing Plan assets move in 2023? ▼
J. T. Russell and Sons, Inc. Profit Sharing Plan grew sharply - up 27.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have J.T. Russell and Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.T. Russell and Sons, Inc.'s sponsor-wide assets grew 35.5%, from $5M to $6M.
Which 401(k) plans are similar in size to J. T. Russell and Sons, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Newell Corporate Group 401(k) Profit Sharing Plan in AL ($6M, 113 participants).
Which 401(k) plans cover a similar participant headcount to J. T. Russell and Sons, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 560858771.

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.