Other · DOL Form 5500 · 2024
James Nola Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 30th
- Percentile by assets National rank
Official DOL plan name: James Nola Investment Trust · Sponsored by James Nola · Florida · Real Estate
$2M in assets, N/A participants
James Nola's James Nola Investment Trust reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #2,263 in Real Estate (4,605 peers)
James Nola multi-year trail
James Nola's plans moved +16.3% in assets from 2022 to 2024; this filing shows James Nola Investment Trust at $2M / N/A participants.
- #2,263
- in Real Estate (4,605 peers)
- -0.7%
- assets change YoY
James Nola Investment Trust among the smaller filed plans by assets
James Nola Investment Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,081,262 30th percentile higher than 30% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James Nola Investment Trust reported participants fell from 1 in the plan year 2023 filing to N/A in the plan year 2024 filing.
- James Nola Investment Trust reported net income fell from $307K in the plan year 2023 filing to $56K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 814567515 · James Nola PY 2024 · Other
James Nola Investment Trust · $2M · N/A · 30th
- ASSETS $2M
- PCT N/A
- EIN 30th
- RANK Other
- PHOTO near Mayo Healthcare Retirement Savings 403(b) Plan
- IND ind #2263
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 Real Estate retirement plans → · Plans in Florida →
James Nola Investment Trust in the asset neighbourhood
James Nola multi-year asset trail
Sponsor-wide plan assets over time
All James Nola plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 16.278505878001713% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | N/A | $2M |
James Nola filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $56K |
| Employer EIN | 814567515 |
| Plan Effective Date | 2016-12-02 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
James Nola Investment Trust's closest out-of-state Other peers by assets
Outside Florida, the nearest Other by end-of-year assets is Mayo Healthcare Retirement Savings 403(b) Plan in VT at $2M (this filing: $2M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.