Profit Sharing · DOL Form 5500 · 2024

The Nock and Son Company Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
21
Participants Small participant base
52nd
Percentile by assets National rank
$401,321
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Nock and Son Company Profit Sharing Trust · Sponsored by The Nock and Son Company · Ohio · Wholesale Trade

$8M in assets, 21 participants

The Nock and Son Company's The Nock and Son Company Profit Sharing Trust reported $8M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,592 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

The Nock and Son Company Profit Sharing Trust holds $8M for 21 participants - about $401,321 per participant, above the median plan by assets.

#2,592
in Wholesale Trade (6,080 peers)
-5.4%
assets change YoY

The plan reported a net loss of $477K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Nock and Son Company Profit Sharing Trust's mid-pack asset rank among Wholesale Trade and all filers

The Nock and Son Company Profit Sharing Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,427,745 Top 48% higher than 52% of 123,620 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 2024

The Nock and Son Company Profit Sharing Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Nock and Son Company Profit Sharing Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Nock and Son Company Profit Sharing Trust reported net income fell from $871K in the plan year 2023 filing to -$477K in the plan year 2024 filing.
  • The Nock and Son Company Profit Sharing Trust end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • The Nock and Son Company Profit Sharing Trust reported participants rose from 20 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341145087 · The Nock and Son Company PY 2024 · Profit Sharing

The Nock and Son Company Profit Sharing Trust · $8M · 21 · 52nd

  • PCT $8M
  • EIN 21
  • RANK 52nd
  • PHOTO Profit Sharing
  • IND near Southern Dental Assoc 401(k) Psp
  • EOY ind #2592

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 Ohio →

The Nock and Son Company Profit Sharing Trust in the asset neighbourhood

The Nock and Son Company Profit Sharing TrustThe Nock and Son Company Pro…$8MSouthern Dental Assoc 401(k) PspSouthern Dental Assoc 401(k)…$8MCommunity Interface Services Retirement PlanCommunity Interface Services…$8MM3s Investments Inc. Retirement PlanM3s Investments Inc. Retirem…$8MEnergy Salvage, Inc. Profit Sharing Plan and TrustEnergy Salvage, Inc. Profit …$8M
End-of-year total assets ($M) among The Nock and Son Company Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$477K
Employer EIN341145087
Plan Effective Date1975-06-02
Filing StatusFILING RECEIVED

Sponsor Plan History (The Nock and Son Company)

Sponsor-wide plan assets over time

All The Nock and Son Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 4.898345846917964% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $8.03M $8.43M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 19 $8M
2023 1 20 $9M
2024 1 21 $8M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Nock and Son Company Profit Sharing Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants The Nock and Son Company Profit Sharing Trust, Total assets ($B): 0.008427745 · Participants: 21The Nock and Son Company Profit Sharing TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
The Nock and Son Company Profit Sharing Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare The Nock and Son Company Profit Sharing Trust side-by-side with 3 peers →

The Nock and Son Company Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Southern Dental Assoc 401(k) Psp in FL ($8M); by covered participants it is Stay at Home of the Upstate Inc. Retirement Plan in SC (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Nock and Son Company Profit Sharing Trust assets move in 2024? ▼
The Nock and Son Company Profit Sharing Trust pulled back noticeably - down 5.4% during 2024, from $9M to $8M. Reported net income was -$477K.
How have The Nock and Son Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nock and Son Company's sponsor-wide assets grew 4.9%, from $8M to $8M.
Which Profit Sharing plans are similar in size to The Nock and Son Company Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Southern Dental Assoc 401(k) Psp in FL ($8M, 22 participants).
Which Profit Sharing plans cover a similar participant headcount to The Nock and Son Company Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Stay at Home of the Upstate Inc. Retirement Plan in SC (21 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341145087.

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.