401(k) · DOL Form 5500 · 2024

Law Office of Gary R. Poole, P.a. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Law Office of Gary R. Poole, P.a. 401(k) Plan · Sponsored by Law Office of Gary R. Poole, P.a. · North Carolina · Professional & Technical Services

$3M in assets, 2 participants

Law Office of Gary R. Poole, P.a.'s Law Office of Gary R. Poole, P.a. 401(k) Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,142 in Professional & Technical Services (20,173 peers)

Law Office of Gary R. Poole, P.a. multi-year trail

Law Office of Gary R. Poole, P.a.'s plans moved +32.3% in assets from 2022 to 2024; this filing shows Law Office of Gary R. Poole, P.a. 401(k) Plan at $3M / 2 participants.

#6,142
in Professional & Technical Services (20,173 peers)
+12.4%
assets growth YoY

Law Office of Gary R. Poole, P.a. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Law Office of Gary R. Poole, P.a. 401(k) Plan vs every filed plan by assets

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

$2,982,058 34th percentile higher than 34% 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

Law Office of Gary R. Poole, P.a. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Law Office of Gary R. Poole, P.a. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Law Office of Gary R. Poole, P.a. 401(k) Plan reported net income fell from $399K in the plan year 2023 filing to $330K in the plan year 2024 filing.
  • Law Office of Gary R. Poole, P.a. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 561962607 · Law Office of Gary R. Poole, P.a. PY 2024 · 401(k)

Law Office of Gary R. Poole, P.a. 401(k) Plan · $3M · 2 · 34th

  • VS-ST $3M
  • VS-ST 2
  • VS-ST 34th
  • VS-ST 401(k)
  • VS-ST near Phillips Adr Enterprises, P.C. 401(k) Plan
  • VS-ST ind #6142

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Law Office of Gary R. Poole, P.a. 401(k) Plan in the asset neighbourhood

Law Office of Gary R. Poole, P.a. 401(k) PlanLaw Office of Gary R. Poole,…$3MPhillips Adr Enterprises, P.C. 401(k) PlanPhillips Adr Enterprises, P.…$3MAdvanced Building Corporation Safe Harbor 401(k) PlanAdvanced Building Corporatio…$3MNavig8 America LLC 401(k) PlanNavig8 America LLC 401(k) Pl…$3MChildren's Discovery Center 401(k) PlanChildren's Discovery Center …$3M
End-of-year total assets ($M) among Law Office of Gary R. Poole, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Law Office of Gary R. Poole, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Law Office of Gary R. Poole, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 32.34186852255293% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.25M $2.98M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $3M
2024 1 2 $3M

Law Office of Gary R. Poole, P.a. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$330K
Employer EIN561962607
Plan Effective Date1996-04-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Law Office of Gary R. Poole, P.a. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Law Office of Gary R. Poole, P.a. 401(k) Plan, Total assets ($B): 0.002982058 · Participants: 2Law Office of Gary R. Poole, P.a. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Law Office of Gary R. Poole, P.a. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Law Office of Gary R. Poole, P.a. 401(k) Plan side-by-side with 3 peers →

Law Office of Gary R. Poole, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Phillips Adr Enterprises, P.C. 401(k) Plan in CA ($3M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Law Office of Gary R. Poole, P.a. 401(k) Plan assets move in 2024? ▼
Law Office of Gary R. Poole, P.a. 401(k) Plan grew at a solid clip - up 12.4% during 2024, from $3M to $3M. Reported net income was $330K.
How have Law Office of Gary R. Poole, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Law Office of Gary R. Poole, P.a.'s sponsor-wide assets grew 32.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Law Office of Gary R. Poole, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phillips Adr Enterprises, P.C. 401(k) Plan in CA ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Law Office of Gary R. Poole, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 561962607.

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.