401(k) · DOL Form 5500 · 2024

J.R. Cole Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
173
Participants Small participant base
59th
Percentile by assets National rank
$66,278
Avg per participant Below avg balance/head
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Official DOL plan name: J.R. Cole Industries, Inc. 401(k) Plan · Sponsored by J.R. Cole Industries, Inc. · North Carolina · Manufacturing

$11M in assets, 173 participants

J.R. Cole Industries, Inc.'s J.R. Cole Industries, Inc. 401(k) Plan reported $11M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,046 in Manufacturing (17,777 peers)

Coverage in North Carolina

J.R. Cole Industries, Inc. 401(k) Plan covers 173 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#8,046
in Manufacturing (17,777 peers)
+12.1%
assets growth YoY

J.R. Cole Industries, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

J.R. Cole Industries, Inc. 401(k) Plan vs every filed plan by assets

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

$11,466,166 Top 41% higher than 59% 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

J.R. Cole Industries, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.R. Cole Industries, Inc. 401(k) Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J.R. Cole Industries, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • J.R. Cole Industries, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • J.R. Cole Industries, Inc. 401(k) Plan reported participants fell from 180 in the plan year 2023 filing to 173 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561444048 · J.R. Cole Industries, Inc. PY 2024 · 401(k)

J.R. Cole Industries, Inc. 401(k) Plan · $11M · 173 · 59th

  • EOY $11M
  • EOY 173
  • EOY 59th
  • EOY 401(k)
  • EOY near Broadmead, Inc. 401(k) Retirement Plan
  • EOY ind #8046

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 Manufacturing retirement plans → · Plans in North Carolina →

J.R. Cole Industries, Inc. 401(k) Plan in the asset neighbourhood

J.R. Cole Industries, Inc. 401(k) PlanJ.R. Cole Industries, Inc. 4…$11MBroadmead, Inc. 401(k) Retirement PlanBroadmead, Inc. 401(k) Retir…$11MGelia Wells & Mohr, Inc. 401(k) PlanGelia Wells & Mohr, Inc. 401…$11MUtility Pipeline, Ltd 401(k) Profit Sharing PlanUtility Pipeline, Ltd 401(k)…$11MHines Furlong Line 401(k) PlanHines Furlong Line 401(k) Pl…$11M
End-of-year total assets ($M) among J.R. Cole Industries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN561444048
Plan Effective Date1999-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.R. Cole Industries, Inc.)

Sponsor-wide plan assets over time

All J.R. Cole Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 31.976760179737173% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.69M $11.5M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 169 $9M
2023 1 180 $10M
2024 1 173 $11M

Nearby 401(k) Plans in North Carolina

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

J.R. Cole Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants J.R. Cole Industries, Inc. 401(k) Plan, Total assets ($B): 0.011466166 · Participants: 173J.R. Cole Industries, Inc. 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
J.R. Cole Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare J.R. Cole Industries, Inc. 401(k) Plan side-by-side with 3 peers →

J.R. Cole Industries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Broadmead, Inc. 401(k) Retirement Plan in MD ($11M); by covered participants it is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (173 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 J.R. Cole Industries, Inc. 401(k) Plan assets move in 2024? ▼
J.R. Cole Industries, Inc. 401(k) Plan grew at a solid clip - up 12.1% during 2024, from $10M to $11M. Reported net income was $1M.
How have J.R. Cole Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.R. Cole Industries, Inc.'s sponsor-wide assets grew 32.0%, from $9M to $11M.
Which 401(k) plans are similar in size to J.R. Cole Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Broadmead, Inc. 401(k) Retirement Plan in MD ($11M, 273 participants).
Which 401(k) plans cover a similar participant headcount to J.R. Cole Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants, $8M 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 561444048.

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.