401(k) · DOL Form 5500 · 2023

E.J. Pope & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
131
Participants Small participant base
56th
Percentile by assets National rank
$66,334
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan · Sponsored by E.J. Pope & Son, Inc. · North Carolina · Transportation & Warehousing

$9M in assets, 131 participants

E.J. Pope & Son, Inc.'s E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan reported $9M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,888 in Transportation & Warehousing (3,362 peers)

Coverage in North Carolina

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan covers 131 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#1,888
in Transportation & Warehousing (3,362 peers)
+11.2%
assets growth YoY

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$8,689,770 Top 44% higher than 56% 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

E.J. Pope & Son, Inc. 401(k) Retirement Savings 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. E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan reported net income rose from $222K in the plan year 2022 filing to $872K in the plan year 2023 filing.
  • E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan reported participants rose from 120 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560660936 · E.J. Pope & Son, Inc. PY 2023 · 401(k)

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan · $9M · 131 · 56th

  • SCH $9M
  • EBSA 131
  • PART 56th
  • TYPE 401(k)
  • NET near Dave O'mara Contractor, Inc. Employees' Savings & Profit Sharing Plan and Trust
  • BOOK ind #1888

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

E.J. Pope & Son, Inc. 401(k) Retirement Savings PlanE.J. Pope & Son, Inc. 401(k)…$9MDave O'mara Contractor, Inc. Employees' Savings & Profit Sharing Plan and TrustDave O'mara Contractor, Inc.…$9MIgps Logistics LLC 401(k) PlanIgps Logistics LLC 401(k) Pl…$9MAtrium Insight Inc. 401(k)$9MRfc Retirement Plan$9M
End-of-year total assets ($M) among E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$872K
Employer EIN560660936
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E.J. Pope & Son, Inc.)

Sponsor-wide plan assets over time

All E.J. Pope & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 11.155341334597818% vs 2022
2023 filing year
$7.5M$8M$8.5M$9M 20222023 $7.82M $8.69M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 120 $8M
2023 1 131 $9M

Nearby 401(k) Plans in North Carolina

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

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.00868977 · Participants: 131E.J. Pope & Son, Inc. 401(k) Retirement Savings 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
E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dave O'mara Contractor, Inc. Employees' Savings & Profit Sharing Plan and Trust in IN ($9M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan grew at a solid clip - up 11.2% during 2023, from $8M to $9M. Reported net income was $872K.
How have E.J. Pope & Son, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), E.J. Pope & Son, Inc.'s sponsor-wide assets grew 11.2%, from $8M to $9M.
Which 401(k) plans are similar in size to E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dave O'mara Contractor, Inc. Employees' Savings & Profit Sharing Plan and Trust in IN ($9M, 106 participants).
Which 401(k) plans cover a similar participant headcount to E.J. Pope & Son, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants, N/A 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 560660936.

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.