Profit Sharing · DOL Form 5500 · 2024
Richard C. Cole, Jr., Ltd Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $4.2M
- Avg per participant High balance/head
Official DOL plan name: Richard C. Cole, Jr., Ltd Profit Sharing Plan · Sponsored by Richard C. Cole, Jr., Ltd · Arizona · Professional & Technical Services
$4M in assets, 1 participants
Richard C. Cole, Jr., Ltd's Richard C. Cole, Jr., Ltd Profit Sharing Plan reported $4M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #7,334 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Richard C. Cole, Jr., Ltd Profit Sharing Plan holds $4M for 1 participant - about $4.2M per participant, in the lower half of filed plans by assets.
- #7,334
- in Professional & Technical Services (20,173 peers)
- +1.3%
- assets growth YoY
Richard C. Cole, Jr., Ltd Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Richard C. Cole, Jr., Ltd Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,223,843 39th percentile higher than 39% 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
Richard C. Cole, Jr., Ltd Profit Sharing 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. Richard C. Cole, Jr., Ltd Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Richard C. Cole, Jr., Ltd Profit Sharing Plan reported net income rose from -$7K in the plan year 2023 filing to $55K in the plan year 2024 filing.
- Richard C. Cole, Jr., Ltd Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860784704 · Richard C. Cole, Jr., Ltd PY 2024 · Profit Sharing
Richard C. Cole, Jr., Ltd Profit Sharing Plan · $4M · 1 · 39th
- VS-ST $4M
- VS-ST 1
- VS-ST 39th
- VS-ST Profit Sharing
- VS-ST near Richard Odders Md Sc 401(k) Profit Sharing Plan
- VS-ST ind #7334
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 Arizona →
Richard C. Cole, Jr., Ltd Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $55K |
| Employer EIN | 860784704 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Richard C. Cole, Jr., Ltd)
Sponsor-wide plan assets over time
All Richard C. Cole, Jr., Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 1.1604424975870518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $4M |
| 2023 | 1 | N/A | $4M |
| 2024 | 1 | 1 | $4M |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Preferred Employer Plan II $76M · 415
- Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
- Center for Biological Diversity 403(b) DC Plan $34M · 187
Richard C. Cole, Jr., Ltd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Richard Odders Md Sc 401(k) Profit Sharing Plan in WI ($4M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.