401(k) · DOL Form 5500 · 2024

Pine Belt Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
158
Participants Small participant base
58th
Percentile by assets National rank
$70,109
Avg per participant Below avg balance/head
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Official DOL plan name: Pine Belt Enterprises Retirement Plan · Sponsored by Pine Belt Enterprises, Inc. · New Jersey · Retail Trade

$11M in assets, 158 participants

Pine Belt Enterprises, Inc.'s Pine Belt Enterprises Retirement Plan reported $11M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,541 in Retail Trade (8,048 peers)

Coverage in New Jersey

Pine Belt Enterprises Retirement Plan covers 158 participants in New Jersey, about 19% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.

#5,541
in Retail Trade (8,048 peers)
+15.6%
assets growth YoY

Pine Belt Enterprises Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Pine Belt Enterprises Retirement Plan vs every filed plan by assets

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

$11,077,287 Top 42% higher than 58% 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

Pine Belt Enterprises Retirement 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. Pine Belt Enterprises Retirement Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pine Belt Enterprises Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pine Belt Enterprises Retirement Plan reported participants fell from 189 in the plan year 2023 filing to 158 in the plan year 2024 filing.
  • Pine Belt Enterprises Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 210537055 · Pine Belt Enterprises, Inc. PY 2024 · 401(k)

Pine Belt Enterprises Retirement Plan · $11M · 158 · 58th

  • ASSETS $11M
  • ASSETS 158
  • ASSETS 58th
  • ASSETS 401(k)
  • ASSETS near Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan
  • ASSETS ind #5541

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 Retail Trade retirement plans → · Plans in New Jersey →

Pine Belt Enterprises Retirement Plan in the asset neighbourhood

Pine Belt Enterprises Retirement PlanPine Belt Enterprises Retire…$11MBertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing PlanBertrand, Fox, Elliot, Osman…$11MLazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and TrustLazare Potter Giacovas & Moy…$11MLearning Technologies Group, Inc. Enhanced Match 401(k) PlanLearning Technologies Group,…$11MStone Distributing Company 401(k) PlanStone Distributing Company 4…$11M
End-of-year total assets ($M) among Pine Belt Enterprises Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN210537055
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pine Belt Enterprises, Inc.)

Sponsor-wide plan assets over time

All Pine Belt Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 42.284030460350195% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.79M $11.1M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 164 $8M
2023 1 189 $10M
2024 1 158 $11M

Nearby 401(k) Plans in New Jersey

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

Pine Belt Enterprises Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Pine Belt Enterprises Retirement Plan, Total assets ($B): 0.011077287 · Participants: 158Pine Belt Enterprises Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Pine Belt Enterprises Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Pine Belt Enterprises Retirement Plan side-by-side with 3 peers →

Pine Belt Enterprises Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Pine Belt Enterprises Retirement Plan assets move in 2024? ▼
Pine Belt Enterprises Retirement Plan grew sharply - up 15.6% during 2024, from $10M to $11M. Reported net income was $1M.
How have Pine Belt Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pine Belt Enterprises, Inc.'s sponsor-wide assets grew 42.3%, from $8M to $11M.
Which 401(k) plans are similar in size to Pine Belt Enterprises Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan in CA ($11M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Pine Belt Enterprises Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K 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 210537055.

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.