401(k) · DOL Form 5500 · 2024

J.C. Steele and Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
135
Participants Small participant base
76th
Percentile by assets National rank
$204,307
Avg per participant Above avg balance/head
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Official DOL plan name: J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan · Sponsored by J.C. Steele and Sons, Inc. · North Carolina · Manufacturing

$28M in assets, 135 participants

J.C. Steele and Sons, Inc.'s J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan reported $28M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,914 in Manufacturing (17,777 peers)

Coverage in North Carolina

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan covers 135 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.

#11,914
in Manufacturing (17,777 peers)
+2.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan's outsized position by total assets

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan vs every filed plan by assets

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

$27,581,380 Top 24% higher than 76% 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.C. Steele & Sons,Inc Profit Sharing and Retirement Savings 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.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $696K in the plan year 2024 filing.
  • J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan end-of-year assets rose from $27M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 560495324 · J.C. Steele and Sons, Inc. PY 2024 · 401(k)

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan · $28M · 135 · 76th

  • 5500 $28M
  • 5500 135
  • 5500 76th
  • 5500 401(k)
  • 5500 near Elringklinger Retirement Savings Plan
  • 5500 ind #11914

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.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan in the asset neighbourhood

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings PlanJ.C. Steele & Sons,Inc Profi…$28MElringklinger Retirement Savings PlanElringklinger Retirement Sav…$28MRyan Lawn & Tree, Inc. Savings PlanRyan Lawn & Tree, Inc. Savin…$28MVitalcaring Group 401(k) Plan$28MSisley Cosmetics USA 401(k) PlanSisley Cosmetics USA 401(k) …$28M
End-of-year total assets ($M) among J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$696K
Employer EIN560495324
Plan Effective Date1953-01-05
Filing StatusFILING RECEIVED

Sponsor Plan History (J.C. Steele and Sons, Inc.)

Sponsor-wide plan assets over time

All J.C. Steele and Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 14.795624898965759% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $24M $27.6M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 123 $24M
2023 1 134 $27M
2024 1 135 $28M

Nearby 401(k) Plans in North Carolina

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

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan, Total assets ($B): 0.02758138 · Participants: 135J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings 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.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan side-by-side with 3 peers →

J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Elringklinger Retirement Savings Plan in MI ($28M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan assets move in 2024? ▼
J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan edged up modestly - up 2.6% during 2024, from $27M to $28M. Reported net income was $696K.
How have J.C. Steele and Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.C. Steele and Sons, Inc.'s sponsor-wide assets grew 14.8%, from $24M to $28M.
Where does J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan rank by assets among Form 5500 filers? ▼
J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elringklinger Retirement Savings Plan in MI ($28M, 610 participants).
Which 401(k) plans cover a similar participant headcount to J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 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 560495324.

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.