401(k) · DOL Form 5500 · 2024

J.P. Thomas & Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 215
Participants Below avg headcount: 39th
Percentile by assets National rank: $19,829
Avg per participant Low balance/head

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Official DOL plan name: J.P. Thomas & Company 401(k) Plan · Sponsored by J.P. Thomas & Company · North Carolina · Retail Trade

$4M in assets, 215 participants

J.P. Thomas & Company's J.P. Thomas & Company 401(k) Plan reported $4M in total assets and 215 participants 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.

#4,040 in Retail Trade (8,048 peers)

Coverage in North Carolina

J.P. Thomas & Company 401(k) Plan covers 215 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#4,040
in Retail Trade (8,048 peers): +24.5%
assets growth YoY

J.P. Thomas & Company 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

J.P. Thomas & Company 401(k) Plan vs every filed plan by assets

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

$4,263,308 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

J.P. Thomas & Company 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.P. Thomas & Company 401(k) Plan sits mid-pack in the medium band (215 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

J.P. Thomas & Company 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
J.P. Thomas & Company 401(k) Plan reported participants rose from 202 in the plan year 2023 filing to 215 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 561499103 · J.P. Thomas & Company PY 2024 · 401(k)

J.P. Thomas & Company 401(k) Plan · $4M · 215 · 39th

TYPE $4M
NET 215
BOOK 39th
VS-ST 401(k)
BOY near Sun, Inc. 401(k) Plan
SCH ind #4040

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 North Carolina →

End-of-year total assets ($M) among J.P. Thomas & Company 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)	$3M
Net Assets (End of Year)	$4M
Net Income	$839K
Employer EIN	561499103
Plan Effective Date	1994-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (J.P. Thomas & Company)

Latest sponsor-wide plan assets: $4M 62.64172422106995% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	216	$3M
2023	1	202	$3M
2024	1	215	$4M

Nearby 401(k) Plans in North Carolina

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

J.P. Thomas & Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare J.P. Thomas & Company 401(k) Plan side-by-side with 3 peers →

J.P. Thomas & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sun, Inc. 401(k) Plan in SC ($4M); by covered participants it is Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan in CA (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Sun, Inc. 401(k) Plan (SC) $4M · 136
Belmont Engineered Plastics, LLC 401(k) Plan (MI) $4M · 167
Blackfly Investments, LLC 401(k) P/S Plan (WA) $4M · 215
Press Glass 401(k) Plan (VA) $4M · 427

Similar participant headcount

Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.

Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan (CA) 215 · 0 off
Slawson Companies, Inc. Tax Advantage Plan (KS) 215 · 0 off
Keystone Technologies, LLC 401(k) Plan (PA) 215 · 0 off
Nest International, Inc. 401(k) Plan (NJ) 215 · 0 off

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.P. Thomas & Company 401(k) Plan assets move in 2024? ▼

J.P. Thomas & Company 401(k) Plan grew sharply - up 24.5% during 2024, from $3M to $4M. Reported net income was $839K.

How have J.P. Thomas & Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), J.P. Thomas & Company's sponsor-wide assets grew 62.6%, from $3M to $4M.

Which 401(k) plans are similar in size to J.P. Thomas & Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sun, Inc. 401(k) Plan in SC ($4M, 136 participants).

Which 401(k) plans cover a similar participant headcount to J.P. Thomas & Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan in CA (215 participants, $16M 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 561499103.