401(k) · DOL Form 5500 · 2024
Gregory Poole Equipment Company 401(k) Plan
Data updated 2026-08-25
- $167M
- Total assets Near avg plan size
- 1,395
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $120,019
- Avg per participant Near avg balance/head
Official DOL plan name: Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan · Sponsored by Gregory Poole Equipment Company · North Carolina · Wholesale Trade
$167M in assets, 1,395 participants
Gregory Poole Equipment Company's Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan reported $167M in total assets and 1,395 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #5,768 in Wholesale Trade (6,080 peers)
Where Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan sits by assets
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $167M for 1,395 participants (~$120,019/participant), up 15.7% in 2024.
- #5,768
- in Wholesale Trade (6,080 peers)
- +15.7%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan's outsized position by total assets
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$167,426,003 Top 7% higher than 93% 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
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan lands in the large band (1,395 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan end-of-year assets rose from $145M in the plan year 2023 filing to $167M in the plan year 2024 filing.
- Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan reported net income rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan reported participants rose from 1,260 in the plan year 2023 filing to 1,395 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 560487311 · Gregory Poole Equipment Company PY 2024 · 401(k)
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan · $167M · 1,395 · 93rd
- PART $167M
- TYPE 1,395
- NET 93rd
- BOOK 401(k)
- VS-ST near Tower Research Capital Group 401(k) Plan
- BOY ind #5768
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 Wholesale Trade retirement plans → · Plans in North Carolina →
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $167M |
| Net Income | $23M |
| Employer EIN | 560487311 |
| Plan Effective Date | 1968-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gregory Poole Equipment Company)
Sponsor-wide plan assets over time
All Gregory Poole Equipment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 34.43119988904805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,439 | $125M |
| 2023 | 1 | 1,260 | $145M |
| 2024 | 1 | 1,395 | $167M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Tower Research Capital Group 401(k) Plan in NY ($167M); by covered participants it is Jim Ellis Atlanta, Inc. 401(k) Plan in GA (1,395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167M here).
- Tower Research Capital Group 401(k) Plan (NY) $167M · 497
- Carter-Jones Companies 401(k) Retirement Plan (OH) $167M · 3,902
- Saloncentric Inc. 401(k) Plan (NJ) $167M · 3,774
- Midland Credit Management, Inc. 401(k) Retirement Savings Plan (CA) $167M · 1,292
Similar participant headcount
Nearest other-state filings by covered participants (1,395 participants); asset peers above are excluded.
- Jim Ellis Atlanta, Inc. 401(k) Plan (GA) 1,395 · 0 off
- American Hockey League/Professional Hockey Players Association 401(k) Plan () 1,395 · 0 off
- The Bob Jones University Retirement Fund (SC) 1,395 · 0 off
- Howard Industries, Inc. 401(k) Bargaining Employees Retirement Savings Plan (MS) 1,395 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.