401(k) · DOL Form 5500 · 2024

Gregory Poole Equipment Company 401(k) Plan

Data updated 2026-08-11

$167M
Total assets
1,395
Participants
93rd
Percentile by assets
$120,019
Avg per participant
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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.

  • 93rd percentile by assets (of 123,622 plans)
  • #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.

$167M
total plan assets (2024 EOY)
1,395
covered participants
93rd
percentile by assets (of 123,622 plans)
$120,019
avg assets per participant

Where Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan vs the 2024 asset distribution

By assets, Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$167M
Net Income$23M
Employer EIN560487311
Plan Effective Date1968-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gregory Poole Equipment Company)

$120M$140M$160M$180M 202220232024 $125M $167M ▲ +34.4%
Total plan assets by year, all Gregory Poole Equipment Company plans on file
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.

Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Gregory Poole Equipm…The Bank of America …Honeywell 401(k) PlanDuke Energy Retireme…Nucor Corporation Pr…Truist Financial Cor…
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan assets move in 2024?
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan grew sharply - up 15.7% during 2024, from $145M to $167M. Reported net income was $23M.
How have Gregory Poole Equipment Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Gregory Poole Equipment Company's sponsor-wide assets grew 34.4%, from $125M to $167M.
Where does Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan rank by assets among Form 5500 filers?
Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Tower Research Capital Group 401(k) Plan in NY ($167M, 497 participants).

Next read for Gregory Poole Equipment Company Retireme…

Scale reading

Ways to act on Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan's numbers.

  • By total assets, Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
  • Gregory Poole Equipment Company's sponsor-wide assets have grown 34.4% since 2022 across 3 plan years on file. More Wholesale Trade plans