Defined Benefit (Pension) · DOL Form 5500 · 2024

Jmjs, Inc. Dba Coe Distributing Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
99
Participants Small participant base
33rd
Percentile by assets National rank
$27,829
Avg per participant Low balance/head
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Official DOL plan name: Coe Distributing Cash Balance Pension Plan · Sponsored by Jmjs, Inc. Dba Coe Distributing · Pennsylvania · Wholesale Trade

$3M in assets, 99 participants

Jmjs, Inc. Dba Coe Distributing's Coe Distributing Cash Balance Pension Plan reported $3M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,343 in Wholesale Trade (6,080 peers)

Jmjs, Inc. Dba Coe Distributing multi-year trail

Jmjs, Inc. Dba Coe Distributing's plans moved +73.7% in assets from 2023 to 2024; this filing shows Coe Distributing Cash Balance Pension Plan at $3M / 99 participants.

#1,343
in Wholesale Trade (6,080 peers)
+19.7%
assets growth YoY

Coe Distributing Cash Balance Pension Plan among the smaller filed plans by assets

Coe Distributing Cash Balance Pension Plan vs every filed plan by assets

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

$2,755,117 33rd percentile higher than 33% 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

Coe Distributing Cash Balance Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coe Distributing Cash Balance Pension Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coe Distributing Cash Balance Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Coe Distributing Cash Balance Pension Plan reported participants fell from 102 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 271572756 · Jmjs, Inc. Dba Coe Distributing PY 2024 · Defined Benefit (Pension)

Coe Distributing Cash Balance Pension Plan · $3M · 99 · 33rd

  • BOOK $3M
  • BOOK 99
  • BOOK 33rd
  • BOOK Defined Benefit (Pension)
  • BOOK near Lanx Management LLC Cash Balance Plan
  • BOOK ind #1343

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 Pennsylvania →

Coe Distributing Cash Balance Pension Plan in the asset neighbourhood

Coe Distributing Cash Balance Pension PlanCoe Distributing Cash Balanc…$3MLanx Management LLC Cash Balance PlanLanx Management LLC Cash Bal…$3MBfi Retirement Plan$3MPicchetti Winery, Inc. Defined Benefit Plan & TrustPicchetti Winery, Inc. Defin…$3MAulakh Medical Corporation Inc Defined Benefit Pension PlanAulakh Medical Corporation I…$3M
End-of-year total assets ($M) among Coe Distributing Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Jmjs, Inc. Dba Coe Distributing multi-year asset trail

Sponsor-wide plan assets over time

All Jmjs, Inc. Dba Coe Distributing plans reported in each filing year

Latest sponsor-wide plan assets
$15M 73.6722079708287% vs 2023
2024 filing year
$6M$8M$10M$12M$14M$16M 20232024 $8.46M $14.7M ▲ +73.8%
Year Plans Participants Total Assets
2023 2 204 $8M
2024 3 309 $15M

Jmjs, Inc. Dba Coe Distributing filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$453K
Employer EIN271572756
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Coe Distributing Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Coe Distributing Cash Balance Pension Plan, Total assets ($B): 0.002755117 · Participants: 99Coe Distributing Cash Balance Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Coe Distributing Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Coe Distributing Cash Balance Pension Plan side-by-side with 3 peers →

Coe Distributing Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Lanx Management LLC Cash Balance Plan in NY ($3M); by covered participants it is The Pension Plan for the Mott Children's Health Center in MI (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Coe Distributing Cash Balance Pension Plan assets move in 2024? ▼
Coe Distributing Cash Balance Pension Plan grew sharply - up 19.7% during 2024, from $2M to $3M. Reported net income was $453K.
How have Jmjs, Inc. Dba Coe Distributing plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jmjs, Inc. Dba Coe Distributing's sponsor-wide assets grew 73.7%, from $8M to $15M.
Which Defined Benefit (Pension) plans are similar in size to Coe Distributing Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lanx Management LLC Cash Balance Plan in NY ($3M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Coe Distributing Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Pension Plan for the Mott Children's Health Center in MI (99 participants, $33M 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 271572756.

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.