401(k) · DOL Form 5500 · 2022

South Coast Assurance 401(k) Plan

Data updated 2026-08-25

$117K
Total assets Small plan by assets
13
Participants Small participant base
7th
Percentile by assets National rank
$8,971
Avg per participant Low balance/head
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Official DOL plan name: South Coast Assurance 401(k) Profit Sharing Plan & Trust · Sponsored by South Coast Assurance · Texas · Finance & Insurance

$117K in assets, 13 participants

South Coast Assurance's South Coast Assurance 401(k) Profit Sharing Plan & Trust reported $117K in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • #395 in Finance & Insurance (9,261 peers)

South Coast Assurance multi-year trail

South Coast Assurance's plans moved -60.4% in assets from 2022 to 2024; this filing shows South Coast Assurance 401(k) Profit Sharing Plan & Trust at $117K / 13 participants.

#395
in Finance & Insurance (9,261 peers)
-10.5%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

South Coast Assurance 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

South Coast Assurance 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$116,617 7th percentile higher than 7% of 139,123 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 2022

South Coast Assurance 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Coast Assurance 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 270132234 · South Coast Assurance PY 2022 · 401(k)

South Coast Assurance 401(k) Profit Sharing Plan & Trust · $117K · 13 · 7th

  • PHOTO $117K
  • IND 13
  • EOY 7th
  • 5500 401(k)
  • ASSETS near Tomis Holdings, Inc. 401(k) Plan
  • PCT ind #395

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 Finance & Insurance retirement plans → · Plans in Texas →

South Coast Assurance 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

South Coast Assurance 401(k) Profit Sharing Plan & TrustSouth Coast Assurance 401(k)…$117KTomis Holdings, Inc. 401(k) PlanTomis Holdings, Inc. 401(k) …$117KThe Bay State Yogurt Company 401(k) PlanThe Bay State Yogurt Company…$117KMid-Con Carriers Corporation 401(k) PlanMid-Con Carriers Corporation…$117KMushrooms and More, Inc. 401(k) Profit Sharing PlanMushrooms and More, Inc. 401…$117K
End-of-year total assets ($M) among South Coast Assurance 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Coast Assurance multi-year asset trail

Sponsor-wide plan assets over time

All South Coast Assurance plans reported in each filing year

Latest sponsor-wide plan assets
$46K 60.437157532778244% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.12M $0.05M ▼ -58.3%
Year Plans Participants Total Assets
2022 1 13 $117K
2023 1 12 $95K
2024 1 13 $46K

South Coast Assurance filing trail (2022)

Total Assets (Beginning of Year)$130K
Net Assets (End of Year)$117K
Net Income-$14K
Employer EIN270132234
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

South Coast Assurance 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants South Coast Assurance 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000116617 · Participants: 13South Coast Assurance 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
South Coast Assurance 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare South Coast Assurance 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

South Coast Assurance 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tomis Holdings, Inc. 401(k) Plan in CA ($117K); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did South Coast Assurance 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
South Coast Assurance 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.5% during 2022, from $130K to $117K. Reported net income was -$14K.
How have South Coast Assurance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Coast Assurance's sponsor-wide assets declined 60.4%, from $117K to $46K.
Where does South Coast Assurance 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
South Coast Assurance 401(k) Profit Sharing Plan & Trust ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to South Coast Assurance 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tomis Holdings, Inc. 401(k) Plan in CA ($117K, 2 participants).
Which 401(k) plans cover a similar participant headcount to South Coast Assurance 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270132234.

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.