ESOP · DOL Form 5500 · 2022
California Coast University ESOP
Data updated 2026-08-11
- $38M
- Total assets
- 27
- Participants
- 85th
- Percentile by assets
- $1.4M
- Avg per participant
Official DOL plan name: California Coast University Employee Stock Ownership Plan · Sponsored by California Coast University · California · Educational Services
$38M in assets, 27 participants
California Coast University's California Coast University Employee Stock Ownership Plan reported $38M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #2,937 in Educational Services (4,024 peers)
Where California Coast University Employee Stock Ownership Plan sits by assets
California Coast University Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $38M for 27 participants (~$1.4M/participant), up 32.9% in 2022.
- $38M
- total plan assets (2022 EOY)
- 27
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $1.4M
- avg assets per participant
California Coast University Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, California Coast University Employee Stock Ownership Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $10M |
| Employer EIN | 952836948 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Coast University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $38M |
| 2023 | 1 | 26 | $49M |
| 2024 | 1 | 27 | $61M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
California Coast University Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to California Coast University Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did California Coast University Employee Stock Ownership Plan assets move in 2022? ▼
How have California Coast University plan assets changed over time? ▼
Where does California Coast University Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to California Coast University Employee Stock Ownership Plan? ▼
Next read for California Coast University Employee Sto…
Scale reading
Ways to act on California Coast University Employee Stock Ownership Plan's numbers.
- By total assets, California Coast University Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- California Coast University's sponsor-wide assets have grown 62.8% since 2022 across 3 plan years on file. More Educational Services plans