401(k) · DOL Form 5500 · 2022

Coastal Beverage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
459
Participants Below avg headcount
76th
Percentile by assets National rank
$40,305
Avg per participant Low balance/head
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Official DOL plan name: Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan · Sponsored by Coastal Beverage Company, Inc. · North Carolina · Wholesale Trade

$19M in assets, 459 participants

Coastal Beverage Company, Inc.'s Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan reported $19M in total assets and 459 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,000 in Wholesale Trade (6,843 peers)

Where Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan sits by assets

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $19M for 459 participants (~$40,305/participant), down 19.5% in 2022.

#5,000
in Wholesale Trade (6,843 peers)
-19.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan's outsized position by total assets

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets

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

$18,500,036 Top 24% higher than 76% 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

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan sits mid-pack in the medium band (459 participants).

Plan-year Form 5500 strip

Filing strip 560694530 · Coastal Beverage Company, Inc. PY 2022 · 401(k)

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan · $19M · 459 · 76th

  • BOY $19M
  • SCH 459
  • EBSA 76th
  • PART 401(k)
  • TYPE near Uniland Group 401(k) Profit Sharing Plan
  • NET ind #5000

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 →

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan in the asset neighbourhood

Coastal Beverage Company, Inc. Profit Sharing/401(k) PlanCoastal Beverage Company, In…$19MUniland Group 401(k) Profit Sharing PlanUniland Group 401(k) Profit …$19MVision Care Associates 401(k) PlanVision Care Associates 401(k…$18MMoran & Company 401(k) Plan$18MBellavance Beverage Co., LLC Profit Sharing PlanBellavance Beverage Co., LLC…$18M
End-of-year total assets ($M) among Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN560694530
Plan Effective Date1972-09-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Beverage Company, Inc.)

Sponsor-wide plan assets over time

All Coastal Beverage Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 46.75536847603972% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.5M $27.2M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 459 $19M
2023 1 444 $23M
2024 1 475 $27M

Nearby 401(k) Plans in North Carolina

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

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan, Total assets ($B): 0.018500036 · Participants: 459Coastal Beverage Company, Inc. Profit Sharing/401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan side-by-side with 3 peers →

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Uniland Group 401(k) Profit Sharing Plan in NY ($19M); by covered participants it is Segrest Inc 401(k) Profit Sharing Plan & Trust in FL (459 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (459 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 Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan assets move in 2022? ▼
Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan declined sharply - down 19.5% during 2022, from $23M to $19M. Reported net income was -$4M.
How have Coastal Beverage Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Beverage Company, Inc.'s sponsor-wide assets grew 46.8%, from $19M to $27M.
Where does Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uniland Group 401(k) Profit Sharing Plan in NY ($19M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Segrest Inc 401(k) Profit Sharing Plan & Trust in FL (459 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 560694530.

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.