401(k) · DOL Form 5500 · 2022

West Coast Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
41st
Percentile by assets National rank
$251,969
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: West Coast Financial Group, Inc. 401(k) Plan · Sponsored by West Coast Financial Group, Inc. · Florida · Agriculture, Forestry & Fishing

$3M in assets, 12 participants

West Coast Financial Group, Inc.'s West Coast Financial Group, Inc. 401(k) Plan reported $3M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #669 in Agriculture, Forestry & Fishing (1,523 peers)

West Coast Financial Group, Inc. multi-year trail

West Coast Financial Group, Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows West Coast Financial Group, Inc. 401(k) Plan at $3M / 12 participants.

#669
in Agriculture, Forestry & Fishing (1,523 peers)
-8.1%
assets change YoY

The plan reported a net loss of $267K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Coast Financial Group, Inc. 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

West Coast Financial Group, Inc. 401(k) Plan vs every filed plan by assets

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

$3,023,625 41st percentile higher than 41% 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

West Coast Financial Group, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Coast Financial Group, Inc. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 592608981 · West Coast Financial Group, Inc. PY 2022 · 401(k)

West Coast Financial Group, Inc. 401(k) Plan · $3M · 12 · 41st

  • PART $3M
  • TYPE 12
  • NET 41st
  • BOOK 401(k)
  • VS-ST near Whataburger of Mesquite, Inc. Profit Sharing Plan
  • BOY ind #669

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →

West Coast Financial Group, Inc. 401(k) Plan in the asset neighbourhood

West Coast Financial Group, Inc. 401(k) PlanWest Coast Financial Group, …$3MWhataburger of Mesquite, Inc. Profit Sharing PlanWhataburger of Mesquite, Inc…$3MCollege Internship Program, Inc. Profit Sharing PlanCollege Internship Program, …$3MThreat System Solutions Inc. Retirement PlanThreat System Solutions Inc.…$3MLand Clearing Specialists Inc 401(k) Profit Sharing Plan & TrustLand Clearing Specialists In…$3M
End-of-year total assets ($M) among West Coast Financial Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

West Coast Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All West Coast Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.44169663896813% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.02M $4.1M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 12 $4M
2024 1 13 $4M

West Coast Financial Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$267K
Employer EIN592608981
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

West Coast Financial Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants West Coast Financial Group, Inc. 401(k) Plan, Total assets ($B): 0.003023625 · Participants: 12West Coast Financial Group, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
West Coast Financial Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare West Coast Financial Group, Inc. 401(k) Plan side-by-side with 3 peers →

West Coast Financial Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Whataburger of Mesquite, Inc. Profit Sharing Plan in TX ($3M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 West Coast Financial Group, Inc. 401(k) Plan assets move in 2022? ▼
West Coast Financial Group, Inc. 401(k) Plan pulled back noticeably - down 8.1% during 2022, from $3M to $3M. Reported net income was -$267K.
How have West Coast Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Coast Financial Group, Inc.'s sponsor-wide assets grew 35.4%, from $3M to $4M.
Which 401(k) plans are similar in size to West Coast Financial Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Whataburger of Mesquite, Inc. Profit Sharing Plan in TX ($3M, 1,196 participants).
Which 401(k) plans cover a similar participant headcount to West Coast Financial Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 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 592608981.

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.