401(k) · DOL Form 5500 · 2022

Coastal States Bank 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
166
Participants Small participant base
67th
Percentile by assets National rank
$66,955
Avg per participant Below avg balance/head
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Official DOL plan name: Coastal States Bank 401(k) Plan · Sponsored by Coastal States Bank · South Carolina · Finance & Insurance

$11M in assets, 166 participants

Coastal States Bank's Coastal States Bank 401(k) Plan reported $11M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,681 in Finance & Insurance (9,261 peers)

Coverage in South Carolina

Coastal States Bank 401(k) Plan covers 166 participants in South Carolina, about 45% of the average South Carolina filer (state average ~369 per filing). Assets: $11M.

#4,681
in Finance & Insurance (9,261 peers)
-13.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coastal States Bank 401(k) Plan's outsized position by total assets

Coastal States Bank 401(k) Plan vs every filed plan by assets

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

$11,114,514 Top 33% higher than 67% 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 States Bank 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 States Bank 401(k) Plan sits mid-pack in the medium band (166 participants).

Plan-year Form 5500 strip

Filing strip 030546702 · Coastal States Bank PY 2022 · 401(k)

Coastal States Bank 401(k) Plan · $11M · 166 · 67th

  • BOY $11M
  • SCH 166
  • EBSA 67th
  • PART 401(k)
  • TYPE near 555 International, Inc. 401(k) Profit Sharing Plan
  • NET ind #4681

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 South Carolina →

Coastal States Bank 401(k) Plan in the asset neighbourhood

555 International, Inc. 401(k) Profit Sharing Plan555 International, Inc. 401(…$11MTti Inc. 401(k) Profit Sharing PlanTti Inc. 401(k) Profit Shari…$11MAhaus Tool & Engineering, Inc. 401(k) PlanAhaus Tool & Engineering, In…$11MCoastal States Bank 401(k) PlanCoastal States Bank 401(k) P…$11MHg Energy, LLC Retirement Savings PlanHg Energy, LLC Retirement Sa…$11M
End-of-year total assets ($M) among Coastal States Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN030546702
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal States Bank)

Sponsor-wide plan assets over time

All Coastal States Bank plans reported in each filing year

Latest sponsor-wide plan assets
$18M 62.7341060526803% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11.1M $18.1M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 166 $11M
2023 1 176 $15M
2024 1 176 $18M

Nearby 401(k) Plans in South Carolina

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

Coastal States Bank 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Coastal States Bank 401(k) Plan, Total assets ($B): 0.011114514 · Participants: 166Coastal States Bank 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Coastal States Bank 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Coastal States Bank 401(k) Plan side-by-side with 3 peers →

Coastal States Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is 555 International, Inc. 401(k) Profit Sharing Plan in IL ($11M); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 States Bank 401(k) Plan assets move in 2022? ▼
Coastal States Bank 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Coastal States Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal States Bank's sponsor-wide assets grew 62.7%, from $11M to $18M.
Which 401(k) plans are similar in size to Coastal States Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 555 International, Inc. 401(k) Profit Sharing Plan in IL ($11M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Coastal States Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Client Solution Architects, LLC 401(k) Plan in PA (166 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 030546702.

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.