401(k) · DOL Form 5500 · 2022
Coastal1 Credit Union 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 262
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $153,161
- Avg per participant Above avg balance/head
Official DOL plan name: Coastal1 Credit Union 401(k) Plan · Sponsored by Coastal1 Credit Union · Rhode Island · Finance & Insurance
$40M in assets, 262 participants
Coastal1 Credit Union's Coastal1 Credit Union 401(k) Plan reported $40M in total assets and 262 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #7,193 in Finance & Insurance (9,261 peers)
Coverage in Rhode Island
Coastal1 Credit Union 401(k) Plan covers 262 participants in Rhode Island, about 18% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $40M.
- #7,193
- in Finance & Insurance (9,261 peers)
- -17.8%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coastal1 Credit Union 401(k) Plan's outsized position by total assets
Coastal1 Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$40,128,211 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Coastal1 Credit Union 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. Coastal1 Credit Union 401(k) Plan sits mid-pack in the medium band (262 participants).
Form 5500 schedule snapshot
Filing strip 050197075 · Coastal1 Credit Union PY 2022 · 401(k)
Coastal1 Credit Union 401(k) Plan · $40M · 262 · 86th
- PART $40M
- PART 262
- PART 86th
- PART 401(k)
- PART near Meherrin Agricultural & Chemical Company Retirement Savings Plan
- PART ind #7193
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 Rhode Island →
Coastal1 Credit Union 401(k) Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$9M |
| Employer EIN | 050197075 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coastal1 Credit Union)
Sponsor-wide plan assets over time
All Coastal1 Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 17.954976861540125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 262 | $40M |
| 2023 | 1 | 287 | $44M |
| 2024 | 1 | 286 | $47M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $24.2B · 273,274
- Textron Savings Plan $5.0B · 25,353
- Cfg Retirement Savings Plan $2.5B · 17,454
- Unfi 401(k) Plan $2.5B · 24,670
- Fm Global 401(k) Savings Plan $1.4B · 3,865
Coastal1 Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Meherrin Agricultural & Chemical Company Retirement Savings Plan in NC ($40M); by covered participants it is Cumberland Truck Equipment Co. Salary Deferral Plan in PA (262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (262 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.