401(k) · DOL Form 5500 · 2022

Coan, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
32nd
Percentile by assets National rank
$89,858
Avg per participant Below avg balance/head
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Official DOL plan name: Coan Oil, Inc. 401(k) and Profit Sharing Plan · Sponsored by Coan, Inc. · Massachusetts · Retail Trade

$2M in assets, 20 participants

Coan, Inc.'s Coan Oil, Inc. 401(k) and Profit Sharing Plan reported $2M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,983 in Retail Trade (9,519 peers)

Coan, Inc. multi-year trail

Coan, Inc.'s plans moved +29.0% in assets from 2022 to 2024; this filing shows Coan Oil, Inc. 401(k) and Profit Sharing Plan at $2M / 20 participants.

#3,983
in Retail Trade (9,519 peers)
-10.5%
assets change YoY

The plan reported a net loss of $210K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coan Oil, Inc. 401(k) and Profit Sharing Plan among the smaller filed plans by assets

Coan Oil, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$1,797,151 32nd percentile higher than 32% 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

Coan Oil, Inc. 401(k) and Profit Sharing 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. Coan Oil, Inc. 401(k) and Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 042202828 · Coan, Inc. PY 2022 · 401(k)

Coan Oil, Inc. 401(k) and Profit Sharing Plan · $2M · 20 · 32nd

  • TYPE $2M
  • NET 20
  • BOOK 32nd
  • VS-ST 401(k)
  • BOY near Merrill & Associates Real Estate 401(k) Profit Sharing Plan
  • SCH ind #3983

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 Retail Trade retirement plans → · Plans in Massachusetts →

Coan Oil, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Coan Oil, Inc. 401(k) and Profit Sharing PlanCoan Oil, Inc. 401(k) and Pr…$2MMerrill & Associates Real Estate 401(k) Profit Sharing PlanMerrill & Associates Real Es…$2MRadiant Plumbing Service, Inc. 401(k) PlanRadiant Plumbing Service, In…$2MSpecialty Cheese Company, Inc. 401(k) Savings PlanSpecialty Cheese Company, In…$2MDarkstar Intelligence 401(k) PlanDarkstar Intelligence 401(k)…$2M
End-of-year total assets ($M) among Coan Oil, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Coan, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.952825889421646% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.8M $2.32M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 17 $2M
2024 1 16 $2M

Coan, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$210K
Employer EIN042202828
Plan Effective Date1964-07-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Coan Oil, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Coan Oil, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.001797151 · Participants: 20Coan Oil, Inc. 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Coan Oil, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Coan Oil, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Coan Oil, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Merrill & Associates Real Estate 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Coan Oil, Inc. 401(k) and Profit Sharing Plan assets move in 2022? ▼
Coan Oil, Inc. 401(k) and Profit Sharing Plan pulled back noticeably - down 10.5% during 2022, from $2M to $2M. Reported net income was -$210K.
How have Coan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coan, Inc.'s sponsor-wide assets grew 29.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Coan Oil, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merrill & Associates Real Estate 401(k) Profit Sharing Plan in CA ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Coan Oil, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M 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 042202828.

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.