401(k) · DOL Form 5500 · 2022

Coalition, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
284
Participants Below avg headcount
67th
Percentile by assets National rank
$39,980
Avg per participant Low balance/head
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Official DOL plan name: Coalition 401(k) Plan · Sponsored by Coalition, Inc. · California · Finance & Insurance

$11M in assets, 284 participants

Coalition, Inc.'s Coalition 401(k) Plan reported $11M in total assets and 284 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.

  • #4,723 in Finance & Insurance (9,261 peers)

Coverage in California

Coalition 401(k) Plan covers 284 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $11M.

#4,723
in Finance & Insurance (9,261 peers)
+102.2%
assets growth YoY

Coalition 401(k) Plan's outsized position by total assets

Coalition 401(k) Plan vs every filed plan by assets

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

$11,354,428 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

Coalition 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. Coalition 401(k) Plan sits mid-pack in the medium band (284 participants).

DOL schedule card

Filing strip 820756527 · Coalition, Inc. PY 2022 · 401(k)

Coalition 401(k) Plan · $11M · 284 · 67th

  • EIN $11M
  • RANK 284
  • PHOTO 67th
  • IND 401(k)
  • EOY near Central Oregon Pediatric Associates 401(k) Profit Sharing Plan
  • 5500 ind #4723

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 California →

Coalition 401(k) Plan in the asset neighbourhood

Welker, Inc. 401(k) Profit Sharing Plan & TrustWelker, Inc. 401(k) Profit S…$11MCoalition 401(k) Plan$11MCentral Oregon Pediatric Associates 401(k) Profit Sharing PlanCentral Oregon Pediatric Ass…$11M403b Thrift Plan for Employees of Head Start of Greater Dallas, Tx403b Thrift Plan for Employe…$11MYes& Companies Employee Savings PlanYes& Companies Employee Savi…$11M
End-of-year total assets ($M) among Coalition 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$11M
Net Income$6M
Employer EIN820756527
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coalition, Inc.)

Sponsor-wide plan assets over time

All Coalition, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 241.09787829030225% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $11.4M $38.7M ▲ +241.2%
Year Plans Participants Total Assets
2022 1 284 $11M
2023 1 471 $25M
2024 1 545 $39M

Nearby 401(k) Plans in California

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

Coalition 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Coalition 401(k) Plan, Total assets ($B): 0.011354428 · Participants: 284Coalition 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Coalition 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Coalition 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Central Oregon Pediatric Associates 401(k) Profit Sharing Plan in OR ($11M); by covered participants it is Galesburg Hospital Corporation 401(k) Savings Plan in IL (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Coalition 401(k) Plan assets move in 2022? ▼
Coalition 401(k) Plan surged - up 102.2% during 2022, from $6M to $11M. Reported net income was $6M.
How have Coalition, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coalition, Inc.'s sponsor-wide assets grew 241.1%, from $11M to $39M.
Which 401(k) plans are similar in size to Coalition 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Oregon Pediatric Associates 401(k) Profit Sharing Plan in OR ($11M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Coalition 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galesburg Hospital Corporation 401(k) Savings Plan in IL (284 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 820756527.

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.