401(k) · DOL Form 5500 · 2022

West Coast Financial, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
27
Participants Small participant base
58th
Percentile by assets National rank
$269,113
Avg per participant High balance/head
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Official DOL plan name: West Coast Financial 401(k) Profit Sharing Plan · Sponsored by West Coast Financial, LLC · California · Finance & Insurance

$7M in assets, 27 participants

West Coast Financial, LLC's West Coast Financial 401(k) Profit Sharing Plan reported $7M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,868 in Finance & Insurance (9,261 peers)

West Coast Financial, LLC multi-year trail

West Coast Financial, LLC's plans moved +43.6% in assets from 2022 to 2024; this filing shows West Coast Financial 401(k) Profit Sharing Plan at $7M / 27 participants.

#3,868
in Finance & Insurance (9,261 peers)
-8.3%
assets change YoY

The plan reported a net loss of $658K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Coast Financial 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

West Coast Financial 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,266,060 Top 42% higher than 58% 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 401(k) 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. West Coast Financial 401(k) Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 261516464 · West Coast Financial, LLC PY 2022 · 401(k)

West Coast Financial 401(k) Profit Sharing Plan · $7M · 27 · 58th

  • PCT $7M
  • EIN 27
  • RANK 58th
  • PHOTO 401(k)
  • IND near Toy Investments, Inc. Retirement Savings Plan
  • EOY ind #3868

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 →

West Coast Financial 401(k) Profit Sharing Plan in the asset neighbourhood

West Coast Financial 401(k) Profit Sharing PlanWest Coast Financial 401(k) …$7MToy Investments, Inc. Retirement Savings PlanToy Investments, Inc. Retire…$7MRxadvance Corporation 401(k) PlanRxadvance Corporation 401(k)…$7MLen the Plumber, LLC Retirement PlanLen the Plumber, LLC Retirem…$7MHartman Newspapers, L.P. 401(k) Profit Sharing PlanHartman Newspapers, L.P. 401…$7M
End-of-year total assets ($M) among West Coast Financial 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

West Coast Financial, LLC multi-year asset trail

Sponsor-wide plan assets over time

All West Coast Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.58766649325769% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.27M $10.4M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 27 $7M
2023 1 32 $9M
2024 1 35 $10M

West Coast Financial, LLC filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$658K
Employer EIN261516464
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

West Coast Financial 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants West Coast Financial 401(k) Profit Sharing Plan, Total assets ($B): 0.00726606 · Participants: 27West Coast Financial 401(k) Profit Sharing 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
West Coast Financial 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare West Coast Financial 401(k) Profit Sharing Plan side-by-side with 3 peers →

West Coast Financial 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Toy Investments, Inc. Retirement Savings Plan in WA ($7M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 401(k) Profit Sharing Plan assets move in 2022? ▼
West Coast Financial 401(k) Profit Sharing Plan pulled back noticeably - down 8.3% during 2022, from $8M to $7M. Reported net income was -$658K.
How have West Coast Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Coast Financial, LLC's sponsor-wide assets grew 43.6%, from $7M to $10M.
Which 401(k) plans are similar in size to West Coast Financial 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Toy Investments, Inc. Retirement Savings Plan in WA ($7M, 89 participants).
Which 401(k) plans cover a similar participant headcount to West Coast Financial 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M 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 261516464.

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.