401(k) · DOL Form 5500 · 2022

Coasthills Credit Union 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
300
Participants Below avg headcount
77th
Percentile by assets National rank
$67,211
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coasthills Credit Union 401(k) and Profit Sharing Plan · Sponsored by Coasthills Credit Union · California · Finance & Insurance

$20M in assets, 300 participants

Coasthills Credit Union's Coasthills Credit Union 401(k) and Profit Sharing Plan reported $20M in total assets and 300 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,929 in Finance & Insurance (9,261 peers)

Coverage in California

Coasthills Credit Union 401(k) and Profit Sharing Plan covers 300 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $20M.

#5,929
in Finance & Insurance (9,261 peers)
-13.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coasthills Credit Union 401(k) and Profit Sharing Plan's outsized position by total assets

Coasthills Credit Union 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$20,163,181 Top 23% higher than 77% 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

Coasthills Credit Union 401(k) and Profit Sharing 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. Coasthills Credit Union 401(k) and Profit Sharing Plan sits mid-pack in the medium band (300 participants).

DOL schedule card

Filing strip 952015359 · Coasthills Credit Union PY 2022 · 401(k)

Coasthills Credit Union 401(k) and Profit Sharing Plan · $20M · 300 · 77th

  • BOY $20M
  • SCH 300
  • EBSA 77th
  • PART 401(k)
  • TYPE near Jordache Enterprises Inc. 401(k) Plan
  • NET ind #5929

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 →

Coasthills Credit Union 401(k) and Profit Sharing Plan in the asset neighbourhood

Coasthills Credit Union 401(k) and Profit Sharing PlanCoasthills Credit Union 401(…$20MJordache Enterprises Inc. 401(k) PlanJordache Enterprises Inc. 40…$20MSouth University Retirement PlanSouth University Retirement …$20MSidney Federal Credit Union 401(k) PlanSidney Federal Credit Union …$20ME.I. Microcircuits 401(k) Profit Sharing PlanE.I. Microcircuits 401(k) Pr…$20M
End-of-year total assets ($M) among Coasthills Credit Union 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN952015359
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coasthills Credit Union)

Sponsor-wide plan assets over time

All Coasthills Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$26M 30.018209924317002% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.2M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 300 $20M
2023 1 324 $23M
2024 1 277 $26M

Nearby 401(k) Plans in California

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

Coasthills Credit Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Coasthills Credit Union 401(k) and Profit Sharing Plan, Total assets ($B): 0.020163181 · Participants: 300Coasthills Credit Union 401(k) and 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
Coasthills Credit Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Coasthills Credit Union 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Coasthills Credit Union 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jordache Enterprises Inc. 401(k) Plan in NY ($20M); by covered participants it is Parry's Pizza 401(k) Plan in CO (300 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Coasthills Credit Union 401(k) and Profit Sharing Plan assets move in 2022? ▼
Coasthills Credit Union 401(k) and Profit Sharing Plan pulled back noticeably - down 13.1% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Coasthills Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coasthills Credit Union's sponsor-wide assets grew 30.0%, from $20M to $26M.
Where does Coasthills Credit Union 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Coasthills Credit Union 401(k) and Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Coasthills Credit Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jordache Enterprises Inc. 401(k) Plan in NY ($20M, 838 participants).
Which 401(k) plans cover a similar participant headcount to Coasthills Credit Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parry's Pizza 401(k) Plan in CO (300 participants, $606K 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 952015359.

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.