401(k) · DOL Form 5500 · 2022
Coakley Brothers Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $61,868
- Avg per participant Low balance/head
Official DOL plan name: Coakley Brothers, Inc. Profit Sharing & 401(k) Plan · Sponsored by Coakley Brothers Company, Inc. · Wisconsin · Transportation & Warehousing
$6M in assets, 89 participants
Coakley Brothers Company, Inc.'s Coakley Brothers, Inc. Profit Sharing & 401(k) Plan reported $6M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #2,140 in Transportation & Warehousing (3,876 peers)
2022 asset change
Coakley Brothers, Inc. Profit Sharing & 401(k) Plan pulled back noticeably 14.5% in 2022 ($6M → $6M) for 89 participants.
- #2,140
- in Transportation & Warehousing (3,876 peers)
- -14.5%
- assets change YoY
The plan reported a net loss of $932K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coakley Brothers, Inc. Profit Sharing & 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Coakley Brothers, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,506,288 Top 48% higher than 52% 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
Coakley Brothers, Inc. Profit Sharing & 401(k) 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. Coakley Brothers, Inc. Profit Sharing & 401(k) Plan is a small filing (89 participants) on this national headcount ladder.
DOL schedule card
Filing strip 390215980 · Coakley Brothers Company, Inc. PY 2022 · 401(k)
Coakley Brothers, Inc. Profit Sharing & 401(k) Plan · $6M · 89 · 52nd
- BOY $6M
- BOY 89
- BOY 52nd
- BOY 401(k)
- BOY near Renovation Systems, Inc. 401(k) Plan
- BOY ind #2140
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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →
Coakley Brothers, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$932K |
| Employer EIN | 390215980 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Coakley Brothers, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Renovation Systems, Inc. 401(k) Plan in MN ($6M); by covered participants it is Timberline Hospitalities, LLC Pension Plan in WY (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Renovation Systems, Inc. 401(k) Plan (MN) $6M · 136
- Fairmont Designs Retirement Plan (CA) $6M · 192
- Viti 401(k) Plan (RI) $6M · 111
- Undc 401(k) Profit Sharing Plan (CA) $6M · 222
Similar participant headcount
Nearest other-state filings by covered participants (89 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.