Defined Benefit (Pension) · DOL Form 5500 · 2022

Coastal Federal Credit Union Pension Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
509
Participants Below avg headcount
88th
Percentile by assets National rank
$104,227
Avg per participant Below avg balance/head
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Official DOL plan name: Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust · Sponsored by Coastal Federal Credit Union · North Carolina · Finance & Insurance

$53M in assets, 509 participants

Coastal Federal Credit Union's Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust reported $53M in total assets and 509 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,549 in Finance & Insurance (9,261 peers)

Where Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust sits by assets

Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust sits in the top quartile of all filed plans by assets, $53M for 509 participants (~$104,227/participant), down 14.1% in 2022.

#7,549
in Finance & Insurance (9,261 peers)
-14.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust's outsized position by total assets

Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust vs every filed plan by assets

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

$53,051,302 Top 12% higher than 88% 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

Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust 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. Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust sits mid-pack in the medium band (509 participants).

DOL schedule card

Filing strip 560904243 · Coastal Federal Credit Union PY 2022 · Defined Benefit (Pension)

Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust · $53M · 509 · 88th

  • EOY $53M
  • EOY 509
  • EOY 88th
  • EOY Defined Benefit (Pension)
  • EOY near Alixpartners, LLP Cash Balance Plan
  • EOY ind #7549

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 North Carolina →

Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust in the asset neighbourhood

The Defined Benefit Pension Plan of the Children's Institute of PittsburghThe Defined Benefit Pension …$53MAlixpartners, LLP Cash Balance PlanAlixpartners, LLP Cash Balan…$53MCoastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and TrustCoastal Federal Credit Union…$53MColony Brands, Inc. Pension PlanColony Brands, Inc. Pension …$53MTuscaloosa Plumbers & Steamfitters Local 372 Pension PlanTuscaloosa Plumbers & Steamf…$53M
End-of-year total assets ($M) among Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$53M
Net Income-$9M
Employer EIN560904243
Plan Effective Date1974-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Federal Credit Union)

Sponsor-wide plan assets over time

All Coastal Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$149M 20.359002297147626% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $124M $149M ▲ +20.4%
Year Plans Participants Total Assets
2022 2 1,107 $124M
2023 2 1,158 $144M
2024 2 1,199 $149M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust, Total assets ($B): 0.053051302 · Participants: 509Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and TrustHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust side-by-side with 3 peers →

Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Alixpartners, LLP Cash Balance Plan in MI ($53M); by covered participants it is Plumbers Local No. 8 Pension Plan in MO (509 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (509 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 Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust assets move in 2022? ▼
Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust pulled back noticeably - down 14.1% during 2022, from $62M to $53M. Reported net income was -$9M.
How have Coastal Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Federal Credit Union's sponsor-wide assets grew 20.4%, from $124M to $149M.
Where does Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alixpartners, LLP Cash Balance Plan in MI ($53M, 180 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers Local No. 8 Pension Plan in MO (509 participants, $97M 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 560904243.

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.