401(k) · DOL Form 5500 · 2022

Coulter Cadillac, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,811
Participants Near avg headcount
67th
Percentile by assets National rank
$6,067
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coulter Affiliates 401(k) Plan · Sponsored by Coulter Cadillac, Inc. · Arizona · Retail Trade

$11M in assets, 1,811 participants

Coulter Cadillac, Inc.'s Coulter Affiliates 401(k) Plan reported $11M in total assets and 1,811 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.

  • #7,366 in Retail Trade (9,519 peers)

Coverage in Arizona

Coulter Affiliates 401(k) Plan covers 1,811 participants in Arizona, 3.2x the typical Arizona plan (state average ~564 per filing). Assets: $11M.

#7,366
in Retail Trade (9,519 peers)
-13.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Coulter Affiliates 401(k) Plan vs every filed plan by assets

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

$10,986,586 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

Coulter Affiliates 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coulter Affiliates 401(k) Plan lands in the large band (1,811 participants).

Plan-year Form 5500 strip

Filing strip 860081209 · Coulter Cadillac, Inc. PY 2022 · 401(k)

Coulter Affiliates 401(k) Plan · $11M · 1,811 · 67th

  • EOY $11M
  • EOY 1,811
  • EOY 67th
  • EOY 401(k)
  • EOY near Unger 401(k) & Profit Sharing Plan
  • EOY ind #7366

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 Retail Trade retirement plans → · Plans in Arizona →

Coulter Affiliates 401(k) Plan in the asset neighbourhood

Coulter Affiliates 401(k) PlanCoulter Affiliates 401(k) Pl…$11MUnger 401(k) & Profit Sharing PlanUnger 401(k) & Profit Sharin…$11MCoast Counties Truck & Equipment Profit Sharing 401(k) PlanCoast Counties Truck & Equip…$11MBryan Construction, Inc. 401(k) Profit Sharing PlanBryan Construction, Inc. 401…$11MNew England Air Systems, LLC 401(k) Savings PlanNew England Air Systems, LLC…$11M
End-of-year total assets ($M) among Coulter Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN860081209
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coulter Cadillac, Inc.)

Sponsor-wide plan assets over time

All Coulter Cadillac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 26.788385400159797% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11M $13.9M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 1,811 $11M
2023 1 266 $12M
2024 1 276 $14M

Nearby 401(k) Plans in Arizona

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

Coulter Affiliates 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Coulter Affiliates 401(k) Plan, Total assets ($B): 0.010986586 · Participants: 1811Coulter Affiliates 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Coulter Affiliates 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Coulter Affiliates 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Unger 401(k) & Profit Sharing Plan in CT ($11M); by covered participants it is Oasis Systems, LLC 401(k) Plan in MA (1,811 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,811 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 Coulter Affiliates 401(k) Plan assets move in 2022? ▼
Coulter Affiliates 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Coulter Cadillac, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coulter Cadillac, Inc.'s sponsor-wide assets grew 26.8%, from $11M to $14M.
Which 401(k) plans are similar in size to Coulter Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unger 401(k) & Profit Sharing Plan in CT ($11M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Coulter Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oasis Systems, LLC 401(k) Plan in MA (1,811 participants, $296M 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 860081209.

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.