Caring for the Coast LLC 401(k) Profit Sharing Plan & Trust
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Caring for the Coast LLC · Oregon · Other Services
What the 2023 filing shows
Caring for the Coast LLC 401(k) Profit Sharing Plan & Trust holds $233K for 145 participants — about $1,606 per participant, up 9.3% over the 2022 plan year.
- $233K
- total plan assets (2022 EOY)
- 145
- covered participants
- $1,606
- avg assets per participant
- +9.3%
- assets growth YoY
What the Filing Says About Caring for the Coast LLC 401(k) Profit Sharing Plan & Trust
Caring for the Coast LLC 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Caring for the Coast LLC, headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $233K in total end-of-year assets and covers 145 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 260409591, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $213K at the beginning of 2022 to $233K at year-end — a gain of 9.3%. Net assets (after liabilities) closed the year at $233K, with reported net income of $20K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $213K |
| Total Assets (End of Year) | $233K |
| Net Assets (End of Year) | $233K |
| Net Income | $20K |
| Plan Type | 401(k) |
| Employer EIN | 260409591 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Related Data
Guides
Frequently Asked Questions
How much money is in the Caring for the Coast LLC 401(k) Profit Sharing Plan & Trust? ▼
What type of plan is Caring for the Coast LLC 401(k) Profit Sharing Plan & Trust? ▼
Who sponsors the Caring for the Coast LLC 401(k) Profit Sharing Plan & Trust? ▼
How did Caring for the Coast LLC 401(k) Profit Sharing Plan & Trust perform in 2022? ▼
Where can I find official filings for Caring for the Coast LLC 401(k) Profit Sharing Plan & Trust? ▼
How does Caring for the Coast LLC 401(k) Profit Sharing Plan & Trust compare to other plans? ▼
Explore PlainRetire
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 260409591.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.