401(k)
2022 plan-year 401(k) DOL Form 5500

Coach USA, Inc. 401(k) and Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Coach USA, Inc. ยท New Jersey ยท Transportation & Warehousing

What the 2023 filing shows

Coach USA, Inc. 401(k) and Savings Plan holds $69M for 938 participants - about $73,519 per participant, down 19.5% over the 2022 plan year.

$69M
total plan assets (2022 EOY)
938
covered participants
$73,519
avg assets per participant
-19.5%
assets change YoY

The plan reported a net loss of $17M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$69M
Participants
938
State
Industry
Transportation & Warehousing

What the Filing Says About Coach USA, Inc. 401(k) and Savings Plan

Coach USA, Inc. 401(k) and Savings Plan is a 401(k) retirement plan sponsored by Coach USA, Inc., headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $69M in total end-of-year assets and covers 938 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 760608391, and the plan has been effective since 1997-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $86M at the beginning of 2022 to $69M at year-end โ€” a decline of 19.5%. Net assets (after liabilities) closed the year at $69M, with reported net income of $-16,719,841 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 and can be compared against 1 prior plan-year filing from the same sponsor shown below.

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 โ€” 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)$86M
Total Assets (End of Year)$69M
Net Assets (End of Year)$69M
Net Income$-16,719,841
Plan Type401(k)
Employer EIN760608391
Plan Effective Date1997-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Coach USA, Inc.)

Year Plans Participants Total Assets
2022 1 938 $69M
2023 1 2,340 $76M

Nearby 401(k) Plans in New Jersey

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Frequently Asked Questions

How much money is in the Coach USA, Inc. 401(k) and Savings Plan?
As of the 2022 Form 5500 filing, Coach USA, Inc. 401(k) and Savings Plan holds $69M in total assets with 938 participants. It is sponsored by Coach USA, Inc..
What type of plan is Coach USA, Inc. 401(k) and Savings Plan?
Coach USA, Inc. 401(k) and Savings Plan is a 401(k) plan. It has been effective since 1997-12-31. The plan is filed with the U.S. Department of Labor under EIN 760608391.
Who sponsors the Coach USA, Inc. 401(k) and Savings Plan?
Coach USA, Inc. 401(k) and Savings Plan is sponsored by Coach USA, Inc., located in New Jersey. The sponsor's EIN is 760608391 and the plan operates in the Transportation & Warehousing industry.
How did Coach USA, Inc. 401(k) and Savings Plan perform in 2022?
Coach USA, Inc. 401(k) and Savings Plan declined by 19.5% during 2022, moving from $86M to $69M in total assets. Net income was $-16,719,841.
Where can I find official filings for Coach USA, Inc. 401(k) and Savings Plan?
Official Form 5500 filings for Coach USA, Inc. 401(k) and Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 760608391 or plan name at efast.dol.gov.
How does Coach USA, Inc. 401(k) and Savings Plan compare to other plans?
You can compare Coach USA, Inc. 401(k) and Savings Plan against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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) โ€” original filing retrieval by EIN 760608391.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.