ESOP · DOL Form 5500 · 2022

Coast Holdings Group Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
54
Participants Small participant base
53rd
Percentile by assets National rank
$106,403
Avg per participant Below avg balance/head
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Official DOL plan name: Coast Companies, Inc. Employee Stock Ownership Plan · Sponsored by Coast Holdings Group Inc. · California · Transportation & Warehousing

$6M in assets, 54 participants

Coast Holdings Group Inc.'s Coast Companies, Inc. Employee Stock Ownership Plan reported $6M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,173 in Transportation & Warehousing (3,876 peers)

Coast Holdings Group Inc. multi-year trail

Coast Holdings Group Inc.'s plans moved +25.5% in assets from 2022 to 2024; this filing shows Coast Companies, Inc. Employee Stock Ownership Plan at $6M / 54 participants.

#2,173
in Transportation & Warehousing (3,876 peers)
-9.6%
assets change YoY

The plan reported a net loss of $275K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coast Companies, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Coast Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,745,780 Top 47% higher than 53% 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

Coast Companies, Inc. Employee Stock Ownership 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. Coast Companies, Inc. Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 814666405 · Coast Holdings Group Inc. PY 2022 · ESOP

Coast Companies, Inc. Employee Stock Ownership Plan · $6M · 54 · 53rd

  • EBSA $6M
  • EBSA 54
  • EBSA 53rd
  • EBSA ESOP
  • EBSA near Mid-Atlantic Door Group, Inc Employee Stock Ownership Plan
  • EBSA ind #2173

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 What is an ESOP? → · Plans in California →

Coast Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Coast Companies, Inc. Employee Stock Ownership PlanCoast Companies, Inc. Employ…$6MMarshall Industries, Inc. Employee Stock Ownership PlanMarshall Industries, Inc. Em…$6MEmpire Valuation Consultants Employee Stock Ownership PlanEmpire Valuation Consultants…$6MMid-Atlantic Door Group, Inc Employee Stock Ownership PlanMid-Atlantic Door Group, Inc…$6MBogota Savings Bank Employee Stock Ownership PlanBogota Savings Bank Employee…$6M
End-of-year total assets ($M) among Coast Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Coast Holdings Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coast Holdings Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 25.539404571703056% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.75M $7.21M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 54 $6M
2023 1 50 $7M
2024 1 44 $7M

Coast Holdings Group Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$1M
Net Income-$275K
Employer EIN814666405
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Coast Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Coast Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00574578 · Participants: 54Coast Companies, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Coast Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Coast Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Coast Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Mid-Atlantic Door Group, Inc Employee Stock Ownership Plan in MD ($6M); by covered participants it is Bachman, Inc. ESOP in ND (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Coast Companies, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Coast Companies, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.6% during 2022, from $6M to $6M. Reported net income was -$275K.
How have Coast Holdings Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coast Holdings Group Inc.'s sponsor-wide assets grew 25.5%, from $6M to $7M.
Which ESOP plans are similar in size to Coast Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mid-Atlantic Door Group, Inc Employee Stock Ownership Plan in MD ($6M, 172 participants).
Which ESOP plans cover a similar participant headcount to Coast Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bachman, Inc. ESOP in ND (54 participants, $5M 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 814666405.

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.