401(k) · DOL Form 5500 · 2022
Coastal Ridge Management LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 444
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $17,399
- Avg per participant Low balance/head
Official DOL plan name: Coastal Ridge Real Estate Partners, LLC 401(k)Plan · Sponsored by Coastal Ridge Management LLC · Ohio · Real Estate
$8M in assets, 444 participants
Coastal Ridge Management LLC's Coastal Ridge Real Estate Partners, LLC 401(k)Plan reported $8M in total assets and 444 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #3,834 in Real Estate (5,057 peers)
Coastal Ridge Management LLC multi-year trail
Coastal Ridge Management LLC's plans moved +88.2% in assets from 2022 to 2024; this filing shows Coastal Ridge Real Estate Partners, LLC 401(k)Plan at $8M / 444 participants.
- #3,834
- in Real Estate (5,057 peers)
- +13.8%
- assets growth YoY
Coastal Ridge Real Estate Partners, LLC 401(k)Plan's mid-pack asset rank among Real Estate and all filers
Coastal Ridge Real Estate Partners, LLC 401(k)Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,725,012 Top 40% higher than 60% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Coastal Ridge Real Estate Partners, LLC 401(k)Plan 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 Ridge Real Estate Partners, LLC 401(k)Plan sits mid-pack in the medium band (444 participants).
Form 5500 schedule snapshot
Filing strip 475152254 · Coastal Ridge Management LLC PY 2022 · 401(k)
Coastal Ridge Real Estate Partners, LLC 401(k)Plan · $8M · 444 · 60th
- SCH $8M
- SCH 444
- SCH 60th
- SCH 401(k)
- SCH near Keystone Powdered Metal Company Retirement Plan
- SCH ind #3834
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 Real Estate retirement plans → · Plans in Ohio →
Coastal Ridge Real Estate Partners, LLC 401(k)Plan in the asset neighbourhood
Coastal Ridge Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Coastal Ridge Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 88.16897630709181% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 444 | $8M |
| 2023 | 1 | 496 | $12M |
| 2024 | 1 | 539 | $15M |
Coastal Ridge Management LLC filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $916K |
| Employer EIN | 475152254 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Coastal Ridge Real Estate Partners, LLC 401(k)Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Keystone Powdered Metal Company Retirement Plan in PA ($8M); by covered participants it is Drcc 401(k) Profit Sharing Plan in MN (444 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (444 participants); asset peers above are excluded.
- Drcc 401(k) Profit Sharing Plan (MN) 444 · 0 off
- Millerbernd Manufacturing Company Profit Sharing Plan (MN) 444 · 0 off
- Integrated Practice Solutions, Inc. 401(k) Plan (CA) 444 · 0 off
- Tlc, Inc. 401(k) Plan (MD) 444 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.