401(k) · DOL Form 5500 · 2022

Intercoastal Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
291
Participants Below avg headcount
66th
Percentile by assets National rank
$35,985
Avg per participant Low balance/head
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Official DOL plan name: Intercoastal Mortgage 401(k) Plan · Sponsored by Intercoastal Mortgage, LLC · Virginia · Finance & Insurance

$10M in assets, 291 participants

Intercoastal Mortgage, LLC's Intercoastal Mortgage 401(k) Plan reported $10M in total assets and 291 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,572 in Finance & Insurance (9,261 peers)

Coverage in Virginia

Intercoastal Mortgage 401(k) Plan covers 291 participants in Virginia, about 37% of the average Virginia filer (state average ~782 per filing). Assets: $10M.

#4,572
in Finance & Insurance (9,261 peers)
$2M
reported net income

Intercoastal Mortgage 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Intercoastal Mortgage 401(k) Plan vs every filed plan by assets

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

$10,471,493 Top 34% higher than 66% 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

Intercoastal Mortgage 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. Intercoastal Mortgage 401(k) Plan sits mid-pack in the medium band (291 participants).

Published 5500 schedule card

Filing strip 521597440 · Intercoastal Mortgage, LLC PY 2022 · 401(k)

Intercoastal Mortgage 401(k) Plan · $10M · 291 · 66th

  • PHOTO $10M
  • PHOTO 291
  • PHOTO 66th
  • PHOTO 401(k)
  • PHOTO near Igh Properties, Inc. 401(k) Plan
  • PHOTO ind #4572

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 Finance & Insurance retirement plans → · Plans in Virginia →

Intercoastal Mortgage 401(k) Plan in the asset neighbourhood

Intercoastal Mortgage 401(k) PlanIntercoastal Mortgage 401(k)…$10MIgh Properties, Inc. 401(k) PlanIgh Properties, Inc. 401(k) …$10MFirst Baird Bancshares, Inc. 401(k) Profit Sharing PlanFirst Baird Bancshares, Inc.…$10MAccountable Healthcare Staffing 401(k) Profit Sharing PlanAccountable Healthcare Staff…$10MBbs Architects, Landscape Architects and Engineers P.C. 401(k) Plan & TrustBbs Architects, Landscape Ar…$10M
End-of-year total assets ($M) among Intercoastal Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN521597440
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intercoastal Mortgage, LLC)

Sponsor-wide plan assets over time

All Intercoastal Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 42.34487861473048% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.5M $14.9M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 291 $10M
2023 1 222 $12M
2024 1 182 $15M

Nearby 401(k) Plans in Virginia

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

Intercoastal Mortgage 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Intercoastal Mortgage 401(k) Plan, Total assets ($B): 0.010471493 · Participants: 291Intercoastal Mortgage 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Intercoastal Mortgage 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Intercoastal Mortgage 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Igh Properties, Inc. 401(k) Plan in TX ($10M); by covered participants it is Briggs & Veselka Co. 401(k) Retirement Plan in TX (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 have Intercoastal Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intercoastal Mortgage, LLC's sponsor-wide assets grew 42.3%, from $10M to $15M.
Which 401(k) plans are similar in size to Intercoastal Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Igh Properties, Inc. 401(k) Plan in TX ($10M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Intercoastal Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Briggs & Veselka Co. 401(k) Retirement Plan in TX (291 participants, N/A 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 521597440.

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.