401(k) · DOL Form 5500 · 2022

Coal Exclusive Company, LLC Dba Coal Exclusive Benefits 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
23
Participants Small participant base
47th
Percentile by assets National rank
$181,137
Avg per participant Above avg balance/head
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Official DOL plan name: Coal Exclusive Benefits 401(k) Retirement · Sponsored by Coal Exclusive Company, LLC Dba Coal Exclusive Benefits · Kentucky · Mining & Oil Extraction

$4M in assets, 23 participants

Coal Exclusive Company, LLC Dba Coal Exclusive Benefits's Coal Exclusive Benefits 401(k) Retirement reported $4M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #249 in Mining & Oil Extraction (892 peers)

Coal Exclusive Company, LLC Dba Coal Exclusive Benefits multi-year trail

Coal Exclusive Company, LLC Dba Coal Exclusive Benefits's plans moved -99.7% in assets from 2022 to 2024; this filing shows Coal Exclusive Benefits 401(k) Retirement at $4M / 23 participants.

#249
in Mining & Oil Extraction (892 peers)
-23.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coal Exclusive Benefits 401(k) Retirement's mid-pack asset rank among Mining & Oil Extraction and all filers

Coal Exclusive Benefits 401(k) Retirement vs every filed plan by assets

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

$4,166,149 47th percentile higher than 47% 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

Coal Exclusive Benefits 401(k) Retirement among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coal Exclusive Benefits 401(k) Retirement is a small filing (23 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 611171915 · Coal Exclusive Company, LLC Dba Coal Exclusive Benefits PY 2022 · 401(k)

Coal Exclusive Benefits 401(k) Retirement · $4M · 23 · 47th

  • 5500 $4M
  • 5500 23
  • 5500 47th
  • 5500 401(k)
  • 5500 near Fenton Communications, Inc. 401(k) Plan
  • 5500 ind #249

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 Mining & Oil Extraction retirement plans → · Plans in Kentucky →

Coal Exclusive Benefits 401(k) Retirement in the asset neighbourhood

Coal Exclusive Benefits 401(k) RetirementCoal Exclusive Benefits 401(…$4MFenton Communications, Inc. 401(k) PlanFenton Communications, Inc. …$4MLightology LLC 401(k) Plan$4MP.a.T.H.S. 401(k) Plan$4MSuburban Tool & Die Co., Inc. and Suburban Molding, Inc., Retirement PlanSuburban Tool & Die Co., Inc…$4M
End-of-year total assets ($M) among Coal Exclusive Benefits 401(k) Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Coal Exclusive Company, LLC Dba Coal Exclusive Benefits multi-year asset trail

Sponsor-wide plan assets over time

All Coal Exclusive Company, LLC Dba Coal Exclusive Benefits plans reported in each filing year

Latest sponsor-wide plan assets
$12K 99.70987595498865% vs 2022
2024 filing year
$0M$2M$4M$6M 20222024 $4.17M $0.01M ▼ -99.8%
Year Plans Participants Total Assets
2022 1 23 $4M
2024 1 23 $12K

Coal Exclusive Company, LLC Dba Coal Exclusive Benefits filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN611171915
Plan Effective Date1991-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Coal Exclusive Benefits 401(k) Retirement vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Coal Exclusive Benefits 401(k) Retirement, Total assets ($B): 0.004166149 · Participants: 23Coal Exclusive Benefits 401(k) RetirementHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Coal Exclusive Benefits 401(k) Retirement vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Coal Exclusive Benefits 401(k) Retirement side-by-side with 3 peers →

Coal Exclusive Benefits 401(k) Retirement's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Fenton Communications, Inc. 401(k) Plan in NY ($4M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Coal Exclusive Benefits 401(k) Retirement assets move in 2022? ▼
Coal Exclusive Benefits 401(k) Retirement declined sharply - down 23.1% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Coal Exclusive Company, LLC Dba Coal Exclusive Benefits plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Coal Exclusive Company, LLC Dba Coal Exclusive Benefits's sponsor-wide assets declined 99.7%, from $4M to $12K.
Which 401(k) plans are similar in size to Coal Exclusive Benefits 401(k) Retirement? ▼
Among 401(k) plans in other states, the closest by assets is Fenton Communications, Inc. 401(k) Plan in NY ($4M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Coal Exclusive Benefits 401(k) Retirement? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 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 611171915.

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.