401(k) · DOL Form 5500 · 2022

Coastal Mechanical Services, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
266
Participants Below avg headcount
62nd
Percentile by assets National rank
$32,094
Avg per participant Low balance/head
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Official DOL plan name: Coastal Mechanical Services, LLC 401(k) Plan · Sponsored by Coastal Mechanical Services, LLC · Florida · Construction

$9M in assets, 266 participants

Coastal Mechanical Services, LLC's Coastal Mechanical Services, LLC 401(k) Plan reported $9M in total assets and 266 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,092 in Construction (9,927 peers)

Coverage in Florida

Coastal Mechanical Services, LLC 401(k) Plan covers 266 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#6,092
in Construction (9,927 peers)
-21.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coastal Mechanical Services, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Coastal Mechanical Services, LLC 401(k) Plan vs every filed plan by assets

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

$8,536,996 Top 38% higher than 62% 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

Coastal Mechanical Services, 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 Mechanical Services, LLC 401(k) Plan sits mid-pack in the medium band (266 participants).

Plan-year Form 5500 strip

Filing strip 593572681 · Coastal Mechanical Services, LLC PY 2022 · 401(k)

Coastal Mechanical Services, LLC 401(k) Plan · $9M · 266 · 62nd

  • PCT $9M
  • EIN 266
  • RANK 62nd
  • PHOTO 401(k)
  • IND near Wilmington Country Club 401(k) Retirement Plan
  • EOY ind #6092

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 Construction retirement plans → · Plans in Florida →

Coastal Mechanical Services, LLC 401(k) Plan in the asset neighbourhood

Coastal Mechanical Services, LLC 401(k) PlanCoastal Mechanical Services,…$9MWilmington Country Club 401(k) Retirement PlanWilmington Country Club 401(…$9MJ.B. Sullivan, Inc. Retirement PlanJ.B. Sullivan, Inc. Retireme…$9MExeltis USA 401(k) Plan$9MUsherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing PlanUsherwood Business Equipment…$9M
End-of-year total assets ($M) among Coastal Mechanical Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN593572681
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Mechanical Services, LLC)

Sponsor-wide plan assets over time

All Coastal Mechanical Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M 20222023 $8.54M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 266 $9M
2023 1 315 N/A

Nearby 401(k) Plans in Florida

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

Coastal Mechanical Services, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Coastal Mechanical Services, LLC 401(k) Plan, Total assets ($B): 0.008536996 · Participants: 266Coastal Mechanical Services, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Coastal Mechanical Services, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Coastal Mechanical Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Wilmington Country Club 401(k) Retirement Plan in DE ($9M); by covered participants it is Pioneer Circuits, Inc. Profit Sharing and 401(k) Plan in CA (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Coastal Mechanical Services, LLC 401(k) Plan assets move in 2022?
Coastal Mechanical Services, LLC 401(k) Plan declined sharply - down 21.6% during 2022, from $11M to $9M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Coastal Mechanical Services, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Wilmington Country Club 401(k) Retirement Plan in DE ($9M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Mechanical Services, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Pioneer Circuits, Inc. Profit Sharing and 401(k) Plan in CA (266 participants, $3M in assets).