401(k) · DOL Form 5500 · 2023

Coast Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
45th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coast Mortgage Corporation 401(k) Plan and Trust · Sponsored by Coast Mortgage Corporation · Alaska · Finance & Insurance

$5M in assets, 4 participants

Coast Mortgage Corporation's Coast Mortgage Corporation 401(k) Plan and Trust reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,842 in Finance & Insurance (8,869 peers)

Coast Mortgage Corporation multi-year trail

Coast Mortgage Corporation's plans moved +27.4% in assets from 2022 to 2024; this filing shows Coast Mortgage Corporation 401(k) Plan and Trust at $5M / 4 participants.

#2,842
in Finance & Insurance (8,869 peers)
+12.7%
assets growth YoY

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

Coast Mortgage Corporation 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,204,214 45th percentile higher than 45% of 127,068 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 2023

Coast Mortgage Corporation 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coast Mortgage Corporation 401(k) Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coast Mortgage Corporation 401(k) Plan and Trust reported net income rose from $429K in the plan year 2022 filing to $585K in the plan year 2023 filing.
  • Coast Mortgage Corporation 401(k) Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454508928 · Coast Mortgage Corporation PY 2023 · 401(k)

Coast Mortgage Corporation 401(k) Plan and Trust · $5M · 4 · 45th

  • EOY $5M
  • EOY 4
  • EOY 45th
  • EOY 401(k)
  • EOY near Foster Thomas Retirement Plan
  • EOY ind #2842

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 Alaska →

Coast Mortgage Corporation 401(k) Plan and Trust in the asset neighbourhood

Coast Mortgage Corporation 401(k) Plan and TrustCoast Mortgage Corporation 4…$5MFoster Thomas Retirement Plan$5MArnold Electric Company, Inc. Dba Arnold & Blevins Electric Company, Inc. Employee Savings TrustArnold Electric Company, Inc…$5MMusicnotes Profit Sharing and Employee Savings PlanMusicnotes Profit Sharing an…$5MThe Country Club at DC Ranch Employees Savings TrustThe Country Club at DC Ranch…$5M
End-of-year total assets ($M) among Coast Mortgage Corporation 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Coast Mortgage Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Coast Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 27.38089155315994% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.62M $5.88M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 4 $5M
2023 1 4 $5M
2024 1 4 $6M

Coast Mortgage Corporation filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$585K
Employer EIN454508928
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alaska

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

Coast Mortgage Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Coast Mortgage Corporation 401(k) Plan and Trust, Total assets ($B): 0.005204214 · Participants: 4Coast Mortgage Corporation 401(k) Plan and TrustArctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan, Total assets ($B): 1.297507306 · Participants: 14281Arctic Slope Regional Corporation and Subsidiaries Employees Retirement PlanGainwell Technologies 401(k) Plan, Total assets ($B): 0.559415606 · Participants: 10596Gainwell Technologies 401(k) PlanCook Inlet Region 401(k) Retirement Plan, Total assets ($B): 0.498406925 · Participants: 5039Cook Inlet Region 401(k) Retirement PlanBristol Bay Native Corporation 401(k) Savings Plan, Total assets ($B): 0.414835549 · Participants: 4851Bristol Bay Native Corporation 401(k) Savings PlanGci 401(k) Plan, Total assets ($B): 0.401720597 · Participants: 1826Gci 401(k) Plan
Coast Mortgage Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Alaska, assets vs. participants
Compare Coast Mortgage Corporation 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Alaska, the nearest 401(k) by assets is Foster Thomas Retirement Plan in MD ($5M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Coast Mortgage Corporation 401(k) Plan and Trust assets move in 2023? ▼
Coast Mortgage Corporation 401(k) Plan and Trust grew at a solid clip - up 12.7% during 2023, from $5M to $5M. Reported net income was $585K.
How have Coast Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coast Mortgage Corporation's sponsor-wide assets grew 27.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Coast Mortgage Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Foster Thomas Retirement Plan in MD ($5M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Coast Mortgage Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454508928.

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.