401(k) · DOL Form 5500 · 2023
Coughlin Porter Lundeen 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 104
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $376,861
- Avg per participant High balance/head
Official DOL plan name: Coughlin Porter Lundeen 401(k) Retirement Plan & Trust · Sponsored by Coughlin Porter Lundeen · Washington · Professional & Technical Services
$39M in assets, 104 participants
Coughlin Porter Lundeen's Coughlin Porter Lundeen 401(k) Retirement Plan & Trust reported $39M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,975 in Professional & Technical Services (20,321 peers)
Coverage in Washington
Coughlin Porter Lundeen 401(k) Retirement Plan & Trust covers 104 participants in Washington, about 7% of the average Washington filer (state average ~1,476 per filing). Assets: $39M.
- #16,975
- in Professional & Technical Services (20,321 peers)
- +23.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Coughlin Porter Lundeen 401(k) Retirement Plan & Trust's outsized position by total assets
Coughlin Porter Lundeen 401(k) Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,193,534 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Coughlin Porter Lundeen 401(k) Retirement Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coughlin Porter Lundeen 401(k) Retirement Plan & Trust sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Coughlin Porter Lundeen 401(k) Retirement Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Coughlin Porter Lundeen 401(k) Retirement Plan & Trust end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Coughlin Porter Lundeen 401(k) Retirement Plan & Trust reported participants fell from 106 in the plan year 2022 filing to 104 in the plan year 2023 filing.
DOL schedule card
Filing strip 911649906 · Coughlin Porter Lundeen PY 2023 · 401(k)
Coughlin Porter Lundeen 401(k) Retirement Plan & Trust · $39M · 104 · 83rd
- PART $39M
- PART 104
- PART 83rd
- PART 401(k)
- PART near Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust
- PART ind #16975
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 Professional & Technical Services retirement plans → · Plans in Washington →
Coughlin Porter Lundeen 401(k) Retirement Plan & Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $7M |
| Employer EIN | 911649906 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coughlin Porter Lundeen)
Sponsor-wide plan assets over time
All Coughlin Porter Lundeen plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 43.60660587576181% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $32M |
| 2023 | 1 | 104 | $39M |
| 2024 | 1 | 95 | $46M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Coughlin Porter Lundeen 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust in FL ($39M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- Penn Automotive, Inc. 401(k) Plan (MI) 104 · 0 off
- Kass Shuler, P. a. 401(k) Profit Sharing Plan (FL) 104 · 0 off
- Anord Mardix (USA) Inc. (VA) 104 · 0 off
- Cleveland Hardware and Forging Co. Profit Sharing (WI) 104 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.