401(k) · DOL Form 5500 · 2023

West Coast Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
38th
Percentile by assets National rank
$299,217
Avg per participant High balance/head
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Official DOL plan name: West Coast Financial Group, Inc. 401(k) Plan · Sponsored by West Coast Financial Group, Inc. · Florida · Agriculture, Forestry & Fishing

$4M in assets, 12 participants

West Coast Financial Group, Inc.'s West Coast Financial Group, Inc. 401(k) Plan reported $4M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #504 in Agriculture, Forestry & Fishing (1,288 peers)

West Coast Financial Group, Inc. multi-year trail

West Coast Financial Group, Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows West Coast Financial Group, Inc. 401(k) Plan at $4M / 12 participants.

#504
in Agriculture, Forestry & Fishing (1,288 peers)
+18.8%
assets growth YoY

West Coast Financial Group, Inc. 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

West Coast Financial Group, Inc. 401(k) Plan vs every filed plan by assets

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

$3,590,609 38th percentile higher than 38% 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

West Coast Financial Group, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Coast Financial Group, Inc. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Coast Financial Group, Inc. 401(k) Plan reported net income rose from -$267K in the plan year 2022 filing to $567K in the plan year 2023 filing.
  • West Coast Financial Group, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592608981 · West Coast Financial Group, Inc. PY 2023 · 401(k)

West Coast Financial Group, Inc. 401(k) Plan · $4M · 12 · 38th

  • EIN $4M
  • EIN 12
  • EIN 38th
  • EIN 401(k)
  • EIN near Aoc, Inc. 401(k) Profit Sharing Plan
  • EIN ind #504

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →

West Coast Financial Group, Inc. 401(k) Plan in the asset neighbourhood

West Coast Financial Group, Inc. 401(k) PlanWest Coast Financial Group, …$4MAoc, Inc. 401(k) Profit Sharing PlanAoc, Inc. 401(k) Profit Shar…$4MWebster Machine Works, LLC 401(k) PlanWebster Machine Works, LLC 4…$4MKnoxville Zoological Gardens, Inc. 401(k) PlanKnoxville Zoological Gardens…$4MGeorgia Pain and Wellness Center 401(k) PlanGeorgia Pain and Wellness Ce…$4M
End-of-year total assets ($M) among West Coast Financial Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

West Coast Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All West Coast Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.44169663896813% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.02M $4.1M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 12 $4M
2024 1 13 $4M

West Coast Financial Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$567K
Employer EIN592608981
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

West Coast Financial Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants West Coast Financial Group, Inc. 401(k) Plan, Total assets ($B): 0.003590609 · Participants: 12West Coast Financial Group, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
West Coast Financial Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare West Coast Financial Group, Inc. 401(k) Plan side-by-side with 3 peers →

West Coast Financial Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Aoc, Inc. 401(k) Profit Sharing Plan in VA ($4M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 West Coast Financial Group, Inc. 401(k) Plan assets move in 2023? ▼
West Coast Financial Group, Inc. 401(k) Plan grew sharply - up 18.8% during 2023, from $3M to $4M. Reported net income was $567K.
How have West Coast Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Coast Financial Group, Inc.'s sponsor-wide assets grew 35.4%, from $3M to $4M.
Which 401(k) plans are similar in size to West Coast Financial Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aoc, Inc. 401(k) Profit Sharing Plan in VA ($4M, 17 participants).
Which 401(k) plans cover a similar participant headcount to West Coast Financial Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 592608981.

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.