ESOP · DOL Form 5500 · 2023

California Coast University ESOP

Data updated 2026-08-25

$49M
Total assets Below avg plan size
26
Participants Small participant base
85th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: California Coast University Employee Stock Ownership Plan · Sponsored by California Coast University · California · Educational Services

$49M in assets, 26 participants

California Coast University's California Coast University Employee Stock Ownership Plan reported $49M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,757 in Educational Services (3,735 peers)

Where California Coast University Employee Stock Ownership Plan sits by assets

California Coast University Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $49M for 26 participants (~$1.9M/participant), up 31.4% in 2023.

#2,757
in Educational Services (3,735 peers)
+31.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

California Coast University Employee Stock Ownership Plan's outsized position by total assets

California Coast University Employee Stock Ownership Plan vs every filed plan by assets

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

$49,400,046 Top 15% higher than 85% 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

California Coast University Employee Stock Ownership 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. California Coast University Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Coast University Employee Stock Ownership Plan end-of-year assets rose from $38M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • California Coast University Employee Stock Ownership Plan reported net income rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • California Coast University Employee Stock Ownership Plan reported participants fell from 27 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952836948 · California Coast University PY 2023 · ESOP

California Coast University Employee Stock Ownership Plan · $49M · 26 · 85th

  • RANK $49M
  • RANK 26
  • RANK 85th
  • RANK ESOP
  • RANK near Integra Technologies Employee Stock Ownership Plan
  • RANK ind #2757

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 What is an ESOP? → · Plans in California →

California Coast University Employee Stock Ownership Plan in the asset neighbourhood

Independence Holdings, Inc. Ihi Employee Stock Ownership PlanIndependence Holdings, Inc. …$50MSc&h Group, Inc. Employee Stock Ownership PlanSc&h Group, Inc. Employee St…$50MBayer Construction Company, Inc. Employee Stock Ownership TrustBayer Construction Company, …$49MIntegra Technologies Employee Stock Ownership PlanIntegra Technologies Employe…$49MCalifornia Coast University Employee Stock Ownership PlanCalifornia Coast University …$49M
End-of-year total assets ($M) among California Coast University Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$33M
Net Income$13M
Employer EIN952836948
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Coast University)

Sponsor-wide plan assets over time

All California Coast University plans reported in each filing year

Latest sponsor-wide plan assets
$61M 62.7662420212766% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.6M $61.2M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 27 $38M
2023 1 26 $49M
2024 1 27 $61M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

California Coast University Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants California Coast University Employee Stock Ownership Plan, Total assets ($B): 0.049400046 · Participants: 26California Coast University Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
California Coast University Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare California Coast University Employee Stock Ownership Plan side-by-side with 3 peers →

California Coast University Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Integra Technologies Employee Stock Ownership Plan in KS ($49M); by covered participants it is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 California Coast University Employee Stock Ownership Plan assets move in 2023? ▼
California Coast University Employee Stock Ownership Plan surged - up 31.4% during 2023, from $38M to $49M. Reported net income was $13M.
How have California Coast University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Coast University's sponsor-wide assets grew 62.8%, from $38M to $61M.
Where does California Coast University Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
California Coast University Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to California Coast University Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Integra Technologies Employee Stock Ownership Plan in KS ($49M, 569 participants).
Which ESOP plans cover a similar participant headcount to California Coast University Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants, $17M 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 952836948.

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.