401(k) · DOL Form 5500 · 2023

Coastal Vineyard Services, Inc 401(k) Plan

Data updated 2026-08-25

$190K
Total assets Small plan by assets
248
Participants Below avg headcount
10th
Percentile by assets National rank
$765
Avg per participant Low balance/head
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Official DOL plan name: Coastal Vineyard Services, Inc 401(k) Plan · Sponsored by Coastal Vineyard Services, Inc · California · Agriculture, Forestry & Fishing

$190K in assets, 248 participants

Coastal Vineyard Services, Inc's Coastal Vineyard Services, Inc 401(k) Plan reported $190K in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

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

Coverage in California

Coastal Vineyard Services, Inc 401(k) Plan covers 248 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $190K.

#100
in Agriculture, Forestry & Fishing (1,288 peers)
+116.7%
assets growth YoY

Coastal Vineyard Services, Inc 401(k) Plan among the smaller filed plans by assets

Coastal Vineyard Services, Inc 401(k) Plan vs every filed plan by assets

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

$189,733 10th percentile higher than 10% 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

Coastal Vineyard Services, Inc 401(k) Plan 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. Coastal Vineyard Services, Inc 401(k) Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coastal Vineyard Services, Inc 401(k) Plan reported net income rose from $33K in the plan year 2022 filing to $102K in the plan year 2023 filing.
  • Coastal Vineyard Services, Inc 401(k) Plan end-of-year assets rose from $88K in the plan year 2022 filing to $190K in the plan year 2023 filing.
  • Coastal Vineyard Services, Inc 401(k) Plan reported participants rose from 177 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 461849566 · Coastal Vineyard Services, Inc PY 2023 · 401(k)

Coastal Vineyard Services, Inc 401(k) Plan · $190K · 248 · 10th

  • PART $190K
  • PART 248
  • PART 10th
  • PART 401(k)
  • PART near London Leigh Inc 401(k) Profit Sharing Plan
  • PART ind #100

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 California →

Coastal Vineyard Services, Inc 401(k) Plan in the asset neighbourhood

Coastal Vineyard Services, Inc 401(k) PlanCoastal Vineyard Services, I…$190KLondon Leigh Inc 401(k) Profit Sharing PlanLondon Leigh Inc 401(k) Prof…$190KActx Ventures, Inc. 401(k) Profit Sharing PlanActx Ventures, Inc. 401(k) P…$190KDirect Alignment, Inc. 401(k) PlanDirect Alignment, Inc. 401(k…$190KAaditri, Inc. 401(k) Profit Sharing PlanAaditri, Inc. 401(k) Profit …$190K
End-of-year total assets ($M) among Coastal Vineyard Services, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$88K
Net Assets (End of Year)$190K
Net Income$102K
Employer EIN461849566
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Vineyard Services, Inc)

Sponsor-wide plan assets over time

All Coastal Vineyard Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$190K 116.66685699277141% vs 2022
2023 filing year
$0.05M$0.1M$0.15M$0.2M 20222023 $0.09M $0.19M ▲ +111.1%
Year Plans Participants Total Assets
2022 1 177 $88K
2023 1 248 $190K

Nearby 401(k) Plans in California

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

Coastal Vineyard Services, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Coastal Vineyard Services, Inc 401(k) Plan, Total assets ($B): 0.000189733 · Participants: 248Coastal Vineyard Services, Inc 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Coastal Vineyard Services, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Coastal Vineyard Services, Inc 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is London Leigh Inc 401(k) Profit Sharing Plan in MD ($190K); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Coastal Vineyard Services, Inc 401(k) Plan assets move in 2023? ▼
Coastal Vineyard Services, Inc 401(k) Plan surged - up 116.7% during 2023, from $88K to $190K. Reported net income was $102K.
How have Coastal Vineyard Services, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Coastal Vineyard Services, Inc's sponsor-wide assets grew 116.7%, from $88K to $190K.
Where does Coastal Vineyard Services, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Coastal Vineyard Services, Inc 401(k) Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Coastal Vineyard Services, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is London Leigh Inc 401(k) Profit Sharing Plan in MD ($190K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Coastal Vineyard Services, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants, $5M 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 461849566.

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.