ESOP · DOL Form 5500 · 2023

Coast Holdings Group Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
50
Participants Small participant base
50th
Percentile by assets National rank
$131,236
Avg per participant Near avg balance/head
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Official DOL plan name: Coast Companies, Inc. Employee Stock Ownership Plan · Sponsored by Coast Holdings Group Inc. · California · Transportation & Warehousing

$7M in assets, 50 participants

Coast Holdings Group Inc.'s Coast Companies, Inc. Employee Stock Ownership Plan reported $7M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,695 in Transportation & Warehousing (3,362 peers)

Coast Holdings Group Inc. multi-year trail

Coast Holdings Group Inc.'s plans moved +25.5% in assets from 2022 to 2024; this filing shows Coast Companies, Inc. Employee Stock Ownership Plan at $7M / 50 participants.

#1,695
in Transportation & Warehousing (3,362 peers)
+14.2%
assets growth YoY

Coast Companies, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Coast Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,561,780 Top 50% higher than 50% 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 Companies, Inc. 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. Coast Companies, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coast Companies, Inc. Employee Stock Ownership Plan reported net income rose from -$275K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Coast Companies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Coast Companies, Inc. Employee Stock Ownership Plan reported participants fell from 54 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 814666405 · Coast Holdings Group Inc. PY 2023 · ESOP

Coast Companies, Inc. Employee Stock Ownership Plan · $7M · 50 · 50th

  • PART $7M
  • TYPE 50
  • NET 50th
  • BOOK ESOP
  • VS-ST near Amerimet Corp. Employee Stock Ownership Plan
  • BOY ind #1695

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 →

Coast Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Adams Management Employee Stock Ownership PlanAdams Management Employee St…$7MCoast Companies, Inc. Employee Stock Ownership PlanCoast Companies, Inc. Employ…$7MAmerimet Corp. Employee Stock Ownership PlanAmerimet Corp. Employee Stoc…$7MBlm Technologies, Inc Employee Stock Ownership Plan and TrustBlm Technologies, Inc Employ…$7MTriad Engineering, Inc. Employee Stock Ownership PlanTriad Engineering, Inc. Empl…$7M
End-of-year total assets ($M) among Coast Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Coast Holdings Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coast Holdings Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 25.539404571703056% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.75M $7.21M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 54 $6M
2023 1 50 $7M
2024 1 44 $7M

Coast Holdings Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$232K
Net Income$1M
Employer EIN814666405
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Coast Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Coast Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00656178 · Participants: 50Coast Companies, Inc. 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
Coast Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Coast Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Coast Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Amerimet Corp. Employee Stock Ownership Plan in FL ($7M); by covered participants it is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Companies, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Coast Companies, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.2% during 2023, from $6M to $7M. Reported net income was $1M.
How have Coast Holdings Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coast Holdings Group Inc.'s sponsor-wide assets grew 25.5%, from $6M to $7M.
Which ESOP plans are similar in size to Coast Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Amerimet Corp. Employee Stock Ownership Plan in FL ($7M, N/A participants).
Which ESOP plans cover a similar participant headcount to Coast Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tc Federal Bank Employee Stock Ownership Plan in GA (50 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 814666405.

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.