401(k) · DOL Form 5500 · 2023

Coastal Cloud, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
494
Participants Below avg headcount
80th
Percentile by assets National rank
$62,068
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coastal Cloud 401(k) Plan · Sponsored by Coastal Cloud, LLC · Florida · Professional & Technical Services

$31M in assets, 494 participants

Coastal Cloud, LLC's Coastal Cloud 401(k) Plan reported $31M in total assets and 494 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,271 in Professional & Technical Services (20,321 peers)

Where Coastal Cloud 401(k) Plan sits by assets

Coastal Cloud 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 494 participants (~$62,068/participant), up 54.4% in 2023.

#16,271
in Professional & Technical Services (20,321 peers)
+54.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Coastal Cloud 401(k) Plan's outsized position by total assets

Coastal Cloud 401(k) Plan vs every filed plan by assets

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

$30,661,799 Top 20% higher than 80% 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 Cloud 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 Cloud 401(k) Plan sits mid-pack in the medium band (494 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coastal Cloud 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Coastal Cloud 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Coastal Cloud 401(k) Plan reported participants rose from 378 in the plan year 2022 filing to 494 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611706373 · Coastal Cloud, LLC PY 2023 · 401(k)

Coastal Cloud 401(k) Plan · $31M · 494 · 80th

  • TYPE $31M
  • NET 494
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Traxxas, L.P. 401(k) Plan
  • SCH ind #16271

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 Florida →

Coastal Cloud 401(k) Plan in the asset neighbourhood

Coastal Cloud 401(k) Plan$31MTraxxas, L.P. 401(k) Plan$31MTime Equities, Inc. 401(k) Profit Sharing Plan & TrustTime Equities, Inc. 401(k) P…$31MDenovo Retirement Plan$31MUnited Community & Family Services, Inc. 401(k) PlanUnited Community & Family Se…$31M
End-of-year total assets ($M) among Coastal Cloud 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$31M
Net Income$11M
Employer EIN611706373
Plan Effective Date2016-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Cloud, LLC)

Sponsor-wide plan assets over time

All Coastal Cloud, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 105.88121723277668% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $19.9M $40.9M ▲ +105.9%
Year Plans Participants Total Assets
2022 1 378 $20M
2023 1 494 $31M
2024 1 445 $41M

Nearby 401(k) Plans in Florida

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

Coastal Cloud 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Coastal Cloud 401(k) Plan, Total assets ($B): 0.030661799 · Participants: 494Coastal Cloud 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
Coastal Cloud 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Coastal Cloud 401(k) Plan side-by-side with 3 peers →

Coastal Cloud 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Traxxas, L.P. 401(k) Plan in TX ($31M); by covered participants it is Secure2retire Pooled Employer Plan in MD (494 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (494 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 Cloud 401(k) Plan assets move in 2023? ▼
Coastal Cloud 401(k) Plan surged - up 54.4% during 2023, from $20M to $31M. Reported net income was $11M.
How have Coastal Cloud, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Cloud, LLC's sponsor-wide assets grew 105.9%, from $20M to $41M.
Where does Coastal Cloud 401(k) Plan rank by assets among Form 5500 filers? ▼
Coastal Cloud 401(k) Plan ranks in the 80th 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 401(k) plans are similar in size to Coastal Cloud 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Traxxas, L.P. 401(k) Plan in TX ($31M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Cloud 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Secure2retire Pooled Employer Plan in MD (494 participants, N/A 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 611706373.

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.