401(k) · DOL Form 5500 · 2023

Intercoastal Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
222
Participants Below avg headcount
63rd
Percentile by assets National rank
$55,007
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Intercoastal Mortgage 401(k) Plan · Sponsored by Intercoastal Mortgage, LLC · Virginia · Finance & Insurance

$12M in assets, 222 participants

Intercoastal Mortgage, LLC's Intercoastal Mortgage 401(k) Plan reported $12M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,243 in Finance & Insurance (8,869 peers)

Coverage in Virginia

Intercoastal Mortgage 401(k) Plan covers 222 participants in Virginia, about 28% of the average Virginia filer (state average ~782 per filing). Assets: $12M.

#4,243
in Finance & Insurance (8,869 peers)
+16.6%
assets growth YoY

Intercoastal Mortgage 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Intercoastal Mortgage 401(k) Plan vs every filed plan by assets

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

$12,211,465 Top 37% higher than 63% 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

Intercoastal Mortgage 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. Intercoastal Mortgage 401(k) Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Intercoastal Mortgage 401(k) Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Intercoastal Mortgage 401(k) Plan reported participants fell from 291 in the plan year 2022 filing to 222 in the plan year 2023 filing.
  • Intercoastal Mortgage 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521597440 · Intercoastal Mortgage, LLC PY 2023 · 401(k)

Intercoastal Mortgage 401(k) Plan · $12M · 222 · 63rd

  • VS-ST $12M
  • VS-ST 222
  • VS-ST 63rd
  • VS-ST 401(k)
  • VS-ST near Allsouth Federal Credit Union 401(k) Plan and Trust
  • VS-ST ind #4243

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 Finance & Insurance retirement plans → · Plans in Virginia →

Intercoastal Mortgage 401(k) Plan in the asset neighbourhood

Intercoastal Mortgage 401(k) PlanIntercoastal Mortgage 401(k)…$12MAllsouth Federal Credit Union 401(k) Plan and TrustAllsouth Federal Credit Unio…$12MBreckenridge Pharmaceutical, Inc. 401(k) PlanBreckenridge Pharmaceutical,…$12MStumbaugh & Associates, Inc. 401(k) Profit Sharing PlanStumbaugh & Associates, Inc.…$12MRetirement Plan for Flight Attendants in the Service of Air Wisconsin AirlinesRetirement Plan for Flight A…$12M
End-of-year total assets ($M) among Intercoastal Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN521597440
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intercoastal Mortgage, LLC)

Sponsor-wide plan assets over time

All Intercoastal Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 42.34487861473048% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.5M $14.9M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 291 $10M
2023 1 222 $12M
2024 1 182 $15M

Nearby 401(k) Plans in Virginia

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

Intercoastal Mortgage 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Intercoastal Mortgage 401(k) Plan, Total assets ($B): 0.012211465 · Participants: 222Intercoastal Mortgage 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Intercoastal Mortgage 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Intercoastal Mortgage 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Allsouth Federal Credit Union 401(k) Plan and Trust in SC ($12M); by covered participants it is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Intercoastal Mortgage 401(k) Plan assets move in 2023? ▼
Intercoastal Mortgage 401(k) Plan grew sharply - up 16.6% during 2023, from $10M to $12M. Reported net income was $2M.
How have Intercoastal Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intercoastal Mortgage, LLC's sponsor-wide assets grew 42.3%, from $10M to $15M.
Which 401(k) plans are similar in size to Intercoastal Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allsouth Federal Credit Union 401(k) Plan and Trust in SC ($12M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Intercoastal Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 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 521597440.

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.