401(k) · DOL Form 5500 · 2023

Coastal States Bank 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
176
Participants Small participant base
67th
Percentile by assets National rank
$84,622
Avg per participant Below avg balance/head
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Official DOL plan name: Coastal States Bank 401(k) Plan · Sponsored by Coastal States Bank · South Carolina · Finance & Insurance

$15M in assets, 176 participants

Coastal States Bank's Coastal States Bank 401(k) Plan reported $15M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,621 in Finance & Insurance (8,869 peers)

Coverage in South Carolina

Coastal States Bank 401(k) Plan covers 176 participants in South Carolina, about 48% of the average South Carolina filer (state average ~369 per filing). Assets: $15M.

#4,621
in Finance & Insurance (8,869 peers)
+34.0%
assets growth YoY

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

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

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

$14,893,458 Top 33% higher than 67% 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 States Bank 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 States Bank 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coastal States Bank 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Coastal States Bank 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Coastal States Bank 401(k) Plan reported participants rose from 166 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 030546702 · Coastal States Bank PY 2023 · 401(k)

Coastal States Bank 401(k) Plan · $15M · 176 · 67th

  • EIN $15M
  • EIN 176
  • EIN 67th
  • EIN 401(k)
  • EIN near The Debt Exchange 401(k) Retirement Plan
  • EIN ind #4621

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 South Carolina →

Coastal States Bank 401(k) Plan in the asset neighbourhood

Elk Operating Services, LLC 401(k) Profit Sharing PlanElk Operating Services, LLC …$15MQualstar Credit Union 401(k) Profit Sharing PlanQualstar Credit Union 401(k)…$15MCoastal States Bank 401(k) PlanCoastal States Bank 401(k) P…$15MThe Debt Exchange 401(k) Retirement PlanThe Debt Exchange 401(k) Ret…$15MSurgent Mccoy Cpe, LLC 401(k) PlanSurgent Mccoy Cpe, LLC 401(k…$15M
End-of-year total assets ($M) among Coastal States Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN030546702
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal States Bank)

Sponsor-wide plan assets over time

All Coastal States Bank plans reported in each filing year

Latest sponsor-wide plan assets
$18M 62.7341060526803% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11.1M $18.1M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 166 $11M
2023 1 176 $15M
2024 1 176 $18M

Nearby 401(k) Plans in South Carolina

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

Coastal States Bank 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Coastal States Bank 401(k) Plan, Total assets ($B): 0.014893458 · Participants: 176Coastal States Bank 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Coastal States Bank 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Coastal States Bank 401(k) Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest 401(k) by assets is The Debt Exchange 401(k) Retirement Plan in MA ($15M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 States Bank 401(k) Plan assets move in 2023? ▼
Coastal States Bank 401(k) Plan surged - up 34.0% during 2023, from $11M to $15M. Reported net income was $4M.
How have Coastal States Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal States Bank's sponsor-wide assets grew 62.7%, from $11M to $18M.
Which 401(k) plans are similar in size to Coastal States Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Debt Exchange 401(k) Retirement Plan in MA ($15M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Coastal States Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 030546702.

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.