401(k) · DOL Form 5500 · 2023

Coalition, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
471
Participants Below avg headcount
77th
Percentile by assets National rank
$53,498
Avg per participant Low balance/head
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Official DOL plan name: Coalition 401(k) Plan · Sponsored by Coalition, Inc. · California · Finance & Insurance

$25M in assets, 471 participants

Coalition, Inc.'s Coalition 401(k) Plan reported $25M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,708 in Finance & Insurance (8,869 peers)

Where Coalition 401(k) Plan sits by assets

Coalition 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 471 participants (~$53,498/participant), up 121.9% in 2023.

#5,708
in Finance & Insurance (8,869 peers)
+121.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Coalition 401(k) Plan vs every filed plan by assets

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

$25,197,472 Top 23% higher than 77% 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

Coalition 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. Coalition 401(k) Plan sits mid-pack in the medium band (471 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coalition 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Coalition 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Coalition 401(k) Plan reported participants rose from 284 in the plan year 2022 filing to 471 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820756527 · Coalition, Inc. PY 2023 · 401(k)

Coalition 401(k) Plan · $25M · 471 · 77th

  • EOY $25M
  • EOY 471
  • EOY 77th
  • EOY 401(k)
  • EOY near Bonakemi USA, Inc. 401(k) Plan
  • EOY ind #5708

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 California →

Coalition 401(k) Plan in the asset neighbourhood

Coalition 401(k) Plan$25MBonakemi USA, Inc. 401(k) PlanBonakemi USA, Inc. 401(k) Pl…$25MDtm Companies 401(k) Plan$25MMcaconnect, LLC 401(k) Retirement Savings PlanMcaconnect, LLC 401(k) Retir…$25MValdes Engineering Company Retirement PlanValdes Engineering Company R…$25M
End-of-year total assets ($M) among Coalition 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)$11M
Net Assets (End of Year)$25M
Net Income$14M
Employer EIN820756527
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coalition, Inc.)

Sponsor-wide plan assets over time

All Coalition, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 241.09787829030225% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $11.4M $38.7M ▲ +241.2%
Year Plans Participants Total Assets
2022 1 284 $11M
2023 1 471 $25M
2024 1 545 $39M

Nearby 401(k) Plans in California

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

Coalition 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Coalition 401(k) Plan, Total assets ($B): 0.025197472 · Participants: 471Coalition 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
Coalition 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Coalition 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Bonakemi USA, Inc. 401(k) Plan in CO ($25M); by covered participants it is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Coalition 401(k) Plan assets move in 2023? ▼
Coalition 401(k) Plan surged - up 121.9% during 2023, from $11M to $25M. Reported net income was $14M.
How have Coalition, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coalition, Inc.'s sponsor-wide assets grew 241.1%, from $11M to $39M.
Where does Coalition 401(k) Plan rank by assets among Form 5500 filers? ▼
Coalition 401(k) Plan ranks in the 77th 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 Coalition 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bonakemi USA, Inc. 401(k) Plan in CO ($25M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Coalition 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants, $40M 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 820756527.

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.