401(k) · DOL Form 5500 · 2023

Coachsource LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
427
Participants Below avg headcount
33rd
Percentile by assets National rank
$5,633
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coachsource LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Coachsource LLC · New Jersey · Professional & Technical Services

$2M in assets, 427 participants

Coachsource LLC's Coachsource LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 427 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,895 in Professional & Technical Services (20,321 peers)

Coachsource LLC multi-year trail

Coachsource LLC's plans moved +75.3% in assets from 2022 to 2024; this filing shows Coachsource LLC 401(k) Profit Sharing Plan & Trust at $2M / 427 participants.

#5,895
in Professional & Technical Services (20,321 peers)
+45.8%
assets growth YoY

Coachsource LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Coachsource LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,405,461 33rd percentile higher than 33% 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

Coachsource LLC 401(k) Profit Sharing Plan & Trust 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. Coachsource LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (427 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coachsource LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $192K in the plan year 2022 filing to $756K in the plan year 2023 filing.
  • Coachsource LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Coachsource LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 388 in the plan year 2022 filing to 427 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261191785 · Coachsource LLC PY 2023 · 401(k)

Coachsource LLC 401(k) Profit Sharing Plan & Trust · $2M · 427 · 33rd

  • EBSA $2M
  • EBSA 427
  • EBSA 33rd
  • EBSA 401(k)
  • EBSA near Ras Financial Group 401(k) Profit Sharing Plan
  • EBSA ind #5895

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 New Jersey →

Coachsource LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Coachsource LLC 401(k) Profit Sharing Plan & TrustCoachsource LLC 401(k) Profi…$2MRas Financial Group 401(k) Profit Sharing PlanRas Financial Group 401(k) P…$2MLewis, Kisch & Associates, Ltd 401(k) PlanLewis, Kisch & Associates, L…$2MG. Ray Baker Trucking, Inc. Profit Sharing PlanG. Ray Baker Trucking, Inc. …$2MVerder Scientific, Inc. 401(k) PlanVerder Scientific, Inc. 401(…$2M
End-of-year total assets ($M) among Coachsource LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Coachsource LLC multi-year asset trail

Sponsor-wide plan assets over time

All Coachsource LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 75.27731950140068% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.65M $2.89M ▲ +75.2%
Year Plans Participants Total Assets
2022 1 388 $2M
2023 1 427 $2M
2024 1 440 $3M

Coachsource LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$756K
Employer EIN261191785
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Coachsource LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Coachsource LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002405461 · Participants: 427Coachsource LLC 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Coachsource LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Coachsource LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Coachsource LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ras Financial Group 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Walther Farms LLC 401(k) Plan in MI (427 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (427 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 Coachsource LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Coachsource LLC 401(k) Profit Sharing Plan & Trust surged - up 45.8% during 2023, from $2M to $2M. Reported net income was $756K.
How have Coachsource LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coachsource LLC's sponsor-wide assets grew 75.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Coachsource LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ras Financial Group 401(k) Profit Sharing Plan in CA ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Coachsource LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Walther Farms LLC 401(k) Plan in MI (427 participants, $12M 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 261191785.

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.