401(k) · DOL Form 5500 · 2023

Coasthills Credit Union 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
324
Participants Below avg headcount
75th
Percentile by assets National rank
$69,765
Avg per participant Below avg balance/head
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Official DOL plan name: Coasthills Credit Union 401(k) and Profit Sharing Plan · Sponsored by Coasthills Credit Union · California · Finance & Insurance

$23M in assets, 324 participants

Coasthills Credit Union's Coasthills Credit Union 401(k) and Profit Sharing Plan reported $23M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,508 in Finance & Insurance (8,869 peers)

Where Coasthills Credit Union 401(k) and Profit Sharing Plan sits by assets

Coasthills Credit Union 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 324 participants (~$69,765/participant), up 12.1% in 2023.

#5,508
in Finance & Insurance (8,869 peers)
+12.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Coasthills Credit Union 401(k) and Profit Sharing Plan's outsized position by total assets

Coasthills Credit Union 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$22,603,974 Top 25% higher than 75% 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

Coasthills Credit Union 401(k) and Profit Sharing 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. Coasthills Credit Union 401(k) and Profit Sharing Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coasthills Credit Union 401(k) and Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Coasthills Credit Union 401(k) and Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Coasthills Credit Union 401(k) and Profit Sharing Plan reported participants rose from 300 in the plan year 2022 filing to 324 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952015359 · Coasthills Credit Union PY 2023 · 401(k)

Coasthills Credit Union 401(k) and Profit Sharing Plan · $23M · 324 · 75th

  • EIN $23M
  • EIN 324
  • EIN 75th
  • EIN 401(k)
  • EIN near Mps Group 401(k) Savings Plan
  • EIN ind #5508

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 →

Coasthills Credit Union 401(k) and Profit Sharing Plan in the asset neighbourhood

Mps Group 401(k) Savings Plan$23MInventrust Properties Corp. Savings PlanInventrust Properties Corp. …$23MNextech 401(k) Plan$23MCoasthills Credit Union 401(k) and Profit Sharing PlanCoasthills Credit Union 401(…$23MDefiniti 401(k) Plan$23M
End-of-year total assets ($M) among Coasthills Credit Union 401(k) and Profit Sharing 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)$23M
Net Income$2M
Employer EIN952015359
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coasthills Credit Union)

Sponsor-wide plan assets over time

All Coasthills Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$26M 30.018209924317002% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.2M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 300 $20M
2023 1 324 $23M
2024 1 277 $26M

Nearby 401(k) Plans in California

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

Coasthills Credit Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Coasthills Credit Union 401(k) and Profit Sharing Plan, Total assets ($B): 0.022603974 · Participants: 324Coasthills Credit Union 401(k) and Profit Sharing 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
Coasthills Credit Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Coasthills Credit Union 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Coasthills Credit Union 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mps Group 401(k) Savings Plan in MI ($23M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Coasthills Credit Union 401(k) and Profit Sharing Plan assets move in 2023? ▼
Coasthills Credit Union 401(k) and Profit Sharing Plan grew at a solid clip - up 12.1% during 2023, from $20M to $23M. Reported net income was $2M.
How have Coasthills Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coasthills Credit Union's sponsor-wide assets grew 30.0%, from $20M to $26M.
Where does Coasthills Credit Union 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Coasthills Credit Union 401(k) and Profit Sharing Plan ranks in the 75th 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 Coasthills Credit Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mps Group 401(k) Savings Plan in MI ($23M, 785 participants).
Which 401(k) plans cover a similar participant headcount to Coasthills Credit Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants, $24M 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 952015359.

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.