401(k) · DOL Form 5500 · 2023

Coaction Specialty Management Company 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
366
Participants Below avg headcount
87th
Percentile by assets National rank
$151,112
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coaction Specialty Insurance 401(k) Plan · Sponsored by Coaction Specialty Management Company · New Jersey · Administrative & Support Services

$55M in assets, 366 participants

Coaction Specialty Management Company's Coaction Specialty Insurance 401(k) Plan reported $55M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,084 in Administrative & Support Services (4,372 peers)

Coverage in New Jersey

Coaction Specialty Insurance 401(k) Plan covers 366 participants in New Jersey, about 43% of the average New Jersey filer (state average ~844 per filing). Assets: $55M.

#4,084
in Administrative & Support Services (4,372 peers)
+15.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Coaction Specialty Insurance 401(k) Plan's outsized position by total assets

Coaction Specialty Insurance 401(k) Plan vs every filed plan by assets

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

$55,307,053 Top 13% higher than 87% 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

Coaction Specialty Insurance 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. Coaction Specialty Insurance 401(k) Plan sits mid-pack in the medium band (366 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coaction Specialty Insurance 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Coaction Specialty Insurance 401(k) Plan end-of-year assets rose from $48M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Coaction Specialty Insurance 401(k) Plan reported participants rose from 334 in the plan year 2022 filing to 366 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132511244 · Coaction Specialty Management Company PY 2023 · 401(k)

Coaction Specialty Insurance 401(k) Plan · $55M · 366 · 87th

  • NET $55M
  • BOOK 366
  • VS-ST 87th
  • BOY 401(k)
  • SCH near Sonova Premier 401(k) Retirement Savings Plan
  • EBSA ind #4084

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 Administrative & Support Services retirement plans → · Plans in New Jersey →

Coaction Specialty Insurance 401(k) Plan in the asset neighbourhood

Coaction Specialty Insurance 401(k) PlanCoaction Specialty Insurance…$55MBatescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) FeaturesBatescarey LLP Profit Sharin…$55MSonova Premier 401(k) Retirement Savings PlanSonova Premier 401(k) Retire…$55MCommercehub 401(k) Plan$55MThe Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing PlanThe Willamette Valley Compan…$55M
End-of-year total assets ($M) among Coaction Specialty Insurance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$55M
Net Income$8M
Employer EIN132511244
Plan Effective Date1994-05-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Coaction Specialty Management Company)

Sponsor-wide plan assets over time

All Coaction Specialty Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$69M 44.36467166504296% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $47.8M $69M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 334 $48M
2023 1 366 $55M
2024 1 392 $69M

Nearby 401(k) Plans in New Jersey

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

Coaction Specialty Insurance 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Coaction Specialty Insurance 401(k) Plan, Total assets ($B): 0.055307053 · Participants: 366Coaction Specialty Insurance 401(k) PlanJPMorgan 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
Coaction Specialty Insurance 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Coaction Specialty Insurance 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Sonova Premier 401(k) Retirement Savings Plan in IL ($55M); by covered participants it is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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 Coaction Specialty Insurance 401(k) Plan assets move in 2023? ▼
Coaction Specialty Insurance 401(k) Plan grew sharply - up 15.8% during 2023, from $48M to $55M. Reported net income was $8M.
How have Coaction Specialty Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coaction Specialty Management Company's sponsor-wide assets grew 44.4%, from $48M to $69M.
Where does Coaction Specialty Insurance 401(k) Plan rank by assets among Form 5500 filers? ▼
Coaction Specialty Insurance 401(k) Plan ranks in the 87th 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 Coaction Specialty Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sonova Premier 401(k) Retirement Savings Plan in IL ($55M, 1,196 participants).
Which 401(k) plans cover a similar participant headcount to Coaction Specialty Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (366 participants, $32M 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 132511244.

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.