401(k) · DOL Form 5500 · 2023

Coastal1 Credit Union 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
287
Participants Below avg headcount
84th
Percentile by assets National rank
$152,219
Avg per participant Above avg balance/head
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Official DOL plan name: Coastal1 Credit Union 401(k) Plan · Sponsored by Coastal1 Credit Union · Rhode Island · Finance & Insurance

$44M in assets, 287 participants

Coastal1 Credit Union's Coastal1 Credit Union 401(k) Plan reported $44M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,703 in Finance & Insurance (8,869 peers)

Coverage in Rhode Island

Coastal1 Credit Union 401(k) Plan covers 287 participants in Rhode Island, about 20% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $44M.

#6,703
in Finance & Insurance (8,869 peers)
+8.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Coastal1 Credit Union 401(k) Plan's outsized position by total assets

Coastal1 Credit Union 401(k) Plan vs every filed plan by assets

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

$43,686,813 Top 16% higher than 84% 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

Coastal1 Credit Union 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. Coastal1 Credit Union 401(k) Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coastal1 Credit Union 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Coastal1 Credit Union 401(k) Plan reported participants rose from 262 in the plan year 2022 filing to 287 in the plan year 2023 filing.
  • Coastal1 Credit Union 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050197075 · Coastal1 Credit Union PY 2023 · 401(k)

Coastal1 Credit Union 401(k) Plan · $44M · 287 · 84th

  • IND $44M
  • EOY 287
  • 5500 84th
  • ASSETS 401(k)
  • PCT near Wb Engineering & Consulting, PLLC Retirement Savings Plan
  • EIN ind #6703

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 Rhode Island →

Coastal1 Credit Union 401(k) Plan in the asset neighbourhood

Coastal1 Credit Union 401(k) PlanCoastal1 Credit Union 401(k)…$44MWb Engineering & Consulting, PLLC Retirement Savings PlanWb Engineering & Consulting,…$44MArisa Health 401(k) Plan$44MThe Federal Savings Bank Retirement PlanThe Federal Savings Bank Ret…$44MPmg Worldwide, LLC 401(k) PlanPmg Worldwide, LLC 401(k) Pl…$44M
End-of-year total assets ($M) among Coastal1 Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$44M
Net Income$4M
Employer EIN050197075
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal1 Credit Union)

Sponsor-wide plan assets over time

All Coastal1 Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$47M 17.954976861540125% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $40.1M $47.3M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 262 $40M
2023 1 287 $44M
2024 1 286 $47M

Nearby 401(k) Plans in Rhode Island

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

Coastal1 Credit Union 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Coastal1 Credit Union 401(k) Plan, Total assets ($B): 0.043686813 · Participants: 287Coastal1 Credit Union 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Coastal1 Credit Union 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Coastal1 Credit Union 401(k) Plan side-by-side with 3 peers →

Coastal1 Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Wb Engineering & Consulting, PLLC Retirement Savings Plan in NY ($44M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Coastal1 Credit Union 401(k) Plan assets move in 2023? ▼
Coastal1 Credit Union 401(k) Plan grew at a solid clip - up 8.9% during 2023, from $40M to $44M. Reported net income was $4M.
How have Coastal1 Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal1 Credit Union's sponsor-wide assets grew 18.0%, from $40M to $47M.
Where does Coastal1 Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Coastal1 Credit Union 401(k) Plan ranks in the 84th 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 Coastal1 Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wb Engineering & Consulting, PLLC Retirement Savings Plan in NY ($44M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Coastal1 Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 050197075.

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.