Profit Sharing · DOL Form 5500 · 2023
Coaction Investments, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $188K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 10th
- Percentile by assets National rank
Official DOL plan name: Coaction Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Coaction Investments, Inc. · Florida · Healthcare & Social Assistance
$188K in assets, N/A participants
Coaction Investments, Inc.'s Coaction Investments, Inc. 401(k) Profit Sharing Plan reported $188K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #1,257 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Coaction Investments, Inc. 401(k) Profit Sharing Plan contracted severely 46.3% in 2023 ($350K → $188K) for N/A participants.
- #1,257
- in Healthcare & Social Assistance (17,684 peers)
- -46.3%
- assets change YoY
The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coaction Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Coaction Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$188,000 10th percentile higher than 10% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Coaction Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from $350K in the plan year 2022 filing to -$162K in the plan year 2023 filing.
- Coaction Investments, Inc. 401(k) Profit Sharing Plan reported participants fell from 1 in the plan year 2022 filing to N/A in the plan year 2023 filing.
- Coaction Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $350K in the plan year 2022 filing to $188K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 881482852 · Coaction Investments, Inc. PY 2023 · Profit Sharing
Coaction Investments, Inc. 401(k) Profit Sharing Plan · $188K · N/A · 10th
- IND $188K
- IND N/A
- IND 10th
- IND Profit Sharing
- IND near Klas4 Holding Inc. Retirement Plan
- IND ind #1257
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Coaction Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Coaction Investments, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Coaction Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $350K |
| 2023 | 1 | N/A | $188K |
| 2024 | 1 | 1 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $350K |
|---|---|
| Net Assets (End of Year) | $188K |
| Net Income | -$162K |
| Employer EIN | 881482852 |
| Plan Effective Date | 2022-03-29 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Coaction Investments, Inc. 401(k) Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets
Outside Florida, the nearest Profit Sharing by end-of-year assets is Klas4 Holding Inc. Retirement Plan in OH at $188K (this filing: $188K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($188K here).
- Klas4 Holding Inc. Retirement Plan (OH) $188K · 1
- Mcp Rest Corp. Retirement Plan (NJ) $188K · 1
- Yakeley Ventures Corp. Profit Sharing Plan (PA) $188K · 1
- Savard Ventures Inc. Retirement Plan (MD) $188K · 2
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.