401(k) · DOL Form 5500 · 2023

Coast Real Estate, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$255,506
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coast Real Estate, Inc. 401(k) Profit Sharing Plan · Sponsored by Coast Real Estate, Inc. · Oregon · Real Estate

$1M in assets, 4 participants

Coast Real Estate, Inc.'s Coast Real Estate, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,944 in Real Estate (4,727 peers)

Coast Real Estate, Inc. multi-year trail

Coast Real Estate, Inc.'s plans moved +25.2% in assets from 2022 to 2024; this filing shows Coast Real Estate, Inc. 401(k) Profit Sharing Plan at $1M / 4 participants.

#1,944
in Real Estate (4,727 peers)
+11.5%
assets growth YoY

Coast Real Estate, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Coast Real Estate, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,022,024 24th percentile higher than 24% 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

Coast Real Estate, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coast Real Estate, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coast Real Estate, Inc. 401(k) Profit Sharing Plan reported net income rose from -$75K in the plan year 2022 filing to $105K in the plan year 2023 filing.
  • Coast Real Estate, Inc. 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Coast Real Estate, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $917K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930833968 · Coast Real Estate, Inc. PY 2023 · 401(k)

Coast Real Estate, Inc. 401(k) Profit Sharing Plan · $1M · 4 · 24th

  • 5500 $1M
  • 5500 4
  • 5500 24th
  • 5500 401(k)
  • 5500 near Conifer Companies, Inc. 401(k) Plan
  • 5500 ind #1944

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 Real Estate retirement plans → · Plans in Oregon →

Coast Real Estate, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Coast Real Estate, Inc. 401(k) Profit Sharing PlanCoast Real Estate, Inc. 401(…$1MConifer Companies, Inc. 401(k) PlanConifer Companies, Inc. 401(…$1MProsper Group Plan$1MKanthea Holdings, Inc. Pension Transfer Trust PlanKanthea Holdings, Inc. Pensi…$1MEast Coast Energy Group Union 401(k) PlanEast Coast Energy Group Unio…$1M
End-of-year total assets ($M) among Coast Real Estate, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Coast Real Estate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coast Real Estate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 25.20076060477462% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.92M $1.15M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 3 $917K
2023 1 4 $1M
2024 1 4 $1M

Coast Real Estate, Inc. filing trail (2023)

Total Assets (Beginning of Year)$917K
Net Assets (End of Year)$1M
Net Income$105K
Employer EIN930833968
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Coast Real Estate, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Coast Real Estate, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001022024 · Participants: 4Coast Real Estate, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Coast Real Estate, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Coast Real Estate, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Coast Real Estate, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Conifer Companies, Inc. 401(k) Plan in WI ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Coast Real Estate, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Coast Real Estate, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.5% during 2023, from $917K to $1M. Reported net income was $105K.
How have Coast Real Estate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coast Real Estate, Inc.'s sponsor-wide assets grew 25.2%, from $917K to $1M.
Where does Coast Real Estate, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Coast Real Estate, Inc. 401(k) Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Coast Real Estate, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Conifer Companies, Inc. 401(k) Plan in WI ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Coast Real Estate, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 930833968.

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.