401(k) · DOL Form 5500 · 2023

Coastal Beverage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
444
Participants Below avg headcount
75th
Percentile by assets National rank
$50,871
Avg per participant Low balance/head
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Official DOL plan name: Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan · Sponsored by Coastal Beverage Company, Inc. · North Carolina · Wholesale Trade

$23M in assets, 444 participants

Coastal Beverage Company, Inc.'s Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan reported $23M in total assets and 444 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.

  • #4,576 in Wholesale Trade (6,309 peers)

Where Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan sits by assets

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 444 participants (~$50,871/participant), up 22.1% in 2023.

#4,576
in Wholesale Trade (6,309 peers)
+22.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan's outsized position by total assets

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets

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

$22,586,603 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

Coastal Beverage Company, Inc. Profit Sharing/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. Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan sits mid-pack in the medium band (444 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan reported participants fell from 459 in the plan year 2022 filing to 444 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560694530 · Coastal Beverage Company, Inc. PY 2023 · 401(k)

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan · $23M · 444 · 75th

  • BOY $23M
  • BOY 444
  • BOY 75th
  • BOY 401(k)
  • BOY near Validatek Retirement Savings Plan
  • BOY ind #4576

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan in the asset neighbourhood

Coastal Beverage Company, Inc. Profit Sharing/401(k) PlanCoastal Beverage Company, In…$23MValidatek Retirement Savings PlanValidatek Retirement Savings…$23MDimension Hospitality, LLC 401(k) PlanDimension Hospitality, LLC 4…$23MAmtex Supply Holdings, Inc. Retirement Plan & TrustAmtex Supply Holdings, Inc. …$23MCedarwood-Young Company 401(k) PlanCedarwood-Young Company 401(…$23M
End-of-year total assets ($M) among Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN560694530
Plan Effective Date1972-09-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Beverage Company, Inc.)

Sponsor-wide plan assets over time

All Coastal Beverage Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 46.75536847603972% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.5M $27.2M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 459 $19M
2023 1 444 $23M
2024 1 475 $27M

Nearby 401(k) Plans in North Carolina

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

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan, Total assets ($B): 0.022586603 · Participants: 444Coastal Beverage Company, Inc. Profit Sharing/401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan side-by-side with 3 peers →

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Validatek Retirement Savings Plan in VA ($23M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (444 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 (444 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 Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan assets move in 2023? ▼
Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan grew sharply - up 22.1% during 2023, from $19M to $23M. Reported net income was $4M.
How have Coastal Beverage Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Beverage Company, Inc.'s sponsor-wide assets grew 46.8%, from $19M to $27M.
Where does Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Coastal Beverage Company, Inc. Profit Sharing/401(k) 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 Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Validatek Retirement Savings Plan in VA ($23M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants, $37M 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 560694530.

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.