Profit Sharing · DOL Form 5500 · 2023

Coastal Jms Corp Profit Sharing Plan

Data updated 2026-08-25

$75K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$75,000
Avg per participant Below avg balance/head
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Official DOL plan name: Coastal Jms Corp Retirement Plan · Sponsored by Coastal Jms Corp · Georgia · Transportation & Warehousing

$75K in assets, 1 participants

Coastal Jms Corp's Coastal Jms Corp Retirement Plan reported $75K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #190 in Transportation & Warehousing (3,362 peers)

2023 asset change

Coastal Jms Corp Retirement Plan contracted severely 57.2% in 2023 ($175K → $75K) for 1 participant.

#190
in Transportation & Warehousing (3,362 peers)
-57.2%
assets change YoY

The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coastal Jms Corp Retirement Plan among the smaller filed plans by assets

Coastal Jms Corp Retirement Plan vs every filed plan by assets

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

$75,000 5th percentile higher than 5% 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 Jms Corp Retirement 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. Coastal Jms Corp Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coastal Jms Corp Retirement Plan reported net income fell from -$45K in the plan year 2022 filing to -$100K in the plan year 2023 filing.
  • Coastal Jms Corp Retirement Plan end-of-year assets fell from $175K in the plan year 2022 filing to $75K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 834060847 · Coastal Jms Corp PY 2023 · Profit Sharing

Coastal Jms Corp Retirement Plan · $75K · 1 · 5th

  • IND $75K
  • IND 1
  • IND 5th
  • IND Profit Sharing
  • IND near The Dolson Group Inc. Retirement Plan
  • IND ind #190

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

Coastal Jms Corp Retirement Plan in the asset neighbourhood

Coastal Jms Corp Retirement PlanCoastal Jms Corp Retirement …$75KThe Dolson Group Inc. Retirement PlanThe Dolson Group Inc. Retire…$75KOrmyst Corp. Retirement Plan$75KJocajodo Inc Retirement Plan$75K6c Enterprises Inc. Retirement Plan6c Enterprises Inc. Retireme…$75K
End-of-year total assets ($M) among Coastal Jms Corp Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Coastal Jms Corp years around the 2023 move

Sponsor-wide plan assets over time

All Coastal Jms Corp plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.18M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $175K
2023 1 1 $75K
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$175K
Net Assets (End of Year)$75K
Net Income-$100K
Employer EIN834060847
Plan Effective Date2019-03-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Coastal Jms Corp Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Coastal Jms Corp Retirement Plan, Total assets ($B): 0.000075 · Participants: 1Coastal Jms Corp Retirement PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Coastal Jms Corp Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Coastal Jms Corp Retirement Plan side-by-side with 3 peers →

Coastal Jms Corp Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is The Dolson Group Inc. Retirement Plan in SC ($75K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jms Corp Retirement Plan assets move in 2023? ▼
Coastal Jms Corp Retirement Plan contracted severely - down 57.2% during 2023, from $175K to $75K. Reported net income was -$100K.
Where does Coastal Jms Corp Retirement Plan rank by assets among Form 5500 filers? ▼
Coastal Jms Corp Retirement Plan ranks in the 5th 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 Profit Sharing plans are similar in size to Coastal Jms Corp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Dolson Group Inc. Retirement Plan in SC ($75K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Coastal Jms Corp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 834060847.

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.