401(k) · DOL Form 5500 · 2023

Coulter Cadillac, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 266
Participants Below avg headcount: 63rd
Percentile by assets National rank: $45,727
Avg per participant Low balance/head

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Official DOL plan name: Coulter Affiliates 401(k) Plan · Sponsored by Coulter Cadillac, Inc. · Arizona · Retail Trade

$12M in assets, 266 participants

Coulter Cadillac, Inc.'s Coulter Affiliates 401(k) Plan reported $12M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#6,199 in Retail Trade (8,414 peers)

Coverage in Arizona

Coulter Affiliates 401(k) Plan covers 266 participants in Arizona, about 47% of the average Arizona filer (state average ~564 per filing). Assets: $12M.

#6,199
in Retail Trade (8,414 peers): +10.7%
assets growth YoY

Coulter Affiliates 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Coulter Affiliates 401(k) Plan vs every filed plan by assets

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

$12,163,364 Top 37% higher than 63% 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

Coulter Affiliates 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. Coulter Affiliates 401(k) Plan sits mid-pack in the medium band (266 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Coulter Affiliates 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Coulter Affiliates 401(k) Plan reported participants fell from 1,811 in the plan year 2022 filing to 266 in the plan year 2023 filing.
Coulter Affiliates 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860081209 · Coulter Cadillac, Inc. PY 2023 · 401(k)

Coulter Affiliates 401(k) Plan · $12M · 266 · 63rd

RANK $12M
RANK 266
RANK 63rd
RANK 401(k)
RANK near Friona Industries, L.P. 401(k) Plan
RANK ind #6199

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 Retail Trade retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Coulter Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$12M
Net Income	$1M
Employer EIN	860081209
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Coulter Cadillac, Inc.)

Latest sponsor-wide plan assets: $14M 26.788385400159797% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,811	$11M
2023	1	266	$12M
2024	1	276	$14M

Nearby 401(k) Plans in Arizona

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

Coulter Affiliates 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Coulter Affiliates 401(k) Plan side-by-side with 3 peers →

Coulter Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Friona Industries, L.P. 401(k) Plan in TX ($12M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Friona Industries, L.P. 401(k) Plan (TX) $12M · 408
Econet 401(k) Plan (WA) $12M · 77
The Schneider Corporation 401(k) Profit Sharing Plan (IN) $12M · 59
Otis Products, Inc. 401(k) Safe Harbor Plan (NY) $12M · 82

Similar participant headcount

Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.

First Heritage Credit, LLC 401(k) Profit Sharing Plan (MS) 266 · 0 off
Topographic Om, Inc. Retirement Plan (TX) 266 · 0 off
Rental One 401(k) Plan (TX) 266 · 0 off
Marbridge Foundation 401(k) Plan (TX) 266 · 0 off

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 Coulter Affiliates 401(k) Plan assets move in 2023? ▼

Coulter Affiliates 401(k) Plan grew at a solid clip - up 10.7% during 2023, from $11M to $12M. Reported net income was $1M.

How have Coulter Cadillac, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Coulter Cadillac, Inc.'s sponsor-wide assets grew 26.8%, from $11M to $14M.

Which 401(k) plans are similar in size to Coulter Affiliates 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Friona Industries, L.P. 401(k) Plan in TX ($12M, 408 participants).

Which 401(k) plans cover a similar participant headcount to Coulter Affiliates 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 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 860081209.