401(k) · DOL Form 5500 · 2023

Ventura Coastal, LLC. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
220
Participants Below avg headcount
69th
Percentile by assets National rank
$74,828
Avg per participant Below avg balance/head
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Official DOL plan name: Ventura Coastal, LLC. 401(k) Savings Plan · Sponsored by Ventura Coastal, LLC. · California · Manufacturing

$16M in assets, 220 participants

Ventura Coastal, LLC.'s Ventura Coastal, LLC. 401(k) Savings Plan reported $16M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,846 in Manufacturing (18,722 peers)

Coverage in California

Ventura Coastal, LLC. 401(k) Savings Plan covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $16M.

#10,846
in Manufacturing (18,722 peers)
+4.2%
assets growth YoY

Ventura Coastal, LLC. 401(k) Savings Plan's outsized position by total assets

Ventura Coastal, LLC. 401(k) Savings Plan vs every filed plan by assets

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

$16,462,236 Top 31% higher than 69% 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

Ventura Coastal, LLC. 401(k) Savings 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. Ventura Coastal, LLC. 401(k) Savings Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ventura Coastal, LLC. 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $669K in the plan year 2023 filing.
  • Ventura Coastal, LLC. 401(k) Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Ventura Coastal, LLC. 401(k) Savings Plan reported participants rose from 214 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 800776276 · Ventura Coastal, LLC. PY 2023 · 401(k)

Ventura Coastal, LLC. 401(k) Savings Plan · $16M · 220 · 69th

  • PART $16M
  • PART 220
  • PART 69th
  • PART 401(k)
  • PART near Freehold Cartage, Inc. 401(k) Plan
  • PART ind #10846

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 Manufacturing retirement plans → · Plans in California →

Ventura Coastal, LLC. 401(k) Savings Plan in the asset neighbourhood

Ventura Coastal, LLC. 401(k) Savings PlanVentura Coastal, LLC. 401(k)…$16MFreehold Cartage, Inc. 401(k) PlanFreehold Cartage, Inc. 401(k…$16MSoutheast Automotive Management, Inc. 401(k) Profit Sharing PlanSoutheast Automotive Managem…$16MAxelon Services Corporation 401(k) Profit Sharing PlanAxelon Services Corporation …$16MViessman Group Employees 401(k) and Profit Sharing PlanViessman Group Employees 401…$16M
End-of-year total assets ($M) among Ventura Coastal, LLC. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$669K
Employer EIN800776276
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ventura Coastal, LLC.)

Sponsor-wide plan assets over time

All Ventura Coastal, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 11.664893808918366% vs 2022
2024 filing year
$17M$18M$19M$20M 202220232024 $17.4M $19.4M ▲ +11.7%
Year Plans Participants Total Assets
2022 2 318 $17M
2023 2 320 $18M
2024 2 300 $19M

Nearby 401(k) Plans in California

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

Ventura Coastal, LLC. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ventura Coastal, LLC. 401(k) Savings Plan, Total assets ($B): 0.016462236 · Participants: 220Ventura Coastal, LLC. 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ventura Coastal, LLC. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ventura Coastal, LLC. 401(k) Savings Plan side-by-side with 3 peers →

Ventura Coastal, LLC. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Freehold Cartage, Inc. 401(k) Plan in NJ ($16M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Ventura Coastal, LLC. 401(k) Savings Plan assets move in 2023? ▼
Ventura Coastal, LLC. 401(k) Savings Plan edged up modestly - up 4.2% during 2023, from $16M to $16M. Reported net income was $669K.
How have Ventura Coastal, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ventura Coastal, LLC.'s sponsor-wide assets grew 11.7%, from $17M to $19M.
Which 401(k) plans are similar in size to Ventura Coastal, LLC. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freehold Cartage, Inc. 401(k) Plan in NJ ($16M, 237 participants).
Which 401(k) plans cover a similar participant headcount to Ventura Coastal, LLC. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 800776276.

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.