401(k) · DOL Form 5500 · 2023

Coastal Ridge Management LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
496
Participants Below avg headcount
63rd
Percentile by assets National rank
$24,609
Avg per participant Low balance/head
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Official DOL plan name: Coastal Ridge Real Estate Partners 401(k) Plan · Sponsored by Coastal Ridge Management LLC · Ohio · Real Estate

$12M in assets, 496 participants

Coastal Ridge Management LLC's Coastal Ridge Real Estate Partners 401(k) Plan reported $12M in total assets and 496 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.

  • #3,758 in Real Estate (4,727 peers)

Coastal Ridge Management LLC multi-year trail

Coastal Ridge Management LLC's plans moved +88.2% in assets from 2022 to 2024; this filing shows Coastal Ridge Real Estate Partners 401(k) Plan at $12M / 496 participants.

#3,758
in Real Estate (4,727 peers)
+58.0%
assets growth YoY

Coastal Ridge Real Estate Partners 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Coastal Ridge Real Estate Partners 401(k) Plan vs every filed plan by assets

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

$12,206,005 Top 37% higher than 63% 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 Ridge Real Estate Partners 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 Ridge Real Estate Partners 401(k) Plan sits mid-pack in the medium band (496 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coastal Ridge Real Estate Partners 401(k) Plan reported net income rose from $916K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Coastal Ridge Real Estate Partners 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Coastal Ridge Real Estate Partners 401(k) Plan reported participants rose from 444 in the plan year 2022 filing to 496 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 475152254 · Coastal Ridge Management LLC PY 2023 · 401(k)

Coastal Ridge Real Estate Partners 401(k) Plan · $12M · 496 · 63rd

  • NET $12M
  • BOOK 496
  • VS-ST 63rd
  • BOY 401(k)
  • SCH near Lueder, Larkin & Hunter, LLC 401(k) Profit Sharing Plan and Trust
  • EBSA ind #3758

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 Ohio →

Coastal Ridge Real Estate Partners 401(k) Plan in the asset neighbourhood

Coastal Ridge Real Estate Partners 401(k) PlanCoastal Ridge Real Estate Pa…$12MLueder, Larkin & Hunter, LLC 401(k) Profit Sharing Plan and TrustLueder, Larkin & Hunter, LLC…$12MArkansas Central Primary Care PLLC 401(k) PlanArkansas Central Primary Car…$12MArcher Education, Inc. 401(k) PlanArcher Education, Inc. 401(k…$12MSmoky Mountain Home Health & Hospice, Inc. 401(k) Profit Sharing PlanSmoky Mountain Home Health &…$12M
End-of-year total assets ($M) among Coastal Ridge Real Estate Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Coastal Ridge Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Coastal Ridge Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 88.16897630709181% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.73M $14.5M ▲ +88.1%
Year Plans Participants Total Assets
2022 1 444 $8M
2023 1 496 $12M
2024 1 539 $15M

Coastal Ridge Management LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$5M
Employer EIN475152254
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Coastal Ridge Real Estate Partners 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Coastal Ridge Real Estate Partners 401(k) Plan, Total assets ($B): 0.012206005 · Participants: 496Coastal Ridge Real Estate Partners 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Coastal Ridge Real Estate Partners 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Coastal Ridge Real Estate Partners 401(k) Plan side-by-side with 3 peers →

Coastal Ridge Real Estate Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Lueder, Larkin & Hunter, LLC 401(k) Profit Sharing Plan and Trust in GA ($12M); by covered participants it is Slakey Brothers, Inc. Profit Sharing 401(k) Plan in CA (496 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (496 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 Ridge Real Estate Partners 401(k) Plan assets move in 2023? ▼
Coastal Ridge Real Estate Partners 401(k) Plan surged - up 58.0% during 2023, from $8M to $12M. Reported net income was $5M.
How have Coastal Ridge Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Ridge Management LLC's sponsor-wide assets grew 88.2%, from $8M to $15M.
Which 401(k) plans are similar in size to Coastal Ridge Real Estate Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lueder, Larkin & Hunter, LLC 401(k) Profit Sharing Plan and Trust in GA ($12M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Ridge Real Estate Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slakey Brothers, Inc. Profit Sharing 401(k) Plan in CA (496 participants, $41M 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 475152254.

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.