401(k) · DOL Form 5500 · 2023

Coastal Forest Resources Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
69
Participants Small participant base
53rd
Percentile by assets National rank
$111,077
Avg per participant Below avg balance/head
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Official DOL plan name: Coastal Forest Resources Company Retirement Income Savings Plan · Sponsored by Coastal Forest Resources Company · Florida · Manufacturing

$8M in assets, 69 participants

Coastal Forest Resources Company's Coastal Forest Resources Company Retirement Income Savings Plan reported $8M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #7,045 in Manufacturing (18,722 peers)

What the 2023 filing shows

Coastal Forest Resources Company Retirement Income Savings Plan holds $8M for 69 participants - about $111,077 per participant, above the median plan by assets.

#7,045
in Manufacturing (18,722 peers)
+2.1%
assets growth YoY

Coastal Forest Resources Company Retirement Income Savings Plan's mid-pack asset rank among Manufacturing and all filers

Coastal Forest Resources Company Retirement Income Savings Plan vs every filed plan by assets

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

$7,664,288 Top 47% higher than 53% 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 Forest Resources Company Retirement Income Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coastal Forest Resources Company Retirement Income Savings Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coastal Forest Resources Company Retirement Income Savings Plan reported net income rose from -$18M in the plan year 2022 filing to $157K in the plan year 2023 filing.
  • Coastal Forest Resources Company Retirement Income Savings Plan reported participants fell from 599 in the plan year 2022 filing to 69 in the plan year 2023 filing.
  • Coastal Forest Resources Company Retirement Income Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561274448 · Coastal Forest Resources Company PY 2023 · 401(k)

Coastal Forest Resources Company Retirement Income Savings Plan · $8M · 69 · 53rd

  • EBSA $8M
  • PART 69
  • TYPE 53rd
  • NET 401(k)
  • BOOK near Beaty Chevrolet Company 401(k) Plan
  • VS-ST ind #7045

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 Florida →

Coastal Forest Resources Company Retirement Income Savings Plan in the asset neighbourhood

Coastal Forest Resources Company Retirement Income Savings PlanCoastal Forest Resources Com…$8MBeaty Chevrolet Company 401(k) PlanBeaty Chevrolet Company 401(…$8MP.B. Bell Companies 401(k) Profit Sharing PlanP.B. Bell Companies 401(k) P…$8MKissito Healthcare 401(k) PlanKissito Healthcare 401(k) Pl…$8MTrotter, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Coastal Forest Resources Company Retirement Income Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$157K
Employer EIN561274448
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Forest Resources Company)

Sponsor-wide plan assets over time

All Coastal Forest Resources Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 2.0941026087100156% vs 2022
2023 filing year
$7.45M$7.5M$7.55M$7.6M$7.65M$7.7M 20222023 $7.51M $7.66M ▲ +2.0%
Year Plans Participants Total Assets
2022 1 599 $8M
2023 1 69 $8M

Nearby 401(k) Plans in Florida

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

Coastal Forest Resources Company Retirement Income Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Coastal Forest Resources Company Retirement Income Savings Plan, Total assets ($B): 0.007664288 · Participants: 69Coastal Forest Resources Company Retirement Income Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Coastal Forest Resources Company Retirement Income Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Coastal Forest Resources Company Retirement Income Savings Plan side-by-side with 3 peers →

Coastal Forest Resources Company Retirement Income Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Beaty Chevrolet Company 401(k) Plan in TN ($8M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Forest Resources Company Retirement Income Savings Plan assets move in 2023? ▼
Coastal Forest Resources Company Retirement Income Savings Plan edged up modestly - up 2.1% during 2023, from $8M to $8M. Reported net income was $157K.
How have Coastal Forest Resources Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Coastal Forest Resources Company's sponsor-wide assets grew 2.1%, from $8M to $8M.
Which 401(k) plans are similar in size to Coastal Forest Resources Company Retirement Income Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beaty Chevrolet Company 401(k) Plan in TN ($8M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Forest Resources Company Retirement Income Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M 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 561274448.

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.