ESOP · DOL Form 5500 · 2023

Coast Heat Treating Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
29th
Percentile by assets National rank
$166,816
Avg per participant Above avg balance/head
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Official DOL plan name: Coast Heat Treating Company Employee Stock Ownership Plan · Sponsored by Coast Heat Treating Company · California · Manufacturing

$2M in assets, 11 participants

Coast Heat Treating Company's Coast Heat Treating Company Employee Stock Ownership Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,661 in Manufacturing (18,722 peers)

What the 2023 filing shows

Coast Heat Treating Company Employee Stock Ownership Plan holds $2M for 11 participants - about $166,816 per participant, in the lower half of filed plans by assets.

#2,661
in Manufacturing (18,722 peers)
-5.5%
assets change YoY

The plan reported a net loss of $107K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coast Heat Treating Company Employee Stock Ownership Plan among the smaller filed plans by assets

Coast Heat Treating Company Employee Stock Ownership Plan vs every filed plan by assets

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

$1,834,975 29th percentile higher than 29% 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

Coast Heat Treating Company Employee Stock Ownership 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. Coast Heat Treating Company Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coast Heat Treating Company Employee Stock Ownership Plan reported net income fell from -$82K in the plan year 2022 filing to -$107K in the plan year 2023 filing.
  • Coast Heat Treating Company Employee Stock Ownership Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Coast Heat Treating Company Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952578283 · Coast Heat Treating Company PY 2023 · ESOP

Coast Heat Treating Company Employee Stock Ownership Plan · $2M · 11 · 29th

  • VS-ST $2M
  • BOY 11
  • SCH 29th
  • EBSA ESOP
  • PART near Vermette Machine Company, Inc. Employee Stock Ownership Plan
  • TYPE ind #2661

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 What is an ESOP? → · Plans in California →

Coast Heat Treating Company Employee Stock Ownership Plan in the asset neighbourhood

Tpc Holdings, Inc. Employee Stock Ownership PlanTpc Holdings, Inc. Employee …$2MCoast Heat Treating Company Employee Stock Ownership PlanCoast Heat Treating Company …$2MVermette Machine Company, Inc. Employee Stock Ownership PlanVermette Machine Company, In…$2MLincoln Contractors Supply, Inc. Employee Stock Ownership PlanLincoln Contractors Supply, …$2MFerrer Mechanical Services Employee Stock Ownership PlanFerrer Mechanical Services E…$2M
End-of-year total assets ($M) among Coast Heat Treating Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$107K
Employer EIN952578283
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coast Heat Treating Company)

Sponsor-wide plan assets over time

All Coast Heat Treating Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.230955988615774% vs 2022
2024 filing year
$1.8M$1.85M$1.9M$1.95M$2M 202220232024 $1.94M $1.98M ▲ +2.1%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 11 $2M
2024 1 10 $2M

Nearby ESOP Plans in California

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

Coast Heat Treating Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Coast Heat Treating Company Employee Stock Ownership Plan, Total assets ($B): 0.001834975 · Participants: 11Coast Heat Treating Company Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Coast Heat Treating Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Coast Heat Treating Company Employee Stock Ownership Plan side-by-side with 3 peers →

Coast Heat Treating Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Vermette Machine Company, Inc. Employee Stock Ownership Plan in IN ($2M); by covered participants it is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Coast Heat Treating Company Employee Stock Ownership Plan assets move in 2023? ▼
Coast Heat Treating Company Employee Stock Ownership Plan pulled back noticeably - down 5.5% during 2023, from $2M to $2M. Reported net income was -$107K.
How have Coast Heat Treating Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coast Heat Treating Company's sponsor-wide assets grew 2.2%, from $2M to $2M.
Which ESOP plans are similar in size to Coast Heat Treating Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Vermette Machine Company, Inc. Employee Stock Ownership Plan in IN ($2M, 5 participants).
Which ESOP plans cover a similar participant headcount to Coast Heat Treating Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants, $4M 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 952578283.

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.