Profit Sharing · DOL Form 5500 · 2023

Coastal Bend Capital Inc. Profit Sharing Plan

Data updated 2026-08-25

$981K
Total assets Small plan by assets
8
Participants Small participant base
23rd
Percentile by assets National rank
$122,571
Avg per participant Near avg balance/head
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Official DOL plan name: Coastal Bend Capital Inc. Retirement Plan · Sponsored by Coastal Bend Capital Inc. · Texas · Administrative & Support Services

$981K in assets, 8 participants

Coastal Bend Capital Inc.'s Coastal Bend Capital Inc. Retirement Plan reported $981K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,041 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Coastal Bend Capital Inc. Retirement Plan ranks #2,041 of 4,372 2023 filers by assets (2942% of the sector average)-$981K for 8 participants.

#2,041
in Administrative & Support Services (4,372 peers)
+86.4%
assets growth YoY

Coastal Bend Capital Inc. Retirement Plan among the smaller filed plans by assets

Coastal Bend Capital Inc. Retirement Plan vs every filed plan by assets

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

$980,567 23rd percentile higher than 23% 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 Bend Capital Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coastal Bend Capital Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coastal Bend Capital Inc. Retirement Plan reported net income rose from $91K in the plan year 2022 filing to $454K in the plan year 2023 filing.
  • Coastal Bend Capital Inc. Retirement Plan end-of-year assets rose from $526K in the plan year 2022 filing to $981K in the plan year 2023 filing.
  • Coastal Bend Capital Inc. Retirement Plan reported participants fell from 10 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 474099356 · Coastal Bend Capital Inc. PY 2023 · Profit Sharing

Coastal Bend Capital Inc. Retirement Plan · $981K · 8 · 23rd

  • SCH $981K
  • EBSA 8
  • PART 23rd
  • TYPE Profit Sharing
  • NET near Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan
  • BOOK ind #2041

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 Administrative & Support Services retirement plans → · Plans in Texas →

Coastal Bend Capital Inc. Retirement Plan in the asset neighbourhood

Coastal Bend Capital Inc. Retirement PlanCoastal Bend Capital Inc. Re…$981KTerrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps PlanTerrell P.Winkler, M.D.,P.a.…$980KE. Mike Vasilomanolakis, M.D., Inc. Profit Sharing PlanE. Mike Vasilomanolakis, M.D…$981KCunningham & Associates Profit Sharing PlanCunningham & Associates Prof…$980KPatrick Joseph Dineen Profit Sharing PlanPatrick Joseph Dineen Profit…$981K
End-of-year total assets ($M) among Coastal Bend Capital Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$526K
Net Assets (End of Year)$981K
Net Income$454K
Employer EIN474099356
Plan Effective Date2015-05-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Bend Capital Inc.)

Sponsor-wide plan assets over time

All Coastal Bend Capital Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 99.26835944479716% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.53M $1.05M ▲ +98.1%
Year Plans Participants Total Assets
2022 1 10 $526K
2023 1 8 $981K
2024 1 7 $1M

Nearby Profit Sharing Plans in Texas

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

Coastal Bend Capital Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Coastal Bend Capital Inc. Retirement Plan, Total assets ($B): 0.000980567 · Participants: 8Coastal Bend Capital Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Coastal Bend Capital Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Coastal Bend Capital Inc. Retirement Plan side-by-side with 3 peers →

Coastal Bend Capital Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan in FL ($980K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Bend Capital Inc. Retirement Plan assets move in 2023? ▼
Coastal Bend Capital Inc. Retirement Plan surged - up 86.4% during 2023, from $526K to $981K. Reported net income was $454K.
How have Coastal Bend Capital Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Bend Capital Inc.'s sponsor-wide assets grew 99.3%, from $526K to $1M.
Where does Coastal Bend Capital Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Coastal Bend Capital Inc. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Coastal Bend Capital Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Terrell P.Winkler, M.D.,P.a. Sb Flexible Prototype Ps Plan in FL ($980K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Coastal Bend Capital Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 474099356.

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.