Profit Sharing · DOL Form 5500 · 2023

Coastline Elderly Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
158
Participants Small participant base
47th
Percentile by assets National rank
$37,007
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coastline Employees 403(b) Plan · Sponsored by Coastline Elderly Services, Inc. · Massachusetts · Healthcare & Social Assistance

$6M in assets, 158 participants

Coastline Elderly Services, Inc.'s Coastline Employees 403(b) Plan reported $6M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,204 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Coastline Employees 403(b) Plan covers 158 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#9,204
in Healthcare & Social Assistance (17,684 peers)
+18.4%
assets growth YoY

Coastline Employees 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Coastline Employees 403(b) Plan vs every filed plan by assets

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

$5,847,045 47th percentile higher than 47% 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

Coastline Employees 403(b) 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. Coastline Employees 403(b) Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coastline Employees 403(b) Plan reported net income rose from $649K in the plan year 2022 filing to $911K in the plan year 2023 filing.
  • Coastline Employees 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Coastline Employees 403(b) Plan reported participants fell from 166 in the plan year 2022 filing to 158 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042622121 · Coastline Elderly Services, Inc. PY 2023 · Profit Sharing

Coastline Employees 403(b) Plan · $6M · 158 · 47th

  • PCT $6M
  • EIN 158
  • RANK 47th
  • PHOTO Profit Sharing
  • IND near Addicts Rehabiliation Center Retirement Plan and Trust
  • EOY ind #9204

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Coastline Employees 403(b) Plan in the asset neighbourhood

Randall Schmitt Dds PC Profit Sharing PlanRandall Schmitt Dds PC Profi…$6MMichael R. Kelson, D.D.S., PLLC Profit Sharing PlanMichael R. Kelson, D.D.S., P…$6MCoastline Employees 403(b) PlanCoastline Employees 403(b) P…$6MAddicts Rehabiliation Center Retirement Plan and TrustAddicts Rehabiliation Center…$6MSerralles Hotel, Inc Retirement Savings PlanSerralles Hotel, Inc Retirem…$6M
End-of-year total assets ($M) among Coastline Employees 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$911K
Employer EIN042622121
Plan Effective Date2014-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastline Elderly Services, Inc.)

Sponsor-wide plan assets over time

All Coastline Elderly Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 34.22100209239391% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.94M $6.63M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 166 $5M
2023 1 158 $6M
2024 1 174 $7M

Nearby Profit Sharing Plans in Massachusetts

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

Coastline Employees 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Coastline Employees 403(b) Plan, Total assets ($B): 0.005847045 · Participants: 158Coastline Employees 403(b) PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Coastline Employees 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Coastline Employees 403(b) Plan side-by-side with 3 peers →

Coastline Employees 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Addicts Rehabiliation Center Retirement Plan and Trust in NY ($6M); by covered participants it is Merchandise Warehouse Co., Inc. 401(k) Ps Plan in IN (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Coastline Employees 403(b) Plan assets move in 2023? ▼
Coastline Employees 403(b) Plan grew sharply - up 18.4% during 2023, from $5M to $6M. Reported net income was $911K.
How have Coastline Elderly Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastline Elderly Services, Inc.'s sponsor-wide assets grew 34.2%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Coastline Employees 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Addicts Rehabiliation Center Retirement Plan and Trust in NY ($6M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Coastline Employees 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Merchandise Warehouse Co., Inc. 401(k) Ps Plan in IN (158 participants, N/A 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 042622121.

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.