Profit Sharing · DOL Form 5500 · 2023

Coco Beach Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$337K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$168,705
Avg per participant Above avg balance/head
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Official DOL plan name: Coco Beach Ventures, Inc. Profit Sharing Plan · Sponsored by Coco Beach Ventures, Inc. · California · Professional & Technical Services

$337K in assets, 2 participants

Coco Beach Ventures, Inc.'s Coco Beach Ventures, Inc. Profit Sharing Plan reported $337K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,266 in Professional & Technical Services (20,321 peers)

Coco Beach Ventures, Inc. multi-year trail

Coco Beach Ventures, Inc.'s plans moved +28.8% in assets from 2022 to 2024; this filing shows Coco Beach Ventures, Inc. Profit Sharing Plan at $337K / 2 participants.

#2,266
in Professional & Technical Services (20,321 peers)
+1.9%
assets growth YoY

Coco Beach Ventures, Inc. Profit Sharing Plan among the smaller filed plans by assets

Coco Beach Ventures, Inc. Profit Sharing Plan vs every filed plan by assets

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

$337,410 15th percentile higher than 15% 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

Coco Beach Ventures, Inc. Profit Sharing 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. Coco Beach Ventures, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coco Beach Ventures, Inc. Profit Sharing Plan reported net income rose from $1K in the plan year 2022 filing to $6K in the plan year 2023 filing.
  • Coco Beach Ventures, Inc. Profit Sharing Plan end-of-year assets rose from $331K in the plan year 2022 filing to $337K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 471406854 · Coco Beach Ventures, Inc. PY 2023 · Profit Sharing

Coco Beach Ventures, Inc. Profit Sharing Plan · $337K · 2 · 15th

  • EIN $337K
  • RANK 2
  • PHOTO 15th
  • IND Profit Sharing
  • EOY near Advanced Packaging Corporation Profit Sharing Plan
  • 5500 ind #2266

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 Professional & Technical Services retirement plans → · Plans in California →

Coco Beach Ventures, Inc. Profit Sharing Plan in the asset neighbourhood

Coco Beach Ventures, Inc. Profit Sharing PlanCoco Beach Ventures, Inc. Pr…$337KAdvanced Packaging Corporation Profit Sharing PlanAdvanced Packaging Corporati…$337KGreene Printing and Marketing Corp. Retirement PlanGreene Printing and Marketin…$337KWide Gamut Graphics, Inc. Retirement PlanWide Gamut Graphics, Inc. Re…$337KTopline Holdings Inc. Retirement PlanTopline Holdings Inc. Retire…$337K
End-of-year total assets ($M) among Coco Beach Ventures, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Coco Beach Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coco Beach Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$426K 28.752035332465326% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.33M $0.43M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 2 $331K
2023 1 2 $337K
2024 1 2 $426K

Coco Beach Ventures, Inc. filing trail (2023)

Total Assets (Beginning of Year)$331K
Net Assets (End of Year)$337K
Net Income$6K
Employer EIN471406854
Plan Effective Date2014-07-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Coco Beach Ventures, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Coco Beach Ventures, Inc. Profit Sharing Plan, Total assets ($B): 0.00033741 · Participants: 2Coco Beach Ventures, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Coco Beach Ventures, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Coco Beach Ventures, Inc. Profit Sharing Plan side-by-side with 3 peers →

Coco Beach Ventures, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Advanced Packaging Corporation Profit Sharing Plan in NJ ($337K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Coco Beach Ventures, Inc. Profit Sharing Plan assets move in 2023? ▼
Coco Beach Ventures, Inc. Profit Sharing Plan edged up modestly - up 1.9% during 2023, from $331K to $337K. Reported net income was $6K.
How have Coco Beach Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coco Beach Ventures, Inc.'s sponsor-wide assets grew 28.8%, from $331K to $426K.
Where does Coco Beach Ventures, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Coco Beach Ventures, Inc. Profit Sharing Plan ranks in the 15th 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 Coco Beach Ventures, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Advanced Packaging Corporation Profit Sharing Plan in NJ ($337K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Coco Beach Ventures, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 471406854.

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.