401(k) · DOL Form 5500 · 2023

Coastal Coffee Roasters Inc. 401(k) Plan

Data updated 2026-08-25

$156K
Total assets Small plan by assets
10
Participants Small participant base
9th
Percentile by assets National rank
$15,599
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coastal Coffee Roasters Inc. 401(k) Plan · Sponsored by Coastal Coffee Roasters Inc. · South Carolina · Manufacturing

$156K in assets, 10 participants

Coastal Coffee Roasters Inc.'s Coastal Coffee Roasters Inc. 401(k) Plan reported $156K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #647 in Manufacturing (18,722 peers)

Coastal Coffee Roasters Inc. multi-year trail

Coastal Coffee Roasters Inc.'s plans moved +110.9% in assets from 2022 to 2024; this filing shows Coastal Coffee Roasters Inc. 401(k) Plan at $156K / 10 participants.

#647
in Manufacturing (18,722 peers)
+47.7%
assets growth YoY

Coastal Coffee Roasters Inc. 401(k) Plan among the smaller filed plans by assets

Coastal Coffee Roasters Inc. 401(k) Plan vs every filed plan by assets

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

$155,993 9th percentile higher than 9% 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 Coffee Roasters Inc. 401(k) 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 Coffee Roasters Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coastal Coffee Roasters Inc. 401(k) Plan reported net income rose from $34K in the plan year 2022 filing to $50K in the plan year 2023 filing.
  • Coastal Coffee Roasters Inc. 401(k) Plan end-of-year assets rose from $106K in the plan year 2022 filing to $156K in the plan year 2023 filing.
  • Coastal Coffee Roasters Inc. 401(k) Plan reported participants rose from 8 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 274028379 · Coastal Coffee Roasters Inc. PY 2023 · 401(k)

Coastal Coffee Roasters Inc. 401(k) Plan · $156K · 10 · 9th

  • PCT $156K
  • EIN 10
  • RANK 9th
  • PHOTO 401(k)
  • IND near Maiogan Insurance Agency Retirement Plan
  • EOY ind #647

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 South Carolina →

Coastal Coffee Roasters Inc. 401(k) Plan in the asset neighbourhood

Coastal Coffee Roasters Inc. 401(k) PlanCoastal Coffee Roasters Inc.…$156KMaiogan Insurance Agency Retirement PlanMaiogan Insurance Agency Ret…$156KAhiegel Corp. 401(k) Profit Sharing PlanAhiegel Corp. 401(k) Profit …$156KTrilly's, Inc. 401(k) Profit Sharing PlanTrilly's, Inc. 401(k) Profit…$156KFuture There 401(k)$156K
End-of-year total assets ($M) among Coastal Coffee Roasters Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Coastal Coffee Roasters Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coastal Coffee Roasters Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$223K 110.90167193683374% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.11M $0.22M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 8 $106K
2023 3 26 $283K
2024 1 9 $223K

Coastal Coffee Roasters Inc. filing trail (2023)

Total Assets (Beginning of Year)$106K
Net Assets (End of Year)$156K
Net Income$50K
Employer EIN274028379
Plan Effective Date2010-11-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Coastal Coffee Roasters Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Coastal Coffee Roasters Inc. 401(k) Plan, Total assets ($B): 0.000155993 · Participants: 10Coastal Coffee Roasters Inc. 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Coastal Coffee Roasters Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Coastal Coffee Roasters Inc. 401(k) Plan side-by-side with 3 peers →

Coastal Coffee Roasters Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Maiogan Insurance Agency Retirement Plan in IL ($156K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Coffee Roasters Inc. 401(k) Plan assets move in 2023? ▼
Coastal Coffee Roasters Inc. 401(k) Plan surged - up 47.7% during 2023, from $106K to $156K. Reported net income was $50K.
How have Coastal Coffee Roasters Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Coffee Roasters Inc.'s sponsor-wide assets grew 110.9%, from $106K to $223K.
Where does Coastal Coffee Roasters Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Coastal Coffee Roasters Inc. 401(k) Plan ranks in the 9th 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 401(k) plans are similar in size to Coastal Coffee Roasters Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maiogan Insurance Agency Retirement Plan in IL ($156K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Coffee Roasters Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 274028379.

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.