401(k) · DOL Form 5500 · 2024

Coastal Botanics LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
21
Participants Small participant base
24th
Percentile by assets National rank
$52,096
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Coastal Botanics LLC · Florida · Retail Trade

$1M in assets, 21 participants

Coastal Botanics LLC's Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,912 in Retail Trade (8,048 peers)

Coastal Botanics LLC multi-year trail

Coastal Botanics LLC's plans moved +112.9% in assets from 2022 to 2024; this filing shows Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust at $1M / 21 participants.

#2,912
in Retail Trade (8,048 peers)
+49.6%
assets growth YoY

Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,094,026 24th percentile higher than 24% of 123,620 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 2024

Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $218K in the plan year 2023 filing to $363K in the plan year 2024 filing.
  • Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $731K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 20 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 451057435 · Coastal Botanics LLC PY 2024 · 401(k)

Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust · $1M · 21 · 24th

  • 5500 $1M
  • ASSETS 21
  • PCT 24th
  • EIN 401(k)
  • RANK near Just Care Home Care 401(k) Plan
  • PHOTO ind #2912

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 Retail Trade retirement plans → · Plans in Florida →

Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Coastal Botanics LLC 401(k) Profit Sharing Plan & TrustCoastal Botanics LLC 401(k) …$1MJust Care Home Care 401(k) PlanJust Care Home Care 401(k) P…$1MRocky Mountain Waste Solutions Inc. Retirement PlanRocky Mountain Waste Solutio…$1MBarry H. Buchanan, D.D.S 401(k) Profit Sharing PlanBarry H. Buchanan, D.D.S 401…$1MPrimary Care Pediatrics and Family Medicine PC 401(k) PlanPrimary Care Pediatrics and …$1M
End-of-year total assets ($M) among Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Coastal Botanics LLC multi-year asset trail

Sponsor-wide plan assets over time

All Coastal Botanics LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 112.88280049035824% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.51M $1.09M ▲ +113.7%
Year Plans Participants Total Assets
2022 1 22 $514K
2023 1 20 $731K
2024 1 21 $1M

Coastal Botanics LLC filing trail (2024)

Total Assets (Beginning of Year)$731K
Net Assets (End of Year)$1M
Net Income$363K
Employer EIN451057435
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001094026 · Participants: 21Coastal Botanics LLC 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Just Care Home Care 401(k) Plan in NY ($1M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust surged - up 49.6% during 2024, from $731K to $1M. Reported net income was $363K.
How have Coastal Botanics LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Botanics LLC's sponsor-wide assets grew 112.9%, from $514K to $1M.
Where does Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Just Care Home Care 401(k) Plan in NY ($1M, 1,267 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Botanics LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 451057435.

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.