401(k) · DOL Form 5500 · 2024
Coast Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Coast Mortgage Corporation 401(k) Plan and Trust · Sponsored by Coast Mortgage Corporation · Alaska · Finance & Insurance
$6M in assets, 4 participants
Coast Mortgage Corporation's Coast Mortgage Corporation 401(k) Plan and Trust reported $6M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #2,615 in Finance & Insurance (8,549 peers)
Coast Mortgage Corporation multi-year trail
Coast Mortgage Corporation's plans moved +27.4% in assets from 2022 to 2024; this filing shows Coast Mortgage Corporation 401(k) Plan and Trust at $6M / 4 participants.
- #2,615
- in Finance & Insurance (8,549 peers)
- +13.1%
- assets growth YoY
Coast Mortgage Corporation 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Coast Mortgage Corporation 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,883,489 45th percentile higher than 45% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Coast Mortgage Corporation 401(k) Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coast Mortgage Corporation 401(k) Plan and Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coast Mortgage Corporation 401(k) Plan and Trust reported net income rose from $585K in the plan year 2023 filing to $679K in the plan year 2024 filing.
- Coast Mortgage Corporation 401(k) Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 454508928 · Coast Mortgage Corporation PY 2024 · 401(k)
Coast Mortgage Corporation 401(k) Plan and Trust · $6M · 4 · 45th
- BOOK $6M
- BOOK 4
- BOOK 45th
- BOOK 401(k)
- BOOK near Mayo Employees Federal Credit Union 401(k) Plan
- BOOK ind #2615
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 Finance & Insurance retirement plans → · Plans in Alaska →
Coast Mortgage Corporation 401(k) Plan and Trust in the asset neighbourhood
Coast Mortgage Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Coast Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 27.38089155315994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $5M |
| 2023 | 1 | 4 | $5M |
| 2024 | 1 | 4 | $6M |
Coast Mortgage Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $679K |
| Employer EIN | 454508928 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alaska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Arctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan $1.5B · 15,504
- Gainwell Technologies 401(k) Plan $691M · 10,917
- Cook Inlet Region 401(k) Retirement Plan $589M · 5,189
- Bristol Bay Native Corporation 401(k) Savings Plan $480M · 5,230
- Chenega Corporation 401(k) Profit Sharing Plan and Trust $451M · 7,277
Coast Mortgage Corporation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Alaska, the nearest 401(k) by assets is Mayo Employees Federal Credit Union 401(k) Plan in MN ($6M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.