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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2023→2024 release diff →

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 401(k) Plan and TrustCoast Mortgage Corporation 4…$6MMayo Employees Federal Credit Union 401(k) PlanMayo Employees Federal Credi…$6MUnited Way of New York City 401(k) PlanUnited Way of New York City …$6MNational Arbitration & Mediation LLC 401(k) PlanNational Arbitration & Media…$6MJ.M. Fahey Construction Company 401(k) PlanJ.M. Fahey Construction Comp…$6M
End-of-year total assets ($M) among Coast Mortgage Corporation 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.62M $5.88M ▲ +27.3%
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 EIN454508928
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alaska

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

Coast Mortgage Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Coast Mortgage Corporation 401(k) Plan and Trust, Total assets ($B): 0.005883489 · Participants: 4Coast Mortgage Corporation 401(k) Plan and TrustArctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan, Total assets ($B): 1.494164492 · Participants: 15504Arctic Slope Regional Corporation and Subsidiaries Employees Retirement PlanGainwell Technologies 401(k) Plan, Total assets ($B): 0.691328589 · Participants: 10917Gainwell Technologies 401(k) PlanCook Inlet Region 401(k) Retirement Plan, Total assets ($B): 0.58939182 · Participants: 5189Cook Inlet Region 401(k) Retirement PlanBristol Bay Native Corporation 401(k) Savings Plan, Total assets ($B): 0.479807729 · Participants: 5230Bristol Bay Native Corporation 401(k) Savings PlanChenega Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.451431857 · Participants: 7277Chenega Corporation 401(k) Profit Sharing Plan and Trust
Coast Mortgage Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Alaska, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Coast Mortgage Corporation 401(k) Plan and Trust assets move in 2024?
Coast Mortgage Corporation 401(k) Plan and Trust grew at a solid clip - up 13.1% during 2024, from $5M to $6M. Reported net income was $679K.
How have Coast Mortgage Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Coast Mortgage Corporation's sponsor-wide assets grew 27.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Coast Mortgage Corporation 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Mayo Employees Federal Credit Union 401(k) Plan in MN ($6M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Coast Mortgage Corporation 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).