401(k) · DOL Form 5500 · 2024

Coastal Cardiovascular Consult 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
23
Participants Small participant base
66th
Percentile by assets National rank
$718,274
Avg per participant High balance/head
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Official DOL plan name: Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust · Sponsored by Coastal Cardiovascular Consult · New Jersey · Professional & Technical Services

$17M in assets, 23 participants

Coastal Cardiovascular Consult's Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust reported $17M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,222 in Professional & Technical Services (20,173 peers)

Coastal Cardiovascular Consult multi-year trail

Coastal Cardiovascular Consult's plans moved +46.2% in assets from 2022 to 2024; this filing shows Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust at $17M / 23 participants.

#13,222
in Professional & Technical Services (20,173 peers)
+20.5%
assets growth YoY

Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$16,520,310 Top 34% higher than 66% 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 Cardiovascular Consult 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 Cardiovascular Consult 401(k) Profit Sharing Plan & Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust reported participants rose from 21 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 223516931 · Coastal Cardiovascular Consult PY 2024 · 401(k)

Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust · $17M · 23 · 66th

  • NET $17M
  • NET 23
  • NET 66th
  • NET 401(k)
  • NET near Generate Biomedicines, Inc 401(k) Plan
  • NET ind #13222

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 New Jersey →

Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & TrustCoastal Cardiovascular Consu…$17MGenerate Biomedicines, Inc 401(k) PlanGenerate Biomedicines, Inc 4…$17MForstrom Bancorporation 401(k) Plan and TrustForstrom Bancorporation 401(…$17MSummers-Taylor, Inc 401(k) Retirement PlanSummers-Taylor, Inc 401(k) R…$17MBcei 401(k) Plan$17M
End-of-year total assets ($M) among Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Coastal Cardiovascular Consult multi-year asset trail

Sponsor-wide plan assets over time

All Coastal Cardiovascular Consult plans reported in each filing year

Latest sponsor-wide plan assets
$17M 46.174537262747336% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $16.5M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 22 $11M
2023 1 21 $14M
2024 1 23 $17M

Coastal Cardiovascular Consult filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN223516931
Plan Effective Date1998-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.01652031 · Participants: 23Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Generate Biomedicines, Inc 401(k) Plan in MA ($17M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Cardiovascular Consult 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust grew sharply - up 20.5% during 2024, from $14M to $17M. Reported net income was $3M.
How have Coastal Cardiovascular Consult plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Cardiovascular Consult's sponsor-wide assets grew 46.2%, from $11M to $17M.
Which 401(k) plans are similar in size to Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Generate Biomedicines, Inc 401(k) Plan in MA ($17M, 286 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Cardiovascular Consult 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 223516931.

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.