401(k) · DOL Form 5500 · 2024

Coastal Window Designs, Inc. 401(k) Plan

Data updated 2026-08-25

$52K
Total assets Small plan by assets
2
Participants Small participant base
4th
Percentile by assets National rank
$25,840
Avg per participant Low balance/head
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Official DOL plan name: Coastal Window Designs, Inc. 401(k) Profit Sharing Plan · Sponsored by Coastal Window Designs, Inc. · North Carolina · Retail Trade

$52K in assets, 2 participants

Coastal Window Designs, Inc.'s Coastal Window Designs, Inc. 401(k) Profit Sharing Plan reported $52K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 4th 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.

  • #474 in Retail Trade (8,048 peers)

Coastal Window Designs, Inc. multi-year trail

Coastal Window Designs, Inc.'s plans moved +127.8% in assets from 2022 to 2024; this filing shows Coastal Window Designs, Inc. 401(k) Profit Sharing Plan at $52K / 2 participants.

#474
in Retail Trade (8,048 peers)
-6.9%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coastal Window Designs, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Coastal Window Designs, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$51,680 4th percentile higher than 4% 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 Window Designs, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coastal Window Designs, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coastal Window Designs, Inc. 401(k) Profit Sharing Plan reported net income fell from $33K in the plan year 2023 filing to -$4K in the plan year 2024 filing.
  • Coastal Window Designs, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $56K in the plan year 2023 filing to $52K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 841988677 · Coastal Window Designs, Inc. PY 2024 · 401(k)

Coastal Window Designs, Inc. 401(k) Profit Sharing Plan · $52K · 2 · 4th

  • EOY $52K
  • EOY 2
  • EOY 4th
  • EOY 401(k)
  • EOY near Indirect Cost Consultants Inc. 401(k) Plan
  • EOY ind #474

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 North Carolina →

Coastal Window Designs, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Coastal Window Designs, Inc. 401(k) Profit Sharing PlanCoastal Window Designs, Inc.…$52KIndirect Cost Consultants Inc. 401(k) PlanIndirect Cost Consultants In…$52KIvybrook 401(k)$52KDrm Group Co. 401(k) Plan$52KBdh, Inc. 401(k) Plan$52K
End-of-year total assets ($M) among Coastal Window Designs, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Coastal Window Designs, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coastal Window Designs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52K 127.82578028566391% vs 2022
2024 filing year
$0M$0.02M$0.04M$0.06M$0.08M 202220232024 $0.02M $0.05M ▲ +150.0%
Year Plans Participants Total Assets
2022 1 2 $23K
2023 1 2 $56K
2024 1 2 $52K

Coastal Window Designs, Inc. filing trail (2024)

Total Assets (Beginning of Year)$56K
Net Assets (End of Year)$52K
Net Income-$4K
Employer EIN841988677
Plan Effective Date2019-06-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Coastal Window Designs, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Coastal Window Designs, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00005168 · Participants: 2Coastal Window Designs, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Coastal Window Designs, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Coastal Window Designs, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Coastal Window Designs, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Indirect Cost Consultants Inc. 401(k) Plan in MN ($52K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Window Designs, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Coastal Window Designs, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 6.9% during 2024, from $56K to $52K. Reported net income was -$4K.
How have Coastal Window Designs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Window Designs, Inc.'s sponsor-wide assets grew 127.8%, from $23K to $52K.
Where does Coastal Window Designs, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Coastal Window Designs, Inc. 401(k) Profit Sharing Plan ranks in the 4th 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 Window Designs, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Indirect Cost Consultants Inc. 401(k) Plan in MN ($52K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Coastal Window Designs, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 841988677.

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.