401(k) · DOL Form 5500 · 2023
Coastal Carolina Health Care, P.a. 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 398
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $158,223
- Avg per participant Above avg balance/head
Official DOL plan name: Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan · Sponsored by Coastal Carolina Health Care, P.a. · North Carolina · Healthcare & Social Assistance
$63M in assets, 398 participants
Coastal Carolina Health Care, P.a.'s Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan reported $63M in total assets and 398 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,834 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan covers 398 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $63M.
- #15,834
- in Healthcare & Social Assistance (17,684 peers)
- +14.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan's outsized position by total assets
Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$62,972,877 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan sits mid-pack in the medium band (398 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan reported participants fell from 404 in the plan year 2022 filing to 398 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 562054060 · Coastal Carolina Health Care, P.a. PY 2023 · 401(k)
Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan · $63M · 398 · 88th
- BOOK $63M
- BOOK 398
- BOOK 88th
- BOOK 401(k)
- BOOK near New York Mets Employee Savings Plan
- BOOK ind #15834
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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →
Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $8M |
| Employer EIN | 562054060 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coastal Carolina Health Care, P.a.)
Sponsor-wide plan assets over time
All Coastal Carolina Health Care, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 30.692677410234666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 404 | $55M |
| 2023 | 1 | 398 | $63M |
| 2024 | 1 | 425 | $72M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Coastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is New York Mets Employee Savings Plan in NY ($63M); by covered participants it is Verbal Beginnings LLC 401(k) Plan in MD (398 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
Similar participant headcount
Nearest other-state filings by covered participants (398 participants); asset peers above are excluded.
- Verbal Beginnings LLC 401(k) Plan (MD) 398 · 0 off
- The International Companies Savings and Profit Sharing Plan (MO) 398 · 0 off
- Vistex, Inc. 401(k) Profit Sharing Plan (IL) 398 · 0 off
- Center for Internet Security 401(k) Plan (NY) 398 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.