401(k) · DOL Form 5500 · 2024

Coach Road Capital, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
278
Participants Below avg headcount
26th
Percentile by assets National rank
$5,115
Avg per participant Low balance/head
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Official DOL plan name: US Retail, Inc. 401(k) Plan · Sponsored by Coach Road Capital, LLC · Michigan · Retail Trade

$1M in assets, 278 participants

Coach Road Capital, LLC's US Retail, Inc. 401(k) Plan reported $1M in total assets and 278 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,118 in Retail Trade (8,048 peers)

Coverage in Michigan

US Retail, Inc. 401(k) Plan covers 278 participants in Michigan, about 44% of the average Michigan filer (state average ~638 per filing). Assets: $1M.

#3,118
in Retail Trade (8,048 peers)
+27.1%
assets growth YoY

US Retail, Inc. 401(k) Plan among the smaller filed plans by assets

US Retail, Inc. 401(k) Plan vs every filed plan by assets

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

$1,421,964 26th percentile higher than 26% 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

US Retail, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. US Retail, Inc. 401(k) Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • US Retail, Inc. 401(k) Plan reported participants rose from 198 in the plan year 2023 filing to 278 in the plan year 2024 filing.
  • US Retail, Inc. 401(k) Plan reported net income rose from $230K in the plan year 2023 filing to $303K in the plan year 2024 filing.
  • US Retail, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 862859607 · Coach Road Capital, LLC PY 2024 · 401(k)

US Retail, Inc. 401(k) Plan · $1M · 278 · 26th

  • ASSETS $1M
  • ASSETS 278
  • ASSETS 26th
  • ASSETS 401(k)
  • ASSETS near Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #3118

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 Michigan →

US Retail, Inc. 401(k) Plan in the asset neighbourhood

US Retail, Inc. 401(k) Plan$1MHon Yu, M.D., Inc. 401(k) Profit Sharing PlanHon Yu, M.D., Inc. 401(k) Pr…$1MNoel D. Tallon, Cpa, PC Safe Harbor 401(k) PlanNoel D. Tallon, Cpa, PC Safe…$1MMilwaukee Anesthesiology Consultants, Ltd 401(k) Profit Sharing PlanMilwaukee Anesthesiology Con…$1MSusan a. Cascino, Dds, P.C. 401(k) Plan & TrustSusan a. Cascino, Dds, P.C. …$1M
End-of-year total assets ($M) among US Retail, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$303K
Employer EIN862859607
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coach Road Capital, LLC)

Sponsor-wide plan assets over time

All Coach Road Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 60.0245782367816% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.89M $1.42M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 198 $889K
2023 1 198 $1M
2024 1 278 $1M

Nearby 401(k) Plans in Michigan

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

US Retail, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants US Retail, Inc. 401(k) Plan, Total assets ($B): 0.001421964 · Participants: 278US Retail, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
US Retail, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare US Retail, Inc. 401(k) Plan side-by-side with 3 peers →

US Retail, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Evidera 401(k) Plan in MD (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 US Retail, Inc. 401(k) Plan assets move in 2024? ▼
US Retail, Inc. 401(k) Plan grew sharply - up 27.1% during 2024, from $1M to $1M. Reported net income was $303K.
How have Coach Road Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coach Road Capital, LLC's sponsor-wide assets grew 60.0%, from $889K to $1M.
Which 401(k) plans are similar in size to US Retail, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan in CA ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to US Retail, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Evidera 401(k) Plan in MD (278 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 862859607.

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.