ESOP · DOL Form 5500 · 2024

California Coast University ESOP

Data updated 2026-08-25

$61M
Total assets Below avg plan size
27
Participants Small participant base
86th
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: California Coast University Employee Stock Ownership Plan · Sponsored by California Coast University · California · Educational Services

$61M in assets, 27 participants

California Coast University's California Coast University Employee Stock Ownership Plan reported $61M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,743 in Educational Services (3,638 peers)

Where California Coast University Employee Stock Ownership Plan sits by assets

California Coast University Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $61M for 27 participants (~$2.3M/participant), up 23.9% in 2024.

#2,743
in Educational Services (3,638 peers)
+23.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

California Coast University Employee Stock Ownership Plan's outsized position by total assets

California Coast University Employee Stock Ownership Plan vs every filed plan by assets

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

$61,200,107 Top 14% higher than 86% 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

California Coast University Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Coast University Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Coast University Employee Stock Ownership Plan end-of-year assets rose from $49M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • California Coast University Employee Stock Ownership Plan reported participants rose from 26 in the plan year 2023 filing to 27 in the plan year 2024 filing.
  • California Coast University Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952836948 · California Coast University PY 2024 · ESOP

California Coast University Employee Stock Ownership Plan · $61M · 27 · 86th

  • BOOK $61M
  • VS-ST 27
  • BOY 86th
  • SCH ESOP
  • EBSA near J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust
  • PART ind #2743

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 What is an ESOP? → · Plans in California →

California Coast University Employee Stock Ownership Plan in the asset neighbourhood

Lerch Bates Inc. Employee Stock Ownership Plan and TrustLerch Bates Inc. Employee St…$61MFlynn Burner Corporation Employee Stock Ownership Plan & TrustFlynn Burner Corporation Emp…$61MJ&r Schugel Trucking, Inc. Employee Stock Ownership Plan and TrustJ&r Schugel Trucking, Inc. E…$61MCalifornia Coast University Employee Stock Ownership PlanCalifornia Coast University …$61MMidway Ford Truck Center, Inc. Employee Stock Ownership PlanMidway Ford Truck Center, In…$61M
End-of-year total assets ($M) among California Coast University Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$45M
Net Income$12M
Employer EIN952836948
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Coast University)

Sponsor-wide plan assets over time

All California Coast University plans reported in each filing year

Latest sponsor-wide plan assets
$61M 62.7662420212766% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.6M $61.2M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 27 $38M
2023 1 26 $49M
2024 1 27 $61M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

California Coast University Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants California Coast University Employee Stock Ownership Plan, Total assets ($B): 0.061200107 · Participants: 27California Coast University Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
California Coast University Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare California Coast University Employee Stock Ownership Plan side-by-side with 3 peers →

California Coast University Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust in MN ($61M); by covered participants it is Site Supply Employee Stock Ownership Plan in OH (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 California Coast University Employee Stock Ownership Plan assets move in 2024? ▼
California Coast University Employee Stock Ownership Plan grew sharply - up 23.9% during 2024, from $49M to $61M. Reported net income was $12M.
How have California Coast University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Coast University's sponsor-wide assets grew 62.8%, from $38M to $61M.
Where does California Coast University Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
California Coast University Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to California Coast University Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust in MN ($61M, 515 participants).
Which ESOP plans cover a similar participant headcount to California Coast University Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Site Supply Employee Stock Ownership Plan in OH (27 participants, $32M 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 952836948.

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.