401(k) · DOL Form 5500 · 2023

Coastal Community Action, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
84
Participants Small participant base
43rd
Percentile by assets National rank
$56,083
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Employee Benefit Plan of Coastal Community Action, Inc. · Sponsored by Coastal Community Action, Inc. · North Carolina · Healthcare & Social Assistance

$5M in assets, 84 participants

Coastal Community Action, Inc.'s Employee Benefit Plan of Coastal Community Action, Inc. reported $5M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,269 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Employee Benefit Plan of Coastal Community Action, Inc. holds $5M for 84 participants - about $56,083 per participant, in the lower half of filed plans by assets.

#8,269
in Healthcare & Social Assistance (17,684 peers)
+2.2%
assets growth YoY

Employee Benefit Plan of Coastal Community Action, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of Coastal Community Action, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,710,934 43rd percentile higher than 43% of 127,068 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 2023

Employee Benefit Plan of Coastal Community Action, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Coastal Community Action, Inc. is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Coastal Community Action, Inc. reported net income rose from -$1M in the plan year 2022 filing to $100K in the plan year 2023 filing.
  • Employee Benefit Plan of Coastal Community Action, Inc. reported participants fell from 113 in the plan year 2022 filing to 84 in the plan year 2023 filing.
  • Employee Benefit Plan of Coastal Community Action, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 566075606 · Coastal Community Action, Inc. PY 2023 · 401(k)

Employee Benefit Plan of Coastal Community Action, Inc. · $5M · 84 · 43rd

  • BOOK $5M
  • BOOK 84
  • BOOK 43rd
  • BOOK 401(k)
  • BOOK near B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust
  • BOOK ind #8269

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 →

Employee Benefit Plan of Coastal Community Action, Inc. in the asset neighbourhood

Employee Benefit Plan of Coastal Community Action, Inc.Employee Benefit Plan of Coa…$5MB.W. Sinclair, Inc. 401(k) Profit Sharing Plan & TrustB.W. Sinclair, Inc. 401(k) P…$5MPentagon Freight Services, Inc. 401(k) PlanPentagon Freight Services, I…$5MAndrus Transportation Services, Inc. 401(k) PlanAndrus Transportation Servic…$5MMissouri Star Quilt Company 401(k) PlanMissouri Star Quilt Company …$5M
End-of-year total assets ($M) among Employee Benefit Plan of Coastal Community Action, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$100K
Employer EIN566075606
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Community Action, Inc.)

Sponsor-wide plan assets over time

All Coastal Community Action, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.383764241774281% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M 202220232024 $4.61M $4.95M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 113 $5M
2023 1 84 $5M
2024 1 101 $5M

Nearby 401(k) Plans in North Carolina

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

Employee Benefit Plan of Coastal Community Action, Inc. vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Employee Benefit Plan of Coastal Community Action, Inc., Total assets ($B): 0.004710934 · Participants: 84Employee Benefit Plan of Coastal Community Action, Inc.The Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Employee Benefit Plan of Coastal Community Action, Inc. vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Employee Benefit Plan of Coastal Community Action, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Coastal Community Action, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust in TX ($5M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employee Benefit Plan of Coastal Community Action, Inc. assets move in 2023? ▼
Employee Benefit Plan of Coastal Community Action, Inc. edged up modestly - up 2.2% during 2023, from $5M to $5M. Reported net income was $100K.
How have Coastal Community Action, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Community Action, Inc.'s sponsor-wide assets grew 7.4%, from $5M to $5M.
Which 401(k) plans are similar in size to Employee Benefit Plan of Coastal Community Action, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust in TX ($5M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of Coastal Community Action, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 566075606.

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.