401(k) · DOL Form 5500 · 2024

Intercoastal Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
182
Participants Below avg headcount
64th
Percentile by assets National rank
$81,899
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Intercoastal Mortgage 401(k) Plan · Sponsored by Intercoastal Mortgage, LLC · Virginia · Finance & Insurance

$15M in assets, 182 participants

Intercoastal Mortgage, LLC's Intercoastal Mortgage 401(k) Plan reported $15M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,137 in Finance & Insurance (8,549 peers)

Coverage in Virginia

Intercoastal Mortgage 401(k) Plan covers 182 participants in Virginia, about 23% of the average Virginia filer (state average ~782 per filing). Assets: $15M.

#4,137
in Finance & Insurance (8,549 peers)
+22.1%
assets growth YoY

Intercoastal Mortgage 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Intercoastal Mortgage 401(k) Plan vs every filed plan by assets

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

$14,905,634 Top 36% higher than 64% 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

Intercoastal Mortgage 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. Intercoastal Mortgage 401(k) Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Intercoastal Mortgage 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Intercoastal Mortgage 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Intercoastal Mortgage 401(k) Plan reported participants fell from 222 in the plan year 2023 filing to 182 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521597440 · Intercoastal Mortgage, LLC PY 2024 · 401(k)

Intercoastal Mortgage 401(k) Plan · $15M · 182 · 64th

  • NET $15M
  • BOOK 182
  • VS-ST 64th
  • BOY 401(k)
  • SCH near Nuss Professional Services Group 401(k) Profit Sharing Plan and Trust
  • EBSA ind #4137

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 Finance & Insurance retirement plans → · Plans in Virginia →

Intercoastal Mortgage 401(k) Plan in the asset neighbourhood

Intercoastal Mortgage 401(k) PlanIntercoastal Mortgage 401(k)…$15MNuss Professional Services Group 401(k) Profit Sharing Plan and TrustNuss Professional Services G…$15MProgenyhealth, LLC 401(k) PlanProgenyhealth, LLC 401(k) Pl…$15MSudenga Industries Inc Employees Savings and Retirement PlanSudenga Industries Inc Emplo…$15MDual Temp Company, Inc. Profit Sharing 401(k) PlanDual Temp Company, Inc. Prof…$15M
End-of-year total assets ($M) among Intercoastal Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN521597440
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intercoastal Mortgage, LLC)

Sponsor-wide plan assets over time

All Intercoastal Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 42.34487861473048% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.5M $14.9M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 291 $10M
2023 1 222 $12M
2024 1 182 $15M

Nearby 401(k) Plans in Virginia

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

Intercoastal Mortgage 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Intercoastal Mortgage 401(k) Plan, Total assets ($B): 0.014905634 · Participants: 182Intercoastal Mortgage 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Intercoastal Mortgage 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Intercoastal Mortgage 401(k) Plan side-by-side with 3 peers →

Intercoastal Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Nuss Professional Services Group 401(k) Profit Sharing Plan and Trust in CO ($15M); by covered participants it is Fortis Lux Advantage 401(k) in FL (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Intercoastal Mortgage 401(k) Plan assets move in 2024? ▼
Intercoastal Mortgage 401(k) Plan grew sharply - up 22.1% during 2024, from $12M to $15M. Reported net income was $3M.
How have Intercoastal Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intercoastal Mortgage, LLC's sponsor-wide assets grew 42.3%, from $10M to $15M.
Which 401(k) plans are similar in size to Intercoastal Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nuss Professional Services Group 401(k) Profit Sharing Plan and Trust in CO ($15M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Intercoastal Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fortis Lux Advantage 401(k) in FL (182 participants, $2M 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 521597440.

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.