Profit Sharing · DOL Form 5500 · 2024
Coast to Coast Investment Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Coast to Coast Investment Inc. Retirement Plan · Sponsored by Coast to Coast Investment Inc. · New Jersey · Other Services
$2M in assets, 2 participants
Coast to Coast Investment Inc.'s Coast to Coast Investment Inc. Retirement Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #4,177 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Coast to Coast Investment Inc. Retirement Plan ranks #4,177 of 7,719 2024 filers by assets (986% of the sector average)-$2M for 2 participants.
- #4,177
- in Other Services (7,719 peers)
- +412.2%
- assets growth YoY
The plan reported a net loss of $208K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coast to Coast Investment Inc. Retirement Plan among the smaller filed plans by assets
Coast to Coast Investment Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,035,128 30th percentile higher than 30% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Coast to Coast Investment Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coast to Coast Investment Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coast to Coast Investment Inc. Retirement Plan end-of-year assets rose from $397K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Coast to Coast Investment Inc. Retirement Plan reported net income fell from -$91K in the plan year 2023 filing to -$208K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 352567585 · Coast to Coast Investment Inc. PY 2024 · Profit Sharing
Coast to Coast Investment Inc. Retirement Plan · $2M · 2 · 30th
- IND $2M
- EOY 2
- 5500 30th
- ASSETS Profit Sharing
- PCT near Watts and Hershberger, PC 401(k) Plan
- EIN ind #4177
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 Other Services retirement plans → · Plans in New Jersey →
Coast to Coast Investment Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $397K |
|---|---|
| Net Assets (End of Year) | $190K |
| Net Income | -$208K |
| Employer EIN | 352567585 |
| Plan Effective Date | 2016-07-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coast to Coast Investment Inc.)
Sponsor-wide plan assets over time
All Coast to Coast Investment Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 316.84052704991734% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $488K |
| 2023 | 1 | 2 | $397K |
| 2024 | 1 | 2 | $2M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
Coast to Coast Investment Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Watts and Hershberger, PC 401(k) Plan in NE ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.