401(k) · DOL Form 5500 · 2024
Coastal1 Credit Union 401(k) Plan
Data updated 2026-08-11
- $47M
- Total assets
- 286
- Participants
- 84th
- Percentile by assets
- $165,501
- Avg per participant
Official DOL plan name: Coastal1 Credit Union 401(k) Plan · Sponsored by Coastal1 Credit Union · Rhode Island · Finance & Insurance
$47M in assets, 286 participants
Coastal1 Credit Union's Coastal1 Credit Union 401(k) Plan reported $47M in total assets and 286 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 123,622 plans)
- #6,360 in Finance & Insurance (8,549 peers)
Coverage in Rhode Island
Coastal1 Credit Union 401(k) Plan covers 286 participants in Rhode Island, about 20% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $47M.
- $47M
- total plan assets (2024 EOY)
- 286
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $165,501
- avg assets per participant
Where Coastal1 Credit Union 401(k) Plan sits by total assets
Coastal1 Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,333,222 Top 16% higher than 84% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coastal1 Credit Union 401(k) Plan end-of-year assets rose from $44M in the plan year 2023 filing to $47M in the plan year 2024 filing.
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Coastal1 Credit Union 401(k) Plan reports 286 participants - about 20% of that state average ($47M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $4M |
| Employer EIN | 050197075 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coastal1 Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 262 | $40M |
| 2023 | 1 | 287 | $44M |
| 2024 | 1 | 286 | $47M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Coastal1 Credit Union 401(k) Plan by total assets, not by location.
- Asmpt 401(k) Plan (MA) $47M · 374
- Clinicomp International 401(k) Profit Sharing Plan (CA) $47M · 148
- Utah Association of Public Charter Schools Retirement Plan (UT) $47M · 2,070
- Grunley Construction, Inc. 401(k) Ps Plan (MD) $47M · 307
Frequently Asked Questions
How did Coastal1 Credit Union 401(k) Plan assets move in 2024? ▼
How have Coastal1 Credit Union plan assets changed over time? ▼
Where does Coastal1 Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Coastal1 Credit Union 401(k) Plan? ▼
Next read for Coastal1 Credit Union 401(k) Plan
Filing takeaways
Ways to act on Coastal1 Credit Union 401(k) Plan's numbers.
- By total assets, Coastal1 Credit Union 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Rhode Island. Compare plans
- Coastal1 Credit Union's sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Finance & Insurance plans