401(k) · DOL Form 5500 · 2024

Coastal Beverage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
475
Participants Below avg headcount
76th
Percentile by assets National rank
$57,157
Avg per participant Low balance/head
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Official DOL plan name: Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan · Sponsored by Coastal Beverage Company, Inc. · North Carolina · Wholesale Trade

$27M in assets, 475 participants

Coastal Beverage Company, Inc.'s Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan reported $27M in total assets and 475 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,471 in Wholesale Trade (6,080 peers)

Where Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan sits by assets

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 475 participants (~$57,157/participant), up 20.2% in 2024.

#4,471
in Wholesale Trade (6,080 peers)
+20.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan's outsized position by total assets

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets

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

$27,149,796 Top 24% higher than 76% 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

Coastal Beverage Company, Inc. Profit Sharing/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. Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan sits mid-pack in the medium band (475 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan reported participants rose from 444 in the plan year 2023 filing to 475 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560694530 · Coastal Beverage Company, Inc. PY 2024 · 401(k)

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan · $27M · 475 · 76th

  • SCH $27M
  • SCH 475
  • SCH 76th
  • SCH 401(k)
  • SCH near Phathom Pharmaceuticals, Inc. 401(k) Plan
  • SCH ind #4471

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan in the asset neighbourhood

Coastal Beverage Company, Inc. Profit Sharing/401(k) PlanCoastal Beverage Company, In…$27MPhathom Pharmaceuticals, Inc. 401(k) PlanPhathom Pharmaceuticals, Inc…$27MKelvin Group 401(k) Plan$27MHydraulics International, Inc. 401(k) Profit Sharing PlanHydraulics International, In…$27MMetropolitan Public Defender Retirement PlanMetropolitan Public Defender…$27M
End-of-year total assets ($M) among Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN560694530
Plan Effective Date1972-09-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Beverage Company, Inc.)

Sponsor-wide plan assets over time

All Coastal Beverage Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 46.75536847603972% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.5M $27.2M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 459 $19M
2023 1 444 $23M
2024 1 475 $27M

Nearby 401(k) Plans in North Carolina

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

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan, Total assets ($B): 0.027149796 · Participants: 475Coastal Beverage Company, Inc. Profit Sharing/401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan side-by-side with 3 peers →

Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Phathom Pharmaceuticals, Inc. 401(k) Plan in NJ ($27M); by covered participants it is Pride Star Ems. 401(k) Plan in MA (475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (475 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 Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan assets move in 2024? ▼
Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan grew sharply - up 20.2% during 2024, from $23M to $27M. Reported net income was $5M.
How have Coastal Beverage Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Beverage Company, Inc.'s sponsor-wide assets grew 46.8%, from $19M to $27M.
Where does Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan ranks in the 76th 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 401(k) plans are similar in size to Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phathom Pharmaceuticals, Inc. 401(k) Plan in NJ ($27M, 439 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pride Star Ems. 401(k) Plan in MA (475 participants, $10M 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 560694530.

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.