401(k) · DOL Form 5500 · 2024

Coastal States Bank 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 176
Participants Small participant base: 68th
Percentile by assets National rank: $102,768
Avg per participant Below avg balance/head

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Official DOL plan name: Coastal States Bank 401(k) Plan · Sponsored by Coastal States Bank · South Carolina · Finance & Insurance

$18M in assets, 176 participants

Coastal States Bank's Coastal States Bank 401(k) Plan reported $18M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

#4,504 in Finance & Insurance (8,549 peers)

Coverage in South Carolina

Coastal States Bank 401(k) Plan covers 176 participants in South Carolina, about 48% of the average South Carolina filer (state average ~369 per filing). Assets: $18M.

#4,504
in Finance & Insurance (8,549 peers): +21.4%
assets growth YoY

Coastal States Bank 401(k) Plan's outsized position by total assets

Coastal States Bank 401(k) Plan vs every filed plan by assets

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

$18,087,105 Top 32% higher than 68% 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

Coastal States Bank 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 States Bank 401(k) Plan sits mid-pack in the medium band (176 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Coastal States Bank 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Coastal States Bank 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 030546702 · Coastal States Bank PY 2024 · 401(k)

Coastal States Bank 401(k) Plan · $18M · 176 · 68th

TYPE $18M
NET 176
BOOK 68th
VS-ST 401(k)
BOY near All Star Family 401(k) Plan
SCH ind #4504

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 South Carolina →

End-of-year total assets ($M) among Coastal States Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$18M
Net Income	$3M
Employer EIN	030546702
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Coastal States Bank)

Latest sponsor-wide plan assets: $18M 62.7341060526803% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	166	$11M
2023	1	176	$15M
2024	1	176	$18M

Nearby 401(k) Plans in South Carolina

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

Coastal States Bank 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Michelin 401(k) Savings Plan $4.5B · 15,095
The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
Sonoco Retirement & Savings Plan $1.7B · 11,813
Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
The Milliken Retirement Plan $1.4B · 5,733

Compare Coastal States Bank 401(k) Plan side-by-side with 3 peers →

Coastal States Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is All Star Family 401(k) Plan in LA ($18M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

All Star Family 401(k) Plan (LA) $18M · 325
American Contracting & Environmental Services, Inc 401(k) Profit Sharing Plan (MD) $18M · 219
Willard Companies Profit Sharing Plan (MD) $18M · 136
Celestica Precision Machining 401(k) Plan (CA) $18M · 299

Similar participant headcount

Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.

Central Texas Refuse 401(k) Plan (TX) 176 · 0 off
Jnko Management, Inc. 401(k) Plan (MI) 176 · 0 off
Net100 401(k) Plan (VA) 176 · 0 off
Life Tech Inc (NJ) 176 · 0 off

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 States Bank 401(k) Plan assets move in 2024? ▼

Coastal States Bank 401(k) Plan grew sharply - up 21.4% during 2024, from $15M to $18M. Reported net income was $3M.

How have Coastal States Bank plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Coastal States Bank's sponsor-wide assets grew 62.7%, from $11M to $18M.

Which 401(k) plans are similar in size to Coastal States Bank 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is All Star Family 401(k) Plan in LA ($18M, 325 participants).

Which 401(k) plans cover a similar participant headcount to Coastal States Bank 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 participants, N/A 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 030546702.