ESOP · DOL Form 5500 · 2024

Coast Holdings Group Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
44
Participants Small participant base
49th
Percentile by assets National rank
$163,937
Avg per participant Above avg balance/head
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Official DOL plan name: Coast Companies, Inc. Employee Stock Ownership Plan · Sponsored by Coast Holdings Group Inc. · California · Transportation & Warehousing

$7M in assets, 44 participants

Coast Holdings Group Inc.'s Coast Companies, Inc. Employee Stock Ownership Plan reported $7M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,645 in Transportation & Warehousing (3,299 peers)

Coast Holdings Group Inc. multi-year trail

Coast Holdings Group Inc.'s plans moved +25.5% in assets from 2022 to 2024; this filing shows Coast Companies, Inc. Employee Stock Ownership Plan at $7M / 44 participants.

#1,645
in Transportation & Warehousing (3,299 peers)
+9.9%
assets growth YoY

Coast Companies, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Coast Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,213,218 49th percentile higher than 49% 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

Coast Companies, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coast Companies, Inc. Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coast Companies, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $999K in the plan year 2024 filing.
  • Coast Companies, Inc. Employee Stock Ownership Plan reported participants fell from 50 in the plan year 2023 filing to 44 in the plan year 2024 filing.
  • Coast Companies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 814666405 · Coast Holdings Group Inc. PY 2024 · ESOP

Coast Companies, Inc. Employee Stock Ownership Plan · $7M · 44 · 49th

  • PCT $7M
  • PCT 44
  • PCT 49th
  • PCT ESOP
  • PCT near Sensors, Inc. Employee Stock Ownership Plan
  • PCT ind #1645

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 What is an ESOP? → · Plans in California →

Coast Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sensors, Inc. Employee Stock Ownership PlanSensors, Inc. Employee Stock…$7MCornerstone Adminisystems, Inc. Employee Stock Ownership PlanCornerstone Adminisystems, I…$7MPrince Rubber & Plastics Employee Stock Ownership PlanPrince Rubber & Plastics Emp…$7MCoast Companies, Inc. Employee Stock Ownership PlanCoast Companies, Inc. Employ…$7MWilcox Employee Stock Ownership PlanWilcox Employee Stock Owners…$7M
End-of-year total assets ($M) among Coast Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Coast Holdings Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coast Holdings Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 25.539404571703056% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.75M $7.21M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 54 $6M
2023 1 50 $7M
2024 1 44 $7M

Coast Holdings Group Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$767K
Net Income$999K
Employer EIN814666405
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Coast Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Coast Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007213218 · Participants: 44Coast Companies, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Coast Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Coast Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Coast Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Sensors, Inc. Employee Stock Ownership Plan in MI ($7M); by covered participants it is Dmb Corporation, Inc. ESOP in WI (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Coast Companies, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Coast Companies, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.9% during 2024, from $7M to $7M. Reported net income was $999K.
How have Coast Holdings Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coast Holdings Group Inc.'s sponsor-wide assets grew 25.5%, from $6M to $7M.
Which ESOP plans are similar in size to Coast Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sensors, Inc. Employee Stock Ownership Plan in MI ($7M, 79 participants).
Which ESOP plans cover a similar participant headcount to Coast Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dmb Corporation, Inc. ESOP in WI (44 participants, $5M 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 814666405.

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.