401(k) · DOL Form 5500 · 2024

Coffman Excavation Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
115
Participants Small participant base
52nd
Percentile by assets National rank
$74,224
Avg per participant Below avg balance/head
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Official DOL plan name: Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan · Sponsored by Coffman Excavation Inc. · Oregon · Construction

$9M in assets, 115 participants

Coffman Excavation Inc.'s Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan reported $9M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,587 in Construction (9,039 peers)

Coverage in Oregon

Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan covers 115 participants in Oregon, about 26% of the average Oregon filer (state average ~443 per filing). Assets: $9M.

#4,587
in Construction (9,039 peers)
+9.8%
assets growth YoY

Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,535,716 Top 48% higher than 52% 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

Coffman Excavation, Inc. Union 401(k) Profit Sharing 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. Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $761K in the plan year 2024 filing.
  • Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan reported participants rose from 103 in the plan year 2023 filing to 115 in the plan year 2024 filing.
  • Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 364749989 · Coffman Excavation Inc. PY 2024 · 401(k)

Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan · $9M · 115 · 52nd

  • VS-ST $9M
  • BOY 115
  • SCH 52nd
  • EBSA 401(k)
  • PART near Ackerman & Co. 401(k) Plan
  • TYPE ind #4587

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 Construction retirement plans → · Plans in Oregon →

Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan in the asset neighbourhood

Coffman Excavation, Inc. Union 401(k) Profit Sharing PlanCoffman Excavation, Inc. Uni…$9MAckerman & Co. 401(k) Plan$9MIndustrial Electrical Company 401(k) and Profit Sharing PlanIndustrial Electrical Compan…$9MBolin Enterprises, Inc. 401(k) Profit Sharing PlanBolin Enterprises, Inc. 401(…$9MInnovia Medical 401(k) Plan$9M
End-of-year total assets ($M) among Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$761K
Employer EIN364749989
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coffman Excavation Inc.)

Sponsor-wide plan assets over time

All Coffman Excavation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 32.300273955616866% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.45M $8.54M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 127 $6M
2023 1 103 $8M
2024 1 115 $9M

Nearby 401(k) Plans in Oregon

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

Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan, Total assets ($B): 0.008535716 · Participants: 115Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Ackerman & Co. 401(k) Plan in GA ($9M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan assets move in 2024? ▼
Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan grew at a solid clip - up 9.8% during 2024, from $8M to $9M. Reported net income was $761K.
How have Coffman Excavation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coffman Excavation Inc.'s sponsor-wide assets grew 32.3%, from $6M to $9M.
Which 401(k) plans are similar in size to Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ackerman & Co. 401(k) Plan in GA ($9M, 68 participants).
Which 401(k) plans cover a similar participant headcount to Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants, $2M 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 364749989.

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.