401(k) · DOL Form 5500 · 2024
Coachsource LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 440
- Participants Below avg headcount
- 34th
- Percentile by assets National rank
- $6,573
- Avg per participant Low balance/head
Official DOL plan name: Coachsource LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Coachsource LLC · New Jersey · Professional & Technical Services
$3M in assets, 440 participants
Coachsource LLC's Coachsource LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 440 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #6,050 in Professional & Technical Services (20,173 peers)
Coachsource LLC multi-year trail
Coachsource LLC's plans moved +75.3% in assets from 2022 to 2024; this filing shows Coachsource LLC 401(k) Profit Sharing Plan & Trust at $3M / 440 participants.
- #6,050
- in Professional & Technical Services (20,173 peers)
- +20.2%
- assets growth YoY
Coachsource LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Coachsource LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,891,904 34th percentile higher than 34% 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
Coachsource LLC 401(k) Profit Sharing Plan & Trust 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. Coachsource LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (440 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coachsource LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $756K in the plan year 2023 filing to $486K in the plan year 2024 filing.
- Coachsource LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Coachsource LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 427 in the plan year 2023 filing to 440 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 261191785 · Coachsource LLC PY 2024 · 401(k)
Coachsource LLC 401(k) Profit Sharing Plan & Trust · $3M · 440 · 34th
- EOY $3M
- 5500 440
- ASSETS 34th
- PCT 401(k)
- EIN near 10th Mountain Enterprises Inc.
- RANK ind #6050
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
Coachsource LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Coachsource LLC multi-year asset trail
Sponsor-wide plan assets over time
All Coachsource LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 75.27731950140068% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 388 | $2M |
| 2023 | 1 | 427 | $2M |
| 2024 | 1 | 440 | $3M |
Coachsource LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $486K |
| Employer EIN | 261191785 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Coachsource LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is 10th Mountain Enterprises Inc. in CO ($3M); by covered participants it is Goodwill Industries of New Mexico 403(b) Plan in NM (440 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (440 participants); asset peers above are excluded.
- Goodwill Industries of New Mexico 403(b) Plan (NM) 440 · 0 off
- American Insulated Glass 401(k) Plan (GA) 440 · 0 off
- Mickey Truck Bodies, Inc. 401(k) Plan (NC) 440 · 0 off
- Greystone, Incorporated Profit Sharing & Savings Plan (RI) 440 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.