ESOP · DOL Form 5500 · 2024

Coast Heat Treating Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
29th
Percentile by assets National rank
$198,495
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coast Heat Treating Company Employee Stock Ownership Plan · Sponsored by Coast Heat Treating Company · California · Manufacturing

$2M in assets, 10 participants

Coast Heat Treating Company's Coast Heat Treating Company Employee Stock Ownership Plan reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,454 in Manufacturing (17,777 peers)

2024 asset change

Coast Heat Treating Company Employee Stock Ownership Plan grew at a solid clip 8.2% in 2024 ($2M → $2M) for 10 participants.

#2,454
in Manufacturing (17,777 peers)
+8.2%
assets growth YoY

Coast Heat Treating Company Employee Stock Ownership Plan among the smaller filed plans by assets

Coast Heat Treating Company Employee Stock Ownership Plan vs every filed plan by assets

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

$1,984,951 29th percentile higher than 29% 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 Heat Treating Company Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coast Heat Treating Company Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coast Heat Treating Company Employee Stock Ownership Plan reported net income rose from -$107K in the plan year 2023 filing to $150K in the plan year 2024 filing.
  • Coast Heat Treating Company Employee Stock Ownership Plan reported participants fell from 11 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Coast Heat Treating Company Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952578283 · Coast Heat Treating Company PY 2024 · ESOP

Coast Heat Treating Company Employee Stock Ownership Plan · $2M · 10 · 29th

  • BOY $2M
  • SCH 10
  • EBSA 29th
  • PART ESOP
  • TYPE near Talley Management Group Employee Stock Ownership Plan
  • NET ind #2454

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 Heat Treating Company Employee Stock Ownership Plan in the asset neighbourhood

Codecraft, Inc. Employee Stock Ownership Plan and TrustCodecraft, Inc. Employee Sto…$2MBrockway-Smith Company Profit Sharing Plan & TrustBrockway-Smith Company Profi…$2MCoast Heat Treating Company Employee Stock Ownership PlanCoast Heat Treating Company …$2MTalley Management Group Employee Stock Ownership PlanTalley Management Group Empl…$2MForjak Employee Stock Ownership PlanForjak Employee Stock Owners…$2M
End-of-year total assets ($M) among Coast Heat Treating Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Coast Heat Treating Company years around the 2024 move

Sponsor-wide plan assets over time

All Coast Heat Treating Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.230955988615774% vs 2022
2024 filing year
$1.8M$1.85M$1.9M$1.95M$2M 202220232024 $1.94M $1.98M ▲ +2.1%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 11 $2M
2024 1 10 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$150K
Employer EIN952578283
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Coast Heat Treating Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Coast Heat Treating Company Employee Stock Ownership Plan, Total assets ($B): 0.001984951 · Participants: 10Coast Heat Treating Company 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 Heat Treating Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Coast Heat Treating Company Employee Stock Ownership Plan side-by-side with 3 peers →

Coast Heat Treating Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Talley Management Group Employee Stock Ownership Plan in NJ ($2M); by covered participants it is Atlanta Network Systems, Inc. Retirement Plan in GA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Heat Treating Company Employee Stock Ownership Plan assets move in 2024? ▼
Coast Heat Treating Company Employee Stock Ownership Plan grew at a solid clip - up 8.2% during 2024, from $2M to $2M. Reported net income was $150K.
How have Coast Heat Treating Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coast Heat Treating Company's sponsor-wide assets grew 2.2%, from $2M to $2M.
Which ESOP plans are similar in size to Coast Heat Treating Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Talley Management Group Employee Stock Ownership Plan in NJ ($2M, 66 participants).
Which ESOP plans cover a similar participant headcount to Coast Heat Treating Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Atlanta Network Systems, Inc. Retirement Plan in GA (10 participants, $216K 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 952578283.

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.