401(k) · DOL Form 5500 · 2024

Coal Exclusive Company, LLC Dba Coal Exclusive Benefits 401(k) Plan

Data updated 2026-08-25

$12K
Total assets Small plan by assets: 23
Participants Small participant base: 2nd
Percentile by assets National rank: $526
Avg per participant Low balance/head

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Official DOL plan name: Coal Exclusive Benefits 401(k) Retirement · Sponsored by Coal Exclusive Company, LLC Dba Coal Exclusive Benefits · Kentucky · Mining & Oil Extraction

$12K in assets, 23 participants

Coal Exclusive Company, LLC Dba Coal Exclusive Benefits's Coal Exclusive Benefits 401(k) Retirement reported $12K in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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 in Mining & Oil Extraction (785 peers)

Coal Exclusive Company, LLC Dba Coal Exclusive Benefits multi-year trail

Coal Exclusive Company, LLC Dba Coal Exclusive Benefits's plans moved -99.7% in assets from 2022 to 2024; this filing shows Coal Exclusive Benefits 401(k) Retirement at $12K / 23 participants.

#6
in Mining & Oil Extraction (785 peers): -99.7%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coal Exclusive Benefits 401(k) Retirement among the smaller filed plans by assets

Coal Exclusive Benefits 401(k) Retirement vs every filed plan by assets

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

$12,087 2nd percentile higher than 2% 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

Coal Exclusive Benefits 401(k) Retirement among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coal Exclusive Benefits 401(k) Retirement is a small filing (23 participants) on this national headcount ladder.

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%)

Coal Exclusive Benefits 401(k) Retirement reported net income fell from -$1M in the plan year 2022 filing to -$4M in the plan year 2024 filing.
Coal Exclusive Benefits 401(k) Retirement end-of-year assets fell from $4M in the plan year 2022 filing to $12K in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611171915 · Coal Exclusive Company, LLC Dba Coal Exclusive Benefits PY 2024 · 401(k)

Coal Exclusive Benefits 401(k) Retirement · $12K · 23 · 2nd

SCH $12K
EBSA 23
PART 2nd
TYPE 401(k)
NET near Munchem, Inc 401(k) Plan
BOOK ind #6

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 Mining & Oil Extraction retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Coal Exclusive Benefits 401(k) Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Coal Exclusive Company, LLC Dba Coal Exclusive Benefits multi-year asset trail

Latest sponsor-wide plan assets: $12K 99.70987595498865% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	23	$4M
2024	1	23	$12K

Coal Exclusive Company, LLC Dba Coal Exclusive Benefits filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$12K
Net Income	-$4M
Employer EIN	611171915
Plan Effective Date	1991-02-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Coal Exclusive Benefits 401(k) Retirement vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Coal Exclusive Benefits 401(k) Retirement side-by-side with 3 peers →

Coal Exclusive Benefits 401(k) Retirement's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Munchem, Inc 401(k) Plan in FL ($12K); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12K here).

Munchem, Inc 401(k) Plan (FL) $12K · 2
Gibson Dental Designs, Inc. Profit Sharing & 401(k) Plan (GA) $12K · 52
Dell Productions Corp. 401(k) Plan (AL) $12K · 1
Reform Consulting Incorporated 401(k) Profit Sharing Plan (MN) $12K · 2

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan (TX) 23 · 0 off
Volunteer Distributing, Inc. 401(k) Profit Sharing Plan (TN) 23 · 0 off
Nunn & Nunn, Inc. 401(k) Plan (TX) 23 · 0 off
Glass Tech of Oregon, Inc. Profit Sharing Plan (OR) 23 · 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 Coal Exclusive Benefits 401(k) Retirement assets move in 2024? ▼

Coal Exclusive Benefits 401(k) Retirement contracted severely - down 99.7% during 2024, from $4M to $12K. Reported net income was -$4M.

How have Coal Exclusive Company, LLC Dba Coal Exclusive Benefits plan assets changed over time? ▼

Across 2 plan years on file (2022-2024), Coal Exclusive Company, LLC Dba Coal Exclusive Benefits's sponsor-wide assets declined 99.7%, from $4M to $12K.

Where does Coal Exclusive Benefits 401(k) Retirement rank by assets among Form 5500 filers? ▼

Coal Exclusive Benefits 401(k) Retirement ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Coal Exclusive Benefits 401(k) Retirement? ▼

Among 401(k) plans in other states, the closest by assets is Munchem, Inc 401(k) Plan in FL ($12K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Coal Exclusive Benefits 401(k) Retirement? ▼

Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 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 611171915.