401(k) · DOL Form 5500 · 2024

Coastal Rico's Inc. 401(k) Plan

Data updated 2026-08-25

$612K
Total assets Small plan by assets
4
Participants Small participant base
19th
Percentile by assets National rank
$153,028
Avg per participant Above avg balance/head
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Official DOL plan name: Coastal Rico's Inc. Retirement Plan · Sponsored by Coastal Rico's Inc. · Florida · Other Services

$612K in assets, 4 participants

Coastal Rico's Inc.'s Coastal Rico's Inc. Retirement Plan reported $612K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,139 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Coastal Rico's Inc. Retirement Plan ranks #3,139 of 7,719 2024 filers by assets (3279% of the sector average)-$612K for 4 participants.

#3,139
in Other Services (7,719 peers)
+76.7%
assets growth YoY

Coastal Rico's Inc. Retirement Plan among the smaller filed plans by assets

Coastal Rico's Inc. Retirement Plan vs every filed plan by assets

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

$612,111 19th percentile higher than 19% 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

Coastal Rico's Inc. Retirement 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. Coastal Rico's Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coastal Rico's Inc. Retirement Plan end-of-year assets rose from $346K in the plan year 2023 filing to $612K in the plan year 2024 filing.
  • Coastal Rico's Inc. Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 861732122 · Coastal Rico's Inc. PY 2024 · 401(k)

Coastal Rico's Inc. Retirement Plan · $612K · 4 · 19th

  • BOOK $612K
  • VS-ST 4
  • BOY 19th
  • SCH 401(k)
  • EBSA near Ever Onward Solutions Company 401(k) Plan
  • PART ind #3139

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 Other Services retirement plans → · Plans in Florida →

Coastal Rico's Inc. Retirement Plan in the asset neighbourhood

Coastal Rico's Inc. Retirement PlanCoastal Rico's Inc. Retireme…$612KEver Onward Solutions Company 401(k) PlanEver Onward Solutions Compan…$612KLb9 Partners, Inc. 401(k) PlanLb9 Partners, Inc. 401(k) Pl…$612KCraig R Mundy Dds Inc 401(k) Profit Sharing Plan & TrustCraig R Mundy Dds Inc 401(k)…$612KRenewable Path Inc 401(k) Profit Sharing Plan & TrustRenewable Path Inc 401(k) Pr…$612K
End-of-year total assets ($M) among Coastal Rico's Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$346K
Net Assets (End of Year)$612K
Net Income$266K
Employer EIN861732122
Plan Effective Date2021-02-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Rico's Inc.)

Sponsor-wide plan assets over time

All Coastal Rico's Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$612K 706.3322487584471% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.08M $0.61M ▲ +662.5%
Year Plans Participants Total Assets
2022 1 1 $76K
2023 1 3 $346K
2024 1 4 $612K

Nearby 401(k) Plans in Florida

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

Coastal Rico's Inc. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Coastal Rico's Inc. Retirement Plan, Total assets ($B): 0.000612111 · Participants: 4Coastal Rico's Inc. Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Coastal Rico's Inc. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Coastal Rico's Inc. Retirement Plan side-by-side with 3 peers →

Coastal Rico's Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ever Onward Solutions Company 401(k) Plan in WA ($612K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Coastal Rico's Inc. Retirement Plan assets move in 2024? ▼
Coastal Rico's Inc. Retirement Plan surged - up 76.7% during 2024, from $346K to $612K. Reported net income was $266K.
How have Coastal Rico's Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Rico's Inc.'s sponsor-wide assets grew 706.3%, from $76K to $612K.
Where does Coastal Rico's Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Coastal Rico's Inc. Retirement Plan ranks in the 19th 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 Coastal Rico's Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ever Onward Solutions Company 401(k) Plan in WA ($612K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Rico's Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 861732122.

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.