401(k) · DOL Form 5500 · 2024

Coughlin Porter Lundeen 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
95
Participants Small participant base
83rd
Percentile by assets National rank
$479,387
Avg per participant High balance/head
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Official DOL plan name: Coughlin Porter Lundeen 401(k) Retirement Plan & Trust · Sponsored by Coughlin Porter Lundeen · Washington · Professional & Technical Services

$46M in assets, 95 participants

Coughlin Porter Lundeen's Coughlin Porter Lundeen 401(k) Retirement Plan & Trust reported $46M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,888 in Professional & Technical Services (20,173 peers)

Where Coughlin Porter Lundeen 401(k) Retirement Plan & Trust sits by assets

Coughlin Porter Lundeen 401(k) Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $46M for 95 participants (~$479,387/participant), up 16.2% in 2024.

#16,888
in Professional & Technical Services (20,173 peers)
+16.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Coughlin Porter Lundeen 401(k) Retirement Plan & Trust's outsized position by total assets

Coughlin Porter Lundeen 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$45,541,759 Top 17% higher than 83% 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

Coughlin Porter Lundeen 401(k) Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coughlin Porter Lundeen 401(k) Retirement Plan & Trust is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coughlin Porter Lundeen 401(k) Retirement Plan & Trust end-of-year assets rose from $39M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Coughlin Porter Lundeen 401(k) Retirement Plan & Trust reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Coughlin Porter Lundeen 401(k) Retirement Plan & Trust reported participants fell from 104 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 911649906 · Coughlin Porter Lundeen PY 2024 · 401(k)

Coughlin Porter Lundeen 401(k) Retirement Plan & Trust · $46M · 95 · 83rd

  • PART $46M
  • TYPE 95
  • NET 83rd
  • BOOK 401(k)
  • VS-ST near Keystone Engineering Inc. 401(k) Profit Sharing Plan
  • BOY ind #16888

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 Washington →

Coughlin Porter Lundeen 401(k) Retirement Plan & Trust in the asset neighbourhood

Patreon 401(k) Plan$46MNetrix, LLC 401(k) Plan & TrustNetrix, LLC 401(k) Plan & Tr…$46MCoughlin Porter Lundeen 401(k) Retirement Plan & TrustCoughlin Porter Lundeen 401(…$46MKeystone Engineering Inc. 401(k) Profit Sharing PlanKeystone Engineering Inc. 40…$46MTireco, Inc. 401(k) Profit Sharing PlanTireco, Inc. 401(k) Profit S…$46M
End-of-year total assets ($M) among Coughlin Porter Lundeen 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$46M
Net Income$6M
Employer EIN911649906
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coughlin Porter Lundeen)

Sponsor-wide plan assets over time

All Coughlin Porter Lundeen plans reported in each filing year

Latest sponsor-wide plan assets
$46M 43.60660587576181% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.7M $45.5M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 106 $32M
2023 1 104 $39M
2024 1 95 $46M

Nearby 401(k) Plans in Washington

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

Coughlin Porter Lundeen 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Coughlin Porter Lundeen 401(k) Retirement Plan & Trust, Total assets ($B): 0.045541759 · Participants: 95Coughlin Porter Lundeen 401(k) Retirement Plan & TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Coughlin Porter Lundeen 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Coughlin Porter Lundeen 401(k) Retirement Plan & Trust side-by-side with 3 peers →

Coughlin Porter Lundeen 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Keystone Engineering Inc. 401(k) Profit Sharing Plan in LA ($46M); by covered participants it is Galatea Associates 401(k) Plan in MA (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Coughlin Porter Lundeen 401(k) Retirement Plan & Trust assets move in 2024? ▼
Coughlin Porter Lundeen 401(k) Retirement Plan & Trust grew sharply - up 16.2% during 2024, from $39M to $46M. Reported net income was $6M.
How have Coughlin Porter Lundeen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coughlin Porter Lundeen's sponsor-wide assets grew 43.6%, from $32M to $46M.
Where does Coughlin Porter Lundeen 401(k) Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Coughlin Porter Lundeen 401(k) Retirement Plan & Trust ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Coughlin Porter Lundeen 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Keystone Engineering Inc. 401(k) Profit Sharing Plan in LA ($46M, 447 participants).
Which 401(k) plans cover a similar participant headcount to Coughlin Porter Lundeen 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Galatea Associates 401(k) Plan in MA (95 participants, $23M 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 911649906.

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.