401(k) · DOL Form 5500 · 2024
Coastal Ridge Management LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 539
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $26,969
- Avg per participant Low balance/head
Official DOL plan name: Coastal Ridge Real Estate Partners 401(k) Plan · Sponsored by Coastal Ridge Management LLC · Ohio · Real Estate
$15M in assets, 539 participants
Coastal Ridge Management LLC's Coastal Ridge Real Estate Partners 401(k) Plan reported $15M in total assets and 539 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #3,665 in Real Estate (4,605 peers)
Coastal Ridge Management LLC multi-year trail
Coastal Ridge Management LLC's plans moved +88.2% in assets from 2022 to 2024; this filing shows Coastal Ridge Real Estate Partners 401(k) Plan at $15M / 539 participants.
- #3,665
- in Real Estate (4,605 peers)
- +19.1%
- assets growth YoY
Coastal Ridge Real Estate Partners 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Coastal Ridge Real Estate Partners 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,536,076 Top 36% higher than 64% 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
Coastal Ridge Real Estate Partners 401(k) Plan 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. Coastal Ridge Real Estate Partners 401(k) Plan sits mid-pack in the medium band (539 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coastal Ridge Real Estate Partners 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Coastal Ridge Real Estate Partners 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Coastal Ridge Real Estate Partners 401(k) Plan reported participants rose from 496 in the plan year 2023 filing to 539 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 475152254 · Coastal Ridge Management LLC PY 2024 · 401(k)
Coastal Ridge Real Estate Partners 401(k) Plan · $15M · 539 · 64th
- EIN $15M
- EIN 539
- EIN 64th
- EIN 401(k)
- EIN near Lancesoft, Inc. Retirement Plan
- EIN ind #3665
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 Real Estate retirement plans → · Plans in Ohio →
Coastal Ridge Real Estate Partners 401(k) Plan in the asset neighbourhood
Coastal Ridge Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Coastal Ridge Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 88.16897630709181% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 444 | $8M |
| 2023 | 1 | 496 | $12M |
| 2024 | 1 | 539 | $15M |
Coastal Ridge Management LLC filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 475152254 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Coastal Ridge Real Estate Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Lancesoft, Inc. Retirement Plan in VA ($15M); by covered participants it is Lusamerica 401(k) Plan in CA (539 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Lancesoft, Inc. Retirement Plan (VA) $15M · 1,789
- Phillips Farms, LLC 401(k) Plan (CA) $15M · 183
- Alico, Inc. 401(k) Profit Sharing Plan (FL) $15M · 187
- Hdh Instruments, LP 401(k) Plan (TX) $15M · 164
Similar participant headcount
Nearest other-state filings by covered participants (539 participants); asset peers above are excluded.
- Lusamerica 401(k) Plan (CA) 539 · 0 off
- Acima Credit 401(k) Retirement Plan (UT) 539 · 0 off
- Polar Semiconductor, LLC Retirement Savings Plan (MN) 539 · 0 off
- New Horizons 401(k) Plan (FL) 539 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.