401(k)
2024 plan-year 401(k) DOL Form 5500

Coach & Equipment Manufacturing Union 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Coach & Equipment Manufacturing Corporation ยท New York ยท Manufacturing

What the 2023 filing shows

Coach & Equipment Manufacturing Union 401(k) Plan holds $839K for 116 participants - about $7,229 per participant, up 138.5% over the 2024 plan year.

$839K
total plan assets (2024 EOY)
116
covered participants
$7,229
avg assets per participant
+138.5%
assets growth YoY
Total Assets (2023)
$839K
Participants
116
State
Industry
Manufacturing

What the Filing Says About Coach & Equipment Manufacturing Union 401(k) Plan

Coach & Equipment Manufacturing Union 401(k) Plan is a 401(k) retirement plan sponsored by Coach & Equipment Manufacturing Corporation, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $839K in total end-of-year assets and covers 116 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 160727809, and the plan has been effective since 2022-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $352K at the beginning of 2024 to $839K at year-end โ€” a gain of 138.5%. Net assets (after liabilities) closed the year at $839K, with reported net income of $487K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$352K
Total Assets (End of Year)$839K
Net Assets (End of Year)$839K
Net Income$487K
Plan Type401(k)
Employer EIN160727809
Plan Effective Date2022-08-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Coach & Equipment Manufacturing Union 401(k) Plan?
As of the 2024 Form 5500 filing, Coach & Equipment Manufacturing Union 401(k) Plan holds $839K in total assets with 116 participants. It is sponsored by Coach & Equipment Manufacturing Corporation.
What type of plan is Coach & Equipment Manufacturing Union 401(k) Plan?
Coach & Equipment Manufacturing Union 401(k) Plan is a 401(k) plan. It has been effective since 2022-08-01. The plan is filed with the U.S. Department of Labor under EIN 160727809.
Who sponsors the Coach & Equipment Manufacturing Union 401(k) Plan?
Coach & Equipment Manufacturing Union 401(k) Plan is sponsored by Coach & Equipment Manufacturing Corporation, located in New York. The sponsor's EIN is 160727809 and the plan operates in the Manufacturing industry.
How did Coach & Equipment Manufacturing Union 401(k) Plan perform in 2024?
Coach & Equipment Manufacturing Union 401(k) Plan grew by 138.5% during 2024, moving from $352K to $839K in total assets. Net income was $487K.
Where can I find official filings for Coach & Equipment Manufacturing Union 401(k) Plan?
Official Form 5500 filings for Coach & Equipment Manufacturing Union 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 160727809 or plan name at efast.dol.gov.
How does Coach & Equipment Manufacturing Union 401(k) Plan compare to other plans?
You can compare Coach & Equipment Manufacturing Union 401(k) Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 160727809.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.