401(k) · DOL Form 5500 · 2024

Coastal Management LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
935
Participants Near avg headcount
25th
Percentile by assets National rank
$1,360
Avg per participant Low balance/head
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Official DOL plan name: Coastal Management LLC 401(k) Plan and Trust · Sponsored by Coastal Management LLC · South Carolina · Food Services & Accommodation

$1M in assets, 935 participants

Coastal Management LLC's Coastal Management LLC 401(k) Plan and Trust reported $1M in total assets and 935 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,207 in Food Services & Accommodation (3,672 peers)

Coverage in South Carolina

Coastal Management LLC 401(k) Plan and Trust covers 935 participants in South Carolina, 2.5x the typical South Carolina plan (state average ~369 per filing). Assets: $1M.

#2,207
in Food Services & Accommodation (3,672 peers)
+59.5%
assets growth YoY

Coastal Management LLC 401(k) Plan and Trust among the smaller filed plans by assets

Coastal Management LLC 401(k) Plan and Trust vs every filed plan by assets

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

$1,271,419 25th percentile higher than 25% 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 Management LLC 401(k) Plan and Trust 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 Management LLC 401(k) Plan and Trust sits mid-pack in the medium band (935 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coastal Management LLC 401(k) Plan and Trust end-of-year assets rose from $797K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Coastal Management LLC 401(k) Plan and Trust reported participants rose from 873 in the plan year 2023 filing to 935 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 800705181 · Coastal Management LLC PY 2024 · 401(k)

Coastal Management LLC 401(k) Plan and Trust · $1M · 935 · 25th

  • ASSETS $1M
  • PCT 935
  • EIN 25th
  • RANK 401(k)
  • PHOTO near Ce Real Estate Holdings, Inc. 401(k) Profit Sharing Plan
  • IND ind #2207

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 Food Services & Accommodation retirement plans → · Plans in South Carolina →

Coastal Management LLC 401(k) Plan and Trust in the asset neighbourhood

Coastal Management LLC 401(k) Plan and TrustCoastal Management LLC 401(k…$1MCe Real Estate Holdings, Inc. 401(k) Profit Sharing PlanCe Real Estate Holdings, Inc…$1MCentrio Energy Syracuse LLC 401(k) Retirement PlanCentrio Energy Syracuse LLC …$1MBcbs Management, Inc. 401(k) Profit Sharing PlanBcbs Management, Inc. 401(k)…$1MThe Insurance Archaeology Group, Ltd. 401(k) PlanThe Insurance Archaeology Gr…$1M
End-of-year total assets ($M) among Coastal Management LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$797K
Net Assets (End of Year)$1M
Net Income$474K
Employer EIN800705181
Plan Effective Date2022-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Management LLC)

Sponsor-wide plan assets over time

All Coastal Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 302.7862609929797% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.32M $1.27M ▲ +296.9%
Year Plans Participants Total Assets
2022 1 967 $316K
2023 1 873 $797K
2024 1 935 $1M

Nearby 401(k) Plans in South Carolina

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

Coastal Management LLC 401(k) Plan and Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -1012345 Total assets ($B) Participants Coastal Management LLC 401(k) Plan and Trust, Total assets ($B): 0.001271419 · Participants: 935Coastal Management LLC 401(k) Plan and TrustMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Coastal Management LLC 401(k) Plan and Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Coastal Management LLC 401(k) Plan and Trust side-by-side with 3 peers →

Coastal Management LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Ce Real Estate Holdings, Inc. 401(k) Profit Sharing Plan in TX ($1M); by covered participants it is M. H. Logistics Corporation 401(k) Retirement & Savings Plan in IL (935 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (935 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 Management LLC 401(k) Plan and Trust assets move in 2024? ▼
Coastal Management LLC 401(k) Plan and Trust surged - up 59.5% during 2024, from $797K to $1M. Reported net income was $474K.
How have Coastal Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Management LLC's sponsor-wide assets grew 302.8%, from $316K to $1M.
Where does Coastal Management LLC 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Coastal Management LLC 401(k) Plan and Trust ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Coastal Management LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ce Real Estate Holdings, Inc. 401(k) Profit Sharing Plan in TX ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Management LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is M. H. Logistics Corporation 401(k) Retirement & Savings Plan in IL (935 participants, $115M 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 800705181.

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.