401(k) · DOL Form 5500 · 2024

Coastal Joe's Inc. 401(k) Plan

Data updated 2026-08-25

$605K
Total assets Small plan by assets
3
Participants Small participant base
19th
Percentile by assets National rank
$201,588
Avg per participant Above avg balance/head
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Official DOL plan name: Coastal Joe's Inc. 401(k) Plan · Sponsored by Coastal Joe's Inc. · Texas · Food Services & Accommodation

$605K in assets, 3 participants

Coastal Joe's Inc.'s Coastal Joe's Inc. 401(k) Plan reported $605K in total assets and 3 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.

  • #1,830 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Coastal Joe's Inc. 401(k) Plan ranks #1,830 of 3,672 2024 filers by assets (3235% of the sector average)-$605K for 3 participants.

#1,830
in Food Services & Accommodation (3,672 peers)
-4.8%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coastal Joe's Inc. 401(k) Plan among the smaller filed plans by assets

Coastal Joe's Inc. 401(k) Plan vs every filed plan by assets

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

$604,765 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 Joe's Inc. 401(k) 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 Joe's Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coastal Joe's Inc. 401(k) Plan reported participants rose from 1 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Coastal Joe's Inc. 401(k) Plan reported net income rose from -$118K in the plan year 2023 filing to -$30K in the plan year 2024 filing.
  • Coastal Joe's Inc. 401(k) Plan end-of-year assets fell from $635K in the plan year 2023 filing to $605K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 863723609 · Coastal Joe's Inc. PY 2024 · 401(k)

Coastal Joe's Inc. 401(k) Plan · $605K · 3 · 19th

  • VS-ST $605K
  • VS-ST 3
  • VS-ST 19th
  • VS-ST 401(k)
  • VS-ST near Willow Tree 401(k) Plan
  • VS-ST ind #1830

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 Texas →

Coastal Joe's Inc. 401(k) Plan in the asset neighbourhood

Coastal Joe's Inc. 401(k) PlanCoastal Joe's Inc. 401(k) Pl…$605KWillow Tree 401(k) Plan$605KPremier Legacy Corporation 401(k) PlanPremier Legacy Corporation 4…$605KAttorneys Insurance Mutual of the South,Rrg 401(k) PlanAttorneys Insurance Mutual o…$605KArant, Inc. 401(k) Plan$605K
End-of-year total assets ($M) among Coastal Joe's Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$635K
Net Assets (End of Year)$605K
Net Income-$30K
Employer EIN863723609
Plan Effective Date2021-07-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastal Joe's Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$605K 19.65316536755357% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M$0.8M 202220232024 $0.75M $0.6M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 N/A $753K
2023 1 1 $635K
2024 1 3 $605K

Nearby 401(k) Plans in Texas

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

Coastal Joe's Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Coastal Joe's Inc. 401(k) Plan, Total assets ($B): 0.000604765 · Participants: 3Coastal Joe's Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Coastal Joe's Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Coastal Joe's Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Willow Tree 401(k) Plan in CA ($605K); by covered participants it is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($605K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Joe's Inc. 401(k) Plan assets move in 2024? ▼
Coastal Joe's Inc. 401(k) Plan edged down modestly - down 4.8% during 2024, from $635K to $605K. Reported net income was -$30K.
How have Coastal Joe's Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastal Joe's Inc.'s sponsor-wide assets declined 19.7%, from $753K to $605K.
Where does Coastal Joe's Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Coastal Joe's Inc. 401(k) 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 Joe's Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Willow Tree 401(k) Plan in CA ($605K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Joe's Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants, $1M 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 863723609.

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.