401(k) · DOL Form 5500 · 2023

Coach USA, Inc. 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
2,340
Participants Above avg headcount
89th
Percentile by assets National rank
$32,362
Avg per participant Low balance/head
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Official DOL plan name: Coach USA, Inc. 401(k) and Savings Plan · Sponsored by Coach USA, Inc. · New Jersey · Transportation & Warehousing

$76M in assets, 2,340 participants

Coach USA, Inc.'s Coach USA, Inc. 401(k) and Savings Plan reported $76M in total assets and 2,340 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,924 in Transportation & Warehousing (3,362 peers)

Coverage in New Jersey

Coach USA, Inc. 401(k) and Savings Plan covers 2,340 participants in New Jersey, 2.8x the typical New Jersey plan (state average ~844 per filing). Assets: $76M.

#2,924
in Transportation & Warehousing (3,362 peers)
+9.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Coach USA, Inc. 401(k) and Savings Plan's outsized position by total assets

Coach USA, Inc. 401(k) and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$75,726,023 Top 11% higher than 89% of 127,068 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 2023

Coach USA, Inc. 401(k) and Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coach USA, Inc. 401(k) and Savings Plan lands in the large band (2,340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coach USA, Inc. 401(k) and Savings Plan reported participants rose from 938 in the plan year 2022 filing to 2,340 in the plan year 2023 filing.
  • Coach USA, Inc. 401(k) and Savings Plan reported net income rose from -$17M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Coach USA, Inc. 401(k) and Savings Plan end-of-year assets rose from $69M in the plan year 2022 filing to $76M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760608391 · Coach USA, Inc. PY 2023 · 401(k)

Coach USA, Inc. 401(k) and Savings Plan · $76M · 2,340 · 89th

  • ASSETS $76M
  • ASSETS 2,340
  • ASSETS 89th
  • ASSETS 401(k)
  • ASSETS near Lindt & Sprungli (USA), Inc. 401(k) Plan
  • ASSETS ind #2924

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 Transportation & Warehousing retirement plans → · Plans in New Jersey →

Coach USA, Inc. 401(k) and Savings Plan in the asset neighbourhood

Coach USA, Inc. 401(k) and Savings PlanCoach USA, Inc. 401(k) and S…$76MHealth Fitness Corporation 401(k) Savings PlanHealth Fitness Corporation 4…$76MLindt & Sprungli (USA), Inc. 401(k) PlanLindt & Sprungli (USA), Inc.…$76MAdolfson & Peterson, Inc. Salary Savings PlanAdolfson & Peterson, Inc. Sa…$76MMidflorida Credit Union Capital Accumulation PlanMidflorida Credit Union Capi…$76M
End-of-year total assets ($M) among Coach USA, Inc. 401(k) and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$76M
Net Income$7M
Employer EIN760608391
Plan Effective Date1997-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Coach USA, Inc.)

Sponsor-wide plan assets over time

All Coach USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$76M 9.809809658849131% vs 2022
2023 filing year
$65M$70M$75M$80M 20222023 $69M $75.7M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 938 $69M
2023 1 2,340 $76M

Nearby 401(k) Plans in New Jersey

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

Coach USA, Inc. 401(k) and Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Coach USA, Inc. 401(k) and Savings Plan, Total assets ($B): 0.075726023 · Participants: 2340Coach USA, Inc. 401(k) and Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Coach USA, Inc. 401(k) and Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Coach USA, Inc. 401(k) and Savings Plan side-by-side with 3 peers →

Coach USA, Inc. 401(k) and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Lindt & Sprungli (USA), Inc. 401(k) Plan in NH ($76M); by covered participants it is Cortland Holdings, LLC 401(k) Plan in GA (2,340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,340 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Coach USA, Inc. 401(k) and Savings Plan assets move in 2023? ▼
Coach USA, Inc. 401(k) and Savings Plan grew at a solid clip - up 9.8% during 2023, from $69M to $76M. Reported net income was $7M.
How have Coach USA, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Coach USA, Inc.'s sponsor-wide assets grew 9.8%, from $69M to $76M.
Where does Coach USA, Inc. 401(k) and Savings Plan rank by assets among Form 5500 filers? ▼
Coach USA, Inc. 401(k) and Savings Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Coach USA, Inc. 401(k) and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lindt & Sprungli (USA), Inc. 401(k) Plan in NH ($76M, 914 participants).
Which 401(k) plans cover a similar participant headcount to Coach USA, Inc. 401(k) and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cortland Holdings, LLC 401(k) Plan in GA (2,340 participants, $48M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760608391.

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.