Profit Sharing · DOL Form 5500 · 2024

Coastline Elderly Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
174
Participants Small participant base
47th
Percentile by assets National rank
$38,079
Avg per participant Low balance/head
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Official DOL plan name: Coastline Employees 403(b) Plan · Sponsored by Coastline Elderly Services, Inc. · Massachusetts · Healthcare & Social Assistance

$7M in assets, 174 participants

Coastline Elderly Services, Inc.'s Coastline Employees 403(b) Plan reported $7M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,729 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Coastline Employees 403(b) Plan covers 174 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#8,729
in Healthcare & Social Assistance (16,916 peers)
+13.3%
assets growth YoY

Coastline Employees 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Coastline Employees 403(b) Plan vs every filed plan by assets

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

$6,625,754 47th percentile higher than 47% 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

Coastline Employees 403(b) 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. Coastline Employees 403(b) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coastline Employees 403(b) Plan reported net income fell from $911K in the plan year 2023 filing to $779K in the plan year 2024 filing.
  • Coastline Employees 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Coastline Employees 403(b) Plan reported participants rose from 158 in the plan year 2023 filing to 174 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042622121 · Coastline Elderly Services, Inc. PY 2024 · Profit Sharing

Coastline Employees 403(b) Plan · $7M · 174 · 47th

  • IND $7M
  • EOY 174
  • 5500 47th
  • ASSETS Profit Sharing
  • PCT near Polyjohn Enterprises Corporation Profit Sharing Plan
  • EIN ind #8729

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Coastline Employees 403(b) Plan in the asset neighbourhood

Coastline Employees 403(b) PlanCoastline Employees 403(b) P…$7MLollypop Farm, Humane Society of Greater Rochester Retirement PlanLollypop Farm, Humane Societ…$7MBehrooz Broukhim, M.D., Inc. Profit Sharing PlanBehrooz Broukhim, M.D., Inc.…$7MPolyjohn Enterprises Corporation Profit Sharing PlanPolyjohn Enterprises Corpora…$7MHilda & Alice, Inc. Profit Sharing PlanHilda & Alice, Inc. Profit S…$7M
End-of-year total assets ($M) among Coastline Employees 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$779K
Employer EIN042622121
Plan Effective Date2014-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coastline Elderly Services, Inc.)

Sponsor-wide plan assets over time

All Coastline Elderly Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 34.22100209239391% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.94M $6.63M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 166 $5M
2023 1 158 $6M
2024 1 174 $7M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Coastline Employees 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Coastline Employees 403(b) Plan, Total assets ($B): 0.006625754 · Participants: 174Coastline Employees 403(b) PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 16.746508173 · Participants: 76559Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.11674253 · Participants: 14037Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.93023844 · Participants: 5518Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.685607607 · Participants: 6385The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.656271721 · Participants: 3065Sheet Metal Workers Local 17 Annuity Income Fund
Coastline Employees 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Coastline Employees 403(b) Plan side-by-side with 3 peers →

Coastline Employees 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Polyjohn Enterprises Corporation Profit Sharing Plan in IN ($7M); by covered participants it is Prescott College 403(b) Plan in AZ (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Coastline Employees 403(b) Plan assets move in 2024? ▼
Coastline Employees 403(b) Plan grew at a solid clip - up 13.3% during 2024, from $6M to $7M. Reported net income was $779K.
How have Coastline Elderly Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastline Elderly Services, Inc.'s sponsor-wide assets grew 34.2%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Coastline Employees 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Polyjohn Enterprises Corporation Profit Sharing Plan in IN ($7M, 131 participants).
Which Profit Sharing plans cover a similar participant headcount to Coastline Employees 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Prescott College 403(b) Plan in AZ (174 participants, $15M 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 042622121.

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.