Profit Sharing · DOL Form 5500 · 2024

Coastalsouth Inc. Profit Sharing Plan

Data updated 2026-08-25

$241K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$120,723
Avg per participant Near avg balance/head
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Official DOL plan name: Coastalsouth Inc. Retirement Plan · Sponsored by Coastalsouth Inc. · South Carolina · Retail Trade

$241K in assets, 2 participants

Coastalsouth Inc.'s Coastalsouth Inc. Retirement Plan reported $241K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,573 in Retail Trade (8,048 peers)

Coastalsouth Inc. multi-year trail

Coastalsouth Inc.'s plans moved +85.1% in assets from 2022 to 2024; this filing shows Coastalsouth Inc. Retirement Plan at $241K / 2 participants.

#1,573
in Retail Trade (8,048 peers)
+22.7%
assets growth YoY

Coastalsouth Inc. Retirement Plan among the smaller filed plans by assets

Coastalsouth Inc. Retirement Plan vs every filed plan by assets

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

$241,445 12th percentile higher than 12% 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

Coastalsouth Inc. Retirement 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. Coastalsouth Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coastalsouth Inc. Retirement Plan reported net income fell from $66K in the plan year 2023 filing to $45K in the plan year 2024 filing.
  • Coastalsouth Inc. Retirement Plan end-of-year assets rose from $197K in the plan year 2023 filing to $241K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 833182598 · Coastalsouth Inc. PY 2024 · Profit Sharing

Coastalsouth Inc. Retirement Plan · $241K · 2 · 12th

  • PHOTO $241K
  • IND 2
  • EOY 12th
  • 5500 Profit Sharing
  • ASSETS near Ascent Training, Inc. Retirement Plan
  • PCT ind #1573

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 Retail Trade retirement plans → · Plans in South Carolina →

Coastalsouth Inc. Retirement Plan in the asset neighbourhood

Coastalsouth Inc. Retirement PlanCoastalsouth Inc. Retirement…$241KAscent Training, Inc. Retirement PlanAscent Training, Inc. Retire…$242KStrickland & Hooten, P.a. Profit Sharing Plan and TrustStrickland & Hooten, P.a. Pr…$241KVeltema Ventures Corporation Retirement PlanVeltema Ventures Corporation…$242KRp Global Holdings Inc. Retirement PlanRp Global Holdings Inc. Reti…$242K
End-of-year total assets ($M) among Coastalsouth Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Coastalsouth Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coastalsouth Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$241K 85.14726970177982% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.13M $0.24M ▲ +84.6%
Year Plans Participants Total Assets
2022 1 3 $130K
2023 1 2 $197K
2024 1 2 $241K

Coastalsouth Inc. filing trail (2024)

Total Assets (Beginning of Year)$197K
Net Assets (End of Year)$241K
Net Income$45K
Employer EIN833182598
Plan Effective Date2019-01-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

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

Coastalsouth Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Coastalsouth Inc. Retirement Plan, Total assets ($B): 0.000241445 · Participants: 2Coastalsouth Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 2.165121786 · Participants: 29201Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.847554937 · Participants: 2827Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.248524918 · Participants: 2275Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.225415995 · Participants: 1401Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.051579073 · Participants: 191Usc School of Medicine Educational Trust Retirement Plan
Coastalsouth Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Coastalsouth Inc. Retirement Plan side-by-side with 3 peers →

Coastalsouth Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Ascent Training, Inc. Retirement Plan in GA ($242K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Coastalsouth Inc. Retirement Plan assets move in 2024? ▼
Coastalsouth Inc. Retirement Plan grew sharply - up 22.7% during 2024, from $197K to $241K. Reported net income was $45K.
How have Coastalsouth Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coastalsouth Inc.'s sponsor-wide assets grew 85.1%, from $130K to $241K.
Where does Coastalsouth Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Coastalsouth Inc. Retirement Plan ranks in the 12th 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 Profit Sharing plans are similar in size to Coastalsouth Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ascent Training, Inc. Retirement Plan in GA ($242K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Coastalsouth Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 833182598.

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.