Coach Holdco, LLC.

Business services / Property management· Northport, NYcoachrealtors.com
Formerly COACH REAL ESTATE ASSOCIATES, INC. (until plan year 2023)NAICS 531390
As of · 2 sources, 16 observations, 3 events; scored today
Find capital
Borrowers in this sector

What matters now

  1. $0.5M to $1.8M
    probable EBITDA

    Probable EBITDA $0.5M to $1.8M on revenue of $4.8M to $9M, estimated from 60 employees.

    Inside the $1M to $15M EBITDA range most independent sponsors state they buy.

    InferenceDFX estimate from headcount on Form 5500, 55% confidence
  2. 38
    dealability of 100

    Why it fits: operating tenure +20, 30 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +3.8, $75,731 retirement assets per participant suggests a long-tenured workforce.

    The largest contributions to its dealability score, each with the fact it rests on.

    DerivedDFX score, 26 Sep 2026
  3. 76
    data confidence of 100

    How sure the record is: 2 independent sources; latest effective observation 12 Sep 2026; size estimate at 55% confidence.

    How much of this page rests on independent sources rather than on our estimates.

    Measuredcount of sources and dates on the record
Dealability
38
elevated
Sponsor fit
95
high
Transition readiness
0
low
Data confidence
76
high
Opportunity
0
ranking only
What is it

Business services (Property management) employer in Northport, NY, with 65 benefit plan participants on its latest filing, and a benefit plan in place since 1996. No website description has been captured yet.

Why does it fit
  • +24.2Size band fit
    Estimate
  • +20Operating tenure
    Fact
  • +3.8Workforce stability
    Inference
  • +15Sector demand
    Inference
  • -25Already sponsor owned likely
    Inference
Why now
  • +3.2Sponsor name changedOwnership event
    FactJan 1, 2023efast.dol.gov
  • -77.4AcquiredResolved
    InferenceJan 1, 2023efast.dol.gov
  • +9.6Market pullMarket pull
    Inference
What its own filings say
  1. 1996 to 2026Long establishedcontext weightFact
    Has run a benefit plan since 1996, at least 30 years, so the business is older than that.
    Form 5500 · read Sep 17, 2026
How large is it
Probable revenue
$4.8M to $9.0M Estimate
Probable EBITDA
$480,000 to $1.8M Estimate
Workforce proxy
65 plan participants
Estimate computed on
60 employees, the headcount the size estimate used
Method
employees x sector revenue/employee band x sector EBITDA margin band
Confidence
55%
How certain are we
  • +30Source breadth
    Fact2 independent sources
  • +29.5Freshness
    Factlatest effective observation 2026-09-12
  • +16.5Size estimate quality
    Estimate
What changed
Ownership and transition activity
How the four classes are defined
  1. Jan 1, 2026plan year 2026Company transitionFactFinal filing, next year unpublishedconfidence 80%
    Final Form 5500 for 1 plan; the following plan year is not yet on the record
    Rule: On the 2022 and 2023 tapes, 79 to 80% of sponsors that marked a return final were absent from the RAW Form 5500 record the following plan year (any size, any industry, EIN and successor), against 1.8 to 2.1% of sponsors that did not; that is next-year absence, not a sale rate
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 23, 2026
  2. Mar 2, 2023announcedConfirmed transactionFactMergerconfidence 90%
    Merger by Howard Hanna Real Estate Services; the plan sponsor of record was COACH REAL ESTATE ASSOCIATES, INC.
    Buyer: Howard Hanna Real Estate Services (Pittsburgh, PA)
    DFX analyst research (General-assisted, every claim URL-cited) inman.com · last verified Sep 14, 2026
Announced transactions
  1. Mar 2, 2023Mergerconfidence 90%
    Howard Hanna Real Estate Services acquired Coach Holdco, LLC. (Northport, NY)
    Howard Hanna merges with New York-based Coach Realtors
    DFX analyst research (General-assisted, every claim URL-cited) inman.com
  1. Every dated event
  2. Jan 1, 2026Final benefit plan filingFactTransaction preparation
    Coach Holdco, LLC. filed a final Form 5500 for 1 plan
    DOL EFAST2 Form 5500 datasets efast.dol.gov
  3. Jan 1, 2023Plan sponsor name changedFactOwnership event
    Coach Holdco, LLC.: sponsor name changed from COACH REAL ESTATE ASSOCIATES, INC. on its Form 5500-SF
    DOL EFAST2 Form 5500 datasets efast.dol.gov
  4. Jan 1, 2023AcquiredInferenceTransaction activity
    Coach Holdco, LLC.: plan sponsor of record changed from Coach Real Estate Associates, Inc. to a holding-company style entity, which often follows an ownership change
    DOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers

No named leader on the record yet: the company's site did not list one where we read it.

Profile
Founded
benefit plan since May 1, 1996 (age floor 30 years)
Ownership
not observed
Plans on file
1
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants60Fact2024-01-01DOL EFAST2 Form 5500 datasets
Ebitda band$1.1MEstimate2026-09-12DFX model output (scores, estimates, matches)
no URL
Ebitda band$1.1MEstimate2026-09-11DFX model output (scores, estimates, matches)
no URL
Hq locationNorthport, NYFact2024-01-01DOL EFAST2 Form 5500 datasets
Naics code531390Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$4.5MFact2026-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$4.9MFact2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$4.4MFact2023-01-01DOL EFAST2 Form 5500 datasets
Plan count1Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest1996-05-01Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants65Fact2026-01-01DOL EFAST2 Form 5500 datasets
Plan participants67Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants66Fact2023-01-01DOL EFAST2 Form 5500 datasets
SubsectorProperty managementFact2024-01-01DOL EFAST2 Form 5500 datasets
VerticalBusiness servicesFact2024-01-01DOL EFAST2 Form 5500 datasets
WebsiteInference2026-09-12DFX model output (scores, estimates, matches)
no URL

›Connections

every published relationship on the graph
Show 1 connection across 1 kind
Controlled by (1)
  • → Unnamed recordCompanymerger
    Mar 2, 2023 to presentfactDFX's own graph
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