401(k) · DOL Form 5500 · 2022

Captiva Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$704K
Total assets Small plan by assets
12
Participants Small participant base
21st
Percentile by assets National rank
$58,626
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Captiva Partners, Inc. 401(k) Plan · Sponsored by Captiva Partners, Inc. · Missouri · Construction

$704K in assets, 12 participants

Captiva Partners, Inc.'s Captiva Partners, Inc. 401(k) Plan reported $704K in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,886 in Construction (9,927 peers)

Captiva Partners, Inc. multi-year trail

Captiva Partners, Inc.'s plans moved +31.0% in assets from 2022 to 2024; this filing shows Captiva Partners, Inc. 401(k) Plan at $704K / 12 participants.

#1,886
in Construction (9,927 peers)
-12.4%
assets change YoY

The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Captiva Partners, Inc. 401(k) Plan among the smaller filed plans by assets

Captiva Partners, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$703,507 21st percentile higher than 21% of 139,123 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 2022

Captiva Partners, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Captiva Partners, Inc. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 844458451 · Captiva Partners, Inc. PY 2022 · 401(k)

Captiva Partners, Inc. 401(k) Plan · $704K · 12 · 21st

  • RANK $704K
  • PHOTO 12
  • IND 21st
  • EOY 401(k)
  • 5500 near Newera Healthcare Staffing Inc. Retirement Plan
  • ASSETS ind #1886

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 Construction retirement plans → · Plans in Missouri →

Captiva Partners, Inc. 401(k) Plan in the asset neighbourhood

Captiva Partners, Inc. 401(k) PlanCaptiva Partners, Inc. 401(k…$704KNewera Healthcare Staffing Inc. Retirement PlanNewera Healthcare Staffing I…$704KPersonal Care, Inc. 401(k) PlanPersonal Care, Inc. 401(k) P…$703KSri Technologies, Inc. Retirement Savings PlanSri Technologies, Inc. Retir…$704KJ.S. Helwig & Son, LLC 401(k) PlanJ.S. Helwig & Son, LLC 401(k…$704K
End-of-year total assets ($M) among Captiva Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Captiva Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Captiva Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$922K 31.014332479989537% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.7M $0.92M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 12 $704K
2023 1 12 $909K
2024 1 10 $922K

Captiva Partners, Inc. filing trail (2022)

Total Assets (Beginning of Year)$803K
Net Assets (End of Year)$704K
Net Income-$99K
Employer EIN844458451
Plan Effective Date2020-01-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Captiva Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Captiva Partners, Inc. 401(k) Plan, Total assets ($B): 0.000703507 · Participants: 12Captiva Partners, Inc. 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Captiva Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Captiva Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Captiva Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Newera Healthcare Staffing Inc. Retirement Plan in FL ($704K); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($704K here).

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Captiva Partners, Inc. 401(k) Plan assets move in 2022? ▼
Captiva Partners, Inc. 401(k) Plan pulled back noticeably - down 12.4% during 2022, from $803K to $704K. Reported net income was -$99K.
How have Captiva Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Captiva Partners, Inc.'s sponsor-wide assets grew 31.0%, from $704K to $922K.
Where does Captiva Partners, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Captiva Partners, Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Captiva Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Newera Healthcare Staffing Inc. Retirement Plan in FL ($704K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Captiva Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844458451.

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.