401(k) · DOL Form 5500 · 2022

Captain Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
35th
Percentile by assets National rank
$213,869
Avg per participant Above avg balance/head
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Official DOL plan name: Captain Enterprises, LLC 401(k) Plan · Sponsored by Captain Enterprises, LLC · California · Professional & Technical Services

$2M in assets, 10 participants

Captain Enterprises, LLC's Captain Enterprises, LLC 401(k) Plan reported $2M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,789 in Professional & Technical Services (21,562 peers)

Captain Enterprises, LLC multi-year trail

Captain Enterprises, LLC's plans moved +29.1% in assets from 2022 to 2024; this filing shows Captain Enterprises, LLC 401(k) Plan at $2M / 10 participants.

#6,789
in Professional & Technical Services (21,562 peers)
-12.3%
assets change YoY

The plan reported a net loss of $299K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Captain Enterprises, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Captain Enterprises, LLC 401(k) Plan vs every filed plan by assets

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

$2,138,691 35th percentile higher than 35% 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

Captain Enterprises, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Captain Enterprises, LLC 401(k) Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 205274015 · Captain Enterprises, LLC PY 2022 · 401(k)

Captain Enterprises, LLC 401(k) Plan · $2M · 10 · 35th

  • EOY $2M
  • 5500 10
  • ASSETS 35th
  • PCT 401(k)
  • EIN near Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust
  • RANK ind #6789

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 Professional & Technical Services retirement plans → · Plans in California →

Captain Enterprises, LLC 401(k) Plan in the asset neighbourhood

Captain Enterprises, LLC 401(k) PlanCaptain Enterprises, LLC 401…$2MSorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and TrustSorrento Lumber Co., Inc. 40…$2MRapid Displays, Inc. Union 401(k) PlanRapid Displays, Inc. Union 4…$2MAnna Maria of Aurora, Inc. 401(k) PlanAnna Maria of Aurora, Inc. 4…$2MMcvay Brothers Contractors, Inc. 401(k) Profit Sharing Plan and TrustMcvay Brothers Contractors, …$2M
End-of-year total assets ($M) among Captain Enterprises, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Captain Enterprises, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Captain Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 29.062823942308636% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.14M $2.76M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 8 $2M
2024 1 8 $3M

Captain Enterprises, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$299K
Employer EIN205274015
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Captain Enterprises, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Captain Enterprises, LLC 401(k) Plan, Total assets ($B): 0.002138691 · Participants: 10Captain Enterprises, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Captain Enterprises, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Captain Enterprises, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust in LA ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Captain Enterprises, LLC 401(k) Plan assets move in 2022?
Captain Enterprises, LLC 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $2M to $2M. Reported net income was -$299K.
How have Captain Enterprises, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Captain Enterprises, LLC's sponsor-wide assets grew 29.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Captain Enterprises, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Sorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and Trust in LA ($2M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Captain Enterprises, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M in assets).