401(k) · DOL Form 5500 · 2022

Captive Resources, LLC 401(k) Plan

Data updated 2026-08-11

$65M
Total assets
275
Participants
90th
Percentile by assets
$235,994
Avg per participant
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Official DOL plan name: Captive Resources 401(k) Plan · Sponsored by Captive Resources, LLC · Illinois · Finance & Insurance

$65M in assets, 275 participants

Captive Resources, LLC's Captive Resources 401(k) Plan reported $65M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #7,768 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Captive Resources 401(k) Plan covers 275 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $65M.

$65M
total plan assets (2022 EOY)
275
covered participants
90th
percentile by assets (of 139,126 plans)
$235,994
avg assets per participant

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Captive Resources 401(k) Plan sits by total assets

Captive Resources 401(k) Plan vs every filed plan by assets

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

$64,898,311 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Illinois
Industry
Finance & Insurance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Captive Resources 401(k) Plan reports 275 participants - about 35% of that state average ($65M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$65M
Net Income-$9M
Employer EIN300073596
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Captive Resources, LLC)

$60M$80M$100M$120M 202220232024 $64.9M $98.9M ▲ +52.4%
Total plan assets by year, all Captive Resources, LLC plans on file
Year Plans Participants Total Assets
2022 1 275 $65M
2023 1 313 $82M
2024 1 358 $99M

Nearby 401(k) Plans in Illinois

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

Captive Resources 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Captive Resources 40…, Total assets ($B): 0.064898311 · Participants: 275Captive Resources 40…State Farm 401(k) Sa…, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Sa…Accenture United Sta…, Total assets ($B): 14.283954811 · Participants: 66653Accenture United Sta…Abbott Laboratories …, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement…
Captive Resources 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Captive Resources 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Captive Resources 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Captive Resources 401(k) Plan assets move in 2022? ▼
Captive Resources 401(k) Plan pulled back noticeably - down 12.7% during 2022, from $74M to $65M. Reported net income was -$9M.
How have Captive Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Captive Resources, LLC's sponsor-wide assets grew 52.4%, from $65M to $99M.
Where does Captive Resources 401(k) Plan rank by assets among Form 5500 filers? ▼
Captive Resources 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Captive Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Little Rapids Corporation 401(k) and Retirement Plan in WI ($65M, 433 participants).

Next read for Captive Resources 401(k) Plan

Filing takeaways

Ways to act on Captive Resources 401(k) Plan's numbers.

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 300073596.

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.