401(k) · DOL Form 5500 · 2022

Captive Resources, LLC 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
275
Participants Below avg headcount
90th
Percentile by assets National rank
$235,994
Avg per participant Above avg balance/head
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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.

  • #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.

#7,768
in Finance & Insurance (9,261 peers)
-12.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Captive Resources 401(k) Plan's outsized position 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 $2,050,000,000 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

Captive Resources 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Captive Resources 401(k) Plan sits mid-pack in the medium band (275 participants).

Form 5500 schedule snapshot

Filing strip 300073596 · Captive Resources, LLC PY 2022 · 401(k)

Captive Resources 401(k) Plan · $65M · 275 · 90th

  • NET $65M
  • NET 275
  • NET 90th
  • NET 401(k)
  • NET near Little Rapids Corporation 401(k) and Retirement Plan
  • NET ind #7768

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 Finance & Insurance retirement plans → · Plans in Illinois →

Captive Resources 401(k) Plan in the asset neighbourhood

Partner Engineering and Science 401(k) PlanPartner Engineering and Scie…$65MCaptive Resources 401(k) Plan$65MLittle Rapids Corporation 401(k) and Retirement PlanLittle Rapids Corporation 40…$65MAdolfson & Peterson, Inc. Salary Savings PlanAdolfson & Peterson, Inc. Sa…$65MRetirement Savings Plan for Employees of Boh Company, LLC, Boh Bros.Retirement Savings Plan for …$65M
End-of-year total assets ($M) among Captive Resources 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Captive Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$99M 52.35487099194307% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $64.9M $98.9M ▲ +52.4%
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 ($B) Participants Captive Resources 401(k) Plan, Total assets ($B): 0.064898311 · Participants: 275Captive Resources 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
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 →

Captive Resources 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Little Rapids Corporation 401(k) and Retirement Plan in WI ($65M); by covered participants it is Tweddle Group Inc. 401(k) Plan in MI (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 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).
Which 401(k) plans cover a similar participant headcount to Captive Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tweddle Group Inc. 401(k) Plan in MI (275 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 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.