401(k) · DOL Form 5500 · 2022

Capstone Collegiate Communities, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
79
Participants Small participant base
66th
Percentile by assets National rank
$133,581
Avg per participant Near avg balance/head
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Official DOL plan name: Capstone Collegiate Communities, LLC 401(k) Saving · Sponsored by Capstone Collegiate Communities, LLC · Alabama · Real Estate

$11M in assets, 79 participants

Capstone Collegiate Communities, LLC's Capstone Collegiate Communities, LLC 401(k) Saving reported $11M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,107 in Real Estate (5,057 peers)

Capstone Collegiate Communities, LLC multi-year trail

Capstone Collegiate Communities, LLC's plans moved +25.2% in assets from 2022 to 2023; this filing shows Capstone Collegiate Communities, LLC 401(k) Saving at $11M / 79 participants.

#4,107
in Real Estate (5,057 peers)
-10.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capstone Collegiate Communities, LLC 401(k) Saving's mid-pack asset rank among Real Estate and all filers

Capstone Collegiate Communities, LLC 401(k) Saving vs every filed plan by assets

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

$10,552,903 Top 34% higher than 66% 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

Capstone Collegiate Communities, LLC 401(k) Saving among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capstone Collegiate Communities, LLC 401(k) Saving is a small filing (79 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 453600200 · Capstone Collegiate Communities, LLC PY 2022 · 401(k)

Capstone Collegiate Communities, LLC 401(k) Saving · $11M · 79 · 66th

  • SCH $11M
  • EBSA 79
  • PART 66th
  • TYPE 401(k)
  • NET near P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan
  • BOOK ind #4107

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 Real Estate retirement plans → · Plans in Alabama →

Capstone Collegiate Communities, LLC 401(k) Saving in the asset neighbourhood

Capstone Collegiate Communities, LLC 401(k) SavingCapstone Collegiate Communit…$11MP&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings PlanP&s Investment Company, Lcl …$11MTimberline Lodge Employee Savings and Protection PlanTimberline Lodge Employee Sa…$11MTwin Med 401(k) Plan$11MPrimehealth Physicians, LLC 401(k) PlanPrimehealth Physicians, LLC …$11M
End-of-year total assets ($M) among Capstone Collegiate Communities, LLC 401(k) Saving and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Capstone Collegiate Communities, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Capstone Collegiate Communities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 25.225182113395718% vs 2022
2023 filing year
$10M$11M$12M$13M$14M 20222023 $10.6M $13.2M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 79 $11M
2023 1 80 $13M

Capstone Collegiate Communities, LLC filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN453600200
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Capstone Collegiate Communities, LLC 401(k) Saving vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Capstone Collegiate Communities, LLC 401(k) Saving, Total assets ($B): 0.010552903 · Participants: 79Capstone Collegiate Communities, LLC 401(k) SavingRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Capstone Collegiate Communities, LLC 401(k) Saving vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Capstone Collegiate Communities, LLC 401(k) Saving side-by-side with 3 peers →

Capstone Collegiate Communities, LLC 401(k) Saving's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan in WI ($11M); by covered participants it is Urbieta 401(k) Plan in FL (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Capstone Collegiate Communities, LLC 401(k) Saving assets move in 2022? ▼
Capstone Collegiate Communities, LLC 401(k) Saving pulled back noticeably - down 10.8% during 2022, from $12M to $11M. Reported net income was -$1M.
How have Capstone Collegiate Communities, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Capstone Collegiate Communities, LLC's sponsor-wide assets grew 25.2%, from $11M to $13M.
Which 401(k) plans are similar in size to Capstone Collegiate Communities, LLC 401(k) Saving? ▼
Among 401(k) plans in other states, the closest by assets is P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan in WI ($11M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Capstone Collegiate Communities, LLC 401(k) Saving? ▼
Among 401(k) plans in other states, the closest by covered participants is Urbieta 401(k) Plan in FL (79 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 453600200.

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.