401(k) · DOL Form 5500 · 2022

Capula Investment US LP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
42
Participants Small participant base
60th
Percentile by assets National rank
$189,629
Avg per participant Above avg balance/head
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Official DOL plan name: Capula Investment US LP 401(k) Plan · Sponsored by Capula Investment US LP · New York · Finance & Insurance

$8M in assets, 42 participants

Capula Investment US LP's Capula Investment US LP 401(k) Plan reported $8M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #4,025 in Finance & Insurance (9,261 peers)

Capula Investment US LP multi-year trail

Capula Investment US LP's plans moved +61.1% in assets from 2022 to 2024; this filing shows Capula Investment US LP 401(k) Plan at $8M / 42 participants.

#4,025
in Finance & Insurance (9,261 peers)
-5.9%
assets change YoY

The plan reported a net loss of $497K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capula Investment US LP 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Capula Investment US LP 401(k) Plan vs every filed plan by assets

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

$7,964,419 Top 40% higher than 60% 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

Capula Investment US LP 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. Capula Investment US LP 401(k) Plan is a small filing (42 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 460524138 · Capula Investment US LP PY 2022 · 401(k)

Capula Investment US LP 401(k) Plan · $8M · 42 · 60th

  • VS-ST $8M
  • VS-ST 42
  • VS-ST 60th
  • VS-ST 401(k)
  • VS-ST near Uspc 401(k) Plan
  • VS-ST ind #4025

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 New York →

Capula Investment US LP 401(k) Plan in the asset neighbourhood

Capula Investment US LP 401(k) PlanCapula Investment US LP 401(…$8MUspc 401(k) Plan$8MHealthcare Quality Strategies, Inc. Salary Savings PlanHealthcare Quality Strategie…$8MOnion River Co-Op 401(k) Plan$8MMagic Valley Women's Health Clinic, PLLC 401(k) Profit Sharing PlanMagic Valley Women's Health …$8M
End-of-year total assets ($M) among Capula Investment US LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Capula Investment US LP multi-year asset trail

Sponsor-wide plan assets over time

All Capula Investment US LP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 61.1213197095733% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.96M $12.8M ▲ +61.2%
Year Plans Participants Total Assets
2022 1 42 $8M
2023 1 44 $10M
2024 1 46 $13M

Capula Investment US LP filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$497K
Employer EIN460524138
Plan Effective Date2010-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Capula Investment US LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Capula Investment US LP 401(k) Plan, Total assets ($B): 0.007964419 · Participants: 42Capula Investment US LP 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Capula Investment US LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Capula Investment US LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Uspc 401(k) Plan in GA ($8M); by covered participants it is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 participants). Same-state nearby plans are listed separately above.

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 Capula Investment US LP 401(k) Plan assets move in 2022?
Capula Investment US LP 401(k) Plan pulled back noticeably - down 5.9% during 2022, from $8M to $8M. Reported net income was -$497K.
How have Capula Investment US LP plan assets changed over time?
Across 3 plan years on file (2022-2024), Capula Investment US LP's sponsor-wide assets grew 61.1%, from $8M to $13M.
Which 401(k) plans are similar in size to Capula Investment US LP 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Uspc 401(k) Plan in GA ($8M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Capula Investment US LP 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 participants, $1M in assets).