401(k) · DOL Form 5500 · 2022

Capell & Howard PC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
48
Participants Small participant base
83rd
Percentile by assets National rank
$637,203
Avg per participant High balance/head
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Official DOL plan name: Capell & Howard PC 401(k) Profit Sharing Plan & Trust · Sponsored by Capell & Howard PC · Alabama · Professional & Technical Services

$31M in assets, 48 participants

Capell & Howard PC's Capell & Howard PC 401(k) Profit Sharing Plan & Trust reported $31M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,040 in Professional & Technical Services (21,562 peers)

Where Capell & Howard PC 401(k) Profit Sharing Plan & Trust sits by assets

Capell & Howard PC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $31M for 48 participants (~$637,203/participant), down 23.2% in 2022.

#18,040
in Professional & Technical Services (21,562 peers)
-23.2%
assets change YoY
0.3×
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.

Capell & Howard PC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Capell & Howard PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$30,585,734 Top 17% higher than 83% 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

Capell & Howard PC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capell & Howard PC 401(k) Profit Sharing Plan & Trust is a small filing (48 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 630593542 · Capell & Howard PC PY 2022 · 401(k)

Capell & Howard PC 401(k) Profit Sharing Plan & Trust · $31M · 48 · 83rd

  • BOY $31M
  • SCH 48
  • EBSA 83rd
  • PART 401(k)
  • TYPE near Archroma Retirement Savings Plan
  • NET ind #18040

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 Alabama →

Capell & Howard PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Capell & Howard PC 401(k) Profit Sharing Plan & TrustCapell & Howard PC 401(k) Pr…$31MArchroma Retirement Savings PlanArchroma Retirement Savings …$31MHospice & Community Care 401(k) Retirement PlanHospice & Community Care 401…$31MGreat Hearts Academies 401(k) PlanGreat Hearts Academies 401(k…$31MNiit (USA), Inc. 401(k) Plan$31M
End-of-year total assets ($M) among Capell & Howard PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$31M
Net Income-$9M
Employer EIN630593542
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capell & Howard PC)

Sponsor-wide plan assets over time

All Capell & Howard PC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 18.36965887429741% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.6M $36.2M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 48 $31M
2023 1 43 $35M
2024 1 55 $36M

Nearby 401(k) Plans in Alabama

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

Capell & Howard PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Capell & Howard PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.030585734 · Participants: 48Capell & Howard PC 401(k) Profit Sharing Plan & TrustRegions 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
Capell & Howard PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Capell & Howard PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Capell & Howard PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Archroma Retirement Savings Plan in NC ($31M); by covered participants it is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Capell & Howard PC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Capell & Howard PC 401(k) Profit Sharing Plan & Trust declined sharply - down 23.2% during 2022, from $40M to $31M. Reported net income was -$9M.
How have Capell & Howard PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capell & Howard PC's sponsor-wide assets grew 18.4%, from $31M to $36M.
Where does Capell & Howard PC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Capell & Howard PC 401(k) Profit Sharing Plan & Trust ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Capell & Howard PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Archroma Retirement Savings Plan in NC ($31M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Capell & Howard PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants, $8M 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 630593542.

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.