401(k) · DOL Form 5500 · 2022
Capital Southwest Corporation 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $220,378
- Avg per participant Above avg balance/head
Official DOL plan name: Capital Southwest Corporation Employee Savings Plan · Sponsored by Capital Southwest Corporation · Texas · Finance & Insurance
$5M in assets, 24 participants
Capital Southwest Corporation's Capital Southwest Corporation Employee Savings Plan reported $5M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #3,345 in Finance & Insurance (9,261 peers)
Capital Southwest Corporation multi-year trail
Capital Southwest Corporation's plans moved +72.9% in assets from 2022 to 2024; this filing shows Capital Southwest Corporation Employee Savings Plan at $5M / 24 participants.
- #3,345
- in Finance & Insurance (9,261 peers)
- -7.9%
- assets change YoY
The plan reported a net loss of $457K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capital Southwest Corporation Employee Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Capital Southwest Corporation Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,289,074 Top 48% higher than 52% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Capital Southwest Corporation Employee Savings 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. Capital Southwest Corporation Employee Savings Plan is a small filing (24 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 751072796 · Capital Southwest Corporation PY 2022 · 401(k)
Capital Southwest Corporation Employee Savings Plan · $5M · 24 · 52nd
- NET $5M
- BOOK 24
- VS-ST 52nd
- BOY 401(k)
- SCH near Montereau, Inc. 401(k) Plan
- EBSA ind #3345
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 Texas →
Capital Southwest Corporation Employee Savings Plan in the asset neighbourhood
Capital Southwest Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Capital Southwest Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 72.89482053002094% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $5M |
| 2023 | 1 | 25 | $7M |
| 2024 | 1 | 28 | $9M |
Capital Southwest Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$457K |
| Employer EIN | 751072796 |
| Plan Effective Date | 2015-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Capital Southwest Corporation Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Montereau, Inc. 401(k) Plan in OK ($5M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Montereau, Inc. 401(k) Plan (OK) $5M · 345
- Aristacare Mep 401(k) Plan (PA) $5M · 493
- Poseidon Barge Ltd 401(k) Profit Sharing Plan & Trust (IN) $5M · 132
- Stoler of Westbury, Inc. 401(k) Plan (NY) $5M · 291
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Storybook Homes, LLC 401(k) Plan (NV) 24 · 0 off
- Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust (NY) 24 · 0 off
- Mill Masters, Inc. 401(k) Plan (TN) 24 · 0 off
- Vander Vegt and Associates Retirement Plan (CO) 24 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.