401(k) · DOL Form 5500 · 2022

Capital Guidance America, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
234
Participants Below avg headcount
73rd
Percentile by assets National rank
$66,332
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capital Guidance Group Retirement Plan · Sponsored by Capital Guidance America, Inc. · District of Columbia · Real Estate

$16M in assets, 234 participants

Capital Guidance America, Inc.'s Capital Guidance Group Retirement Plan reported $16M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,375 in Real Estate (5,057 peers)

Coverage in District of Columbia

Capital Guidance Group Retirement Plan covers 234 participants in District of Columbia, about 16% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $16M.

#4,375
in Real Estate (5,057 peers)
-10.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Guidance Group Retirement Plan's outsized position by total assets

Capital Guidance Group Retirement Plan vs every filed plan by assets

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

$15,521,736 Top 27% higher than 73% 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

Capital Guidance Group Retirement 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. Capital Guidance Group Retirement Plan sits mid-pack in the medium band (234 participants).

Published 5500 schedule card

Filing strip 760205168 · Capital Guidance America, Inc. PY 2022 · 401(k)

Capital Guidance Group Retirement Plan · $16M · 234 · 73rd

  • RANK $16M
  • RANK 234
  • RANK 73rd
  • RANK 401(k)
  • RANK near Melville Management Corporation Retirement Plan
  • RANK ind #4375

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 District of Columbia →

Capital Guidance Group Retirement Plan in the asset neighbourhood

Capital Guidance Group Retirement PlanCapital Guidance Group Retir…$16MMelville Management Corporation Retirement PlanMelville Management Corporat…$16MEd Herrington, Inc. 401(k) Profit Sharing PlanEd Herrington, Inc. 401(k) P…$16MIon Geophysical Corp. 401(k) PlanIon Geophysical Corp. 401(k)…$16MBoyer Food Markets 401(k) PlanBoyer Food Markets 401(k) Pl…$16M
End-of-year total assets ($M) among Capital Guidance Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN760205168
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Guidance America, Inc.)

Sponsor-wide plan assets over time

All Capital Guidance America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 35.9801249035546% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.5M $21.1M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 234 $16M
2023 1 210 $18M
2024 1 164 $21M

Nearby 401(k) Plans in District of Columbia

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

Capital Guidance Group Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Capital Guidance Group Retirement Plan, Total assets ($B): 0.015521736 · Participants: 234Capital Guidance Group Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Capital Guidance Group Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Capital Guidance Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Melville Management Corporation Retirement Plan in NY ($16M); by covered participants it is Lifecare, Inc. 401(k) Plan in CT (234 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Capital Guidance Group Retirement Plan assets move in 2022?
Capital Guidance Group Retirement Plan pulled back noticeably - down 10.0% during 2022, from $17M to $16M. Reported net income was -$2M.
How have Capital Guidance America, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Capital Guidance America, Inc.'s sponsor-wide assets grew 36.0%, from $16M to $21M.
Which 401(k) plans are similar in size to Capital Guidance Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Melville Management Corporation Retirement Plan in NY ($16M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Capital Guidance Group Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Lifecare, Inc. 401(k) Plan in CT (234 participants, N/A in assets).