401(k) · DOL Form 5500 · 2022

Captivateiq, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
160
Participants Small participant base
50th
Percentile by assets National rank
$29,940
Avg per participant Low balance/head
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Official DOL plan name: Captivateiq 401(k) Plan · Sponsored by Captivateiq, Inc. · California · Professional & Technical Services

$5M in assets, 160 participants

Captivateiq, Inc.'s Captivateiq 401(k) Plan reported $5M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #10,243 in Professional & Technical Services (21,562 peers)

Coverage in California

Captivateiq 401(k) Plan covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $5M.

#10,243
in Professional & Technical Services (21,562 peers)
+101.7%
assets growth YoY

Captivateiq 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Captivateiq 401(k) Plan vs every filed plan by assets

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

$4,790,384 Top 50% higher than 50% 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

Captivateiq 401(k) 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. Captivateiq 401(k) Plan sits mid-pack in the medium band (160 participants).

Form 5500 schedule snapshot

Filing strip 823069380 · Captivateiq, Inc. PY 2022 · 401(k)

Captivateiq 401(k) Plan · $5M · 160 · 50th

  • 5500 $5M
  • ASSETS 160
  • PCT 50th
  • EIN 401(k)
  • RANK near Encore Technology Group, LLC 401(k) Plan
  • PHOTO ind #10243

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 California →

Captivateiq 401(k) Plan in the asset neighbourhood

Captivateiq 401(k) Plan$5MEncore Technology Group, LLC 401(k) PlanEncore Technology Group, LLC…$5MArchitectural Glass & Metal 401(k) PlanArchitectural Glass & Metal …$5MHawthorne Race Course, Inc. 401(k) Plan & TrustHawthorne Race Course, Inc. …$5MThe Vestcor Companies' Retirement PlanThe Vestcor Companies' Retir…$5M
End-of-year total assets ($M) among Captivateiq 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN823069380
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Captivateiq, Inc.)

Sponsor-wide plan assets over time

All Captivateiq, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 99.34264142498806% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.79M $9.55M ▲ +99.4%
Year Plans Participants Total Assets
2022 1 160 $5M
2023 1 244 $7M
2024 1 209 $10M

Nearby 401(k) Plans in California

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

Captivateiq 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Captivateiq 401(k) Plan, Total assets ($B): 0.004790384 · Participants: 160Captivateiq 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Captivateiq 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Captivateiq 401(k) Plan side-by-side with 3 peers →

Captivateiq 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Encore Technology Group, LLC 401(k) Plan in SC ($5M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Captivateiq 401(k) Plan assets move in 2022? ▼
Captivateiq 401(k) Plan surged - up 101.7% during 2022, from $2M to $5M. Reported net income was $2M.
How have Captivateiq, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Captivateiq, Inc.'s sponsor-wide assets grew 99.3%, from $5M to $10M.
Which 401(k) plans are similar in size to Captivateiq 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Encore Technology Group, LLC 401(k) Plan in SC ($5M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Captivateiq 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apple Care, LLC 401(k) Plan in GA (160 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 823069380.

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.