401(k) · DOL Form 5500 · 2022

Capstone Management, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
250
Participants Below avg headcount
75th
Percentile by assets National rank
$69,621
Avg per participant Below avg balance/head
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Official DOL plan name: Capstone Management, LLC 401(k) Plan · Sponsored by Capstone Management, LLC · Florida · Manufacturing

$17M in assets, 250 participants

Capstone Management, LLC's Capstone Management, LLC 401(k) Plan reported $17M in total assets and 250 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,443 in Manufacturing (20,602 peers)

Coverage in Florida

Capstone Management, LLC 401(k) Plan covers 250 participants in Florida, about 40% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#13,443
in Manufacturing (20,602 peers)
-19.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capstone Management, LLC 401(k) Plan's outsized position by total assets

Capstone Management, LLC 401(k) Plan vs every filed plan by assets

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

$17,405,143 Top 25% higher than 75% 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

Capstone Management, LLC 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. Capstone Management, LLC 401(k) Plan sits mid-pack in the medium band (250 participants).

Form 5500 schedule snapshot

Filing strip 264146792 · Capstone Management, LLC PY 2022 · 401(k)

Capstone Management, LLC 401(k) Plan · $17M · 250 · 75th

  • BOOK $17M
  • VS-ST 250
  • BOY 75th
  • SCH 401(k)
  • EBSA near Gate Employee Savings Plan
  • PART ind #13443

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 Manufacturing retirement plans → · Plans in Florida →

Capstone Management, LLC 401(k) Plan in the asset neighbourhood

Capstone Management, LLC 401(k) PlanCapstone Management, LLC 401…$17MGate Employee Savings Plan$17MCarabetta Group 401(k) Profit Sharing PlanCarabetta Group 401(k) Profi…$17MThe Hourly 401(k) Savings PlanThe Hourly 401(k) Savings Pl…$17MMstiller LLC 401(k) Retirement PlanMstiller LLC 401(k) Retireme…$17M
End-of-year total assets ($M) among Capstone Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN264146792
Plan Effective Date2006-03-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone Management, LLC)

Sponsor-wide plan assets over time

All Capstone Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 57.01518223665269% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $27.3M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 250 $17M
2023 1 280 $22M
2024 1 353 $27M

Nearby 401(k) Plans in Florida

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

Capstone Management, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Capstone Management, LLC 401(k) Plan, Total assets ($B): 0.017405143 · Participants: 250Capstone Management, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Capstone Management, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Capstone Management, LLC 401(k) Plan side-by-side with 3 peers →

Capstone Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Gate Employee Savings Plan in TX ($17M); by covered participants it is Linode LLC 401(k) Profit Sharing Plan in PA (250 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Capstone Management, LLC 401(k) Plan assets move in 2022? ▼
Capstone Management, LLC 401(k) Plan declined sharply - down 19.5% during 2022, from $22M to $17M. Reported net income was -$4M.
How have Capstone Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone Management, LLC's sponsor-wide assets grew 57.0%, from $17M to $27M.
Where does Capstone Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Capstone Management, LLC 401(k) Plan ranks in the 75th 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 Capstone Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gate Employee Savings Plan in TX ($17M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Capstone Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Linode LLC 401(k) Profit Sharing Plan in PA (250 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 264146792.

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.