401(k) · DOL Form 5500 · 2022

Capital Square Realty Advisors, LLC Dba Capital Square 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
53
Participants Small participant base
44th
Percentile by assets National rank
$69,641
Avg per participant Below avg balance/head
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Official DOL plan name: Capital Square 401(k) Plan · Sponsored by Capital Square Realty Advisors, LLC Dba Capital Square · Virginia · Real Estate

$4M in assets, 53 participants

Capital Square Realty Advisors, LLC Dba Capital Square's Capital Square 401(k) Plan reported $4M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,164 in Real Estate (5,057 peers)

Capital Square Realty Advisors, LLC Dba Capital Square multi-year trail

Capital Square Realty Advisors, LLC Dba Capital Square's plans moved +128.6% in assets from 2022 to 2024; this filing shows Capital Square 401(k) Plan at $4M / 53 participants.

#3,164
in Real Estate (5,057 peers)
+34.8%
assets growth YoY

Capital Square 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Capital Square 401(k) Plan vs every filed plan by assets

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

$3,690,963 44th percentile higher than 44% 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 Square 401(k) 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 Square 401(k) Plan is a small filing (53 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 461281600 · Capital Square Realty Advisors, LLC Dba Capital Square PY 2022 · 401(k)

Capital Square 401(k) Plan · $4M · 53 · 44th

  • 5500 $4M
  • ASSETS 53
  • PCT 44th
  • EIN 401(k)
  • RANK near Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust
  • PHOTO ind #3164

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 Virginia →

Capital Square 401(k) Plan in the asset neighbourhood

Capital Square 401(k) Plan$4MMiller-Lewis Insurance Agency, Inc. Employees Profit Sharing and TrustMiller-Lewis Insurance Agenc…$4MKenona Industries LLC 401(k) PlanKenona Industries LLC 401(k)…$4MSanblaze Technology, Inc. 401(k) P/S PlanSanblaze Technology, Inc. 40…$4MChrist's Home 401(k) Plan$4M
End-of-year total assets ($M) among Capital Square 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Capital Square Realty Advisors, LLC Dba Capital Square multi-year asset trail

Sponsor-wide plan assets over time

All Capital Square Realty Advisors, LLC Dba Capital Square plans reported in each filing year

Latest sponsor-wide plan assets
$8M 128.6228553361277% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.69M $8.44M ▲ +128.7%
Year Plans Participants Total Assets
2022 1 53 $4M
2023 1 105 $7M
2024 1 249 $8M

Capital Square Realty Advisors, LLC Dba Capital Square filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$953K
Employer EIN461281600
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Capital Square 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Capital Square 401(k) Plan, Total assets ($B): 0.003690963 · Participants: 53Capital Square 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Capital Square 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Capital Square 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust in OH ($4M); by covered participants it is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Square 401(k) Plan assets move in 2022? ▼
Capital Square 401(k) Plan surged - up 34.8% during 2022, from $3M to $4M. Reported net income was $953K.
How have Capital Square Realty Advisors, LLC Dba Capital Square plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Square Realty Advisors, LLC Dba Capital Square's sponsor-wide assets grew 128.6%, from $4M to $8M.
Which 401(k) plans are similar in size to Capital Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miller-Lewis Insurance Agency, Inc. Employees Profit Sharing and Trust in OH ($4M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Capital Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 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 461281600.

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.