401(k) · DOL Form 5500 · 2022
Capricorn Investment Group, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $241,380
- Avg per participant Above avg balance/head
Official DOL plan name: Capricorn Investment Group LLC and Goodlands Property Management LLC 401(k) Plan · Sponsored by Capricorn Investment Group, LLC · California · Finance & Insurance
$13M in assets, 52 participants
Capricorn Investment Group, LLC's Capricorn Investment Group LLC and Goodlands Property Management LLC 401(k) Plan reported $13M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #4,933 in Finance & Insurance (9,261 peers)
Capricorn Investment Group, LLC multi-year trail
Capricorn Investment Group, LLC's plans moved +62.7% in assets from 2022 to 2024; this filing shows Capricorn Investment Group LLC and Goodlands Property Management LLC 401(k) Plan at $13M / 52 participants.
- #4,933
- in Finance & Insurance (9,261 peers)
- -19.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capricorn Investment Group LLC and Goodlands Property Management LLC 401(k) Plan's outsized position by total assets
Capricorn Investment Group LLC and Goodlands Property Management LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,551,744 Top 31% higher than 69% 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
Capricorn Investment Group LLC and Goodlands Property Management LLC 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. Capricorn Investment Group LLC and Goodlands Property Management LLC 401(k) Plan is a small filing (52 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 208893021 · Capricorn Investment Group, LLC PY 2022 · 401(k)
Capricorn Investment Group LLC and Goodlands Property Management LLC 401(k) Plan · $13M · 52 · 69th
- VS-ST $13M
- BOY 52
- SCH 69th
- EBSA 401(k)
- PART near Talley Construction Company, Inc. 401(k) Profit Sharing Plan and Trust
- TYPE ind #4933
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 California →
Capricorn Investment Group LLC and Goodlands Property Management LLC 401(k) Plan in the asset neighbourhood
Capricorn Investment Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Capricorn Investment Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 62.72544277512352% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $13M |
| 2023 | 1 | 60 | $16M |
| 2024 | 1 | 52 | $20M |
Capricorn Investment Group, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$3M |
| Employer EIN | 208893021 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Capricorn Investment Group LLC and Goodlands Property Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Talley Construction Company, Inc. 401(k) Profit Sharing Plan and Trust in GA ($13M); by covered participants it is Maserati North America, Inc. 401(k) Plan in MI (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (52 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.