401(k) · DOL Form 5500 · 2022
The Capfinancial Group, LLC 401(k) Plan
Data updated 2026-08-11
- $186M
- Total assets
- 1,120
- Participants
- 95th
- Percentile by assets
- $166,167
- Avg per participant
Official DOL plan name: The Capfinancial Group, LLC 401(k) Plan · Sponsored by The Capfinancial Group, LLC · North Carolina · Finance & Insurance
$186M in assets, 1,120 participants
The Capfinancial Group, LLC's The Capfinancial Group, LLC 401(k) Plan reported $186M in total assets and 1,120 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #8,542 in Finance & Insurance (9,261 peers)
Where The Capfinancial Group, LLC 401(k) Plan sits by assets
The Capfinancial Group, LLC 401(k) Plan sits in the top 5% of all filed plans by assets, $186M for 1,120 participants (~$166,167/participant), down 3.8% in 2022.
- $186M
- total plan assets (2022 EOY)
- 1,120
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $166,167
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Capfinancial Group, LLC 401(k) Plan vs the 2022 asset distribution
By assets, The Capfinancial Group, LLC 401(k) Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $194M |
|---|---|
| Net Assets (End of Year) | $186M |
| Net Income | -$7M |
| Employer EIN | 474009638 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Capfinancial Group, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,120 | $186M |
| 2023 | 1 | 1,364 | $255M |
| 2024 | 1 | 1,577 | $323M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Capfinancial Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Capfinancial Group, LLC 401(k) Plan by total assets, not by location.
- Central South Carpenters and Milwrights Defined Contribution Fund (TN) $186M · 4,694
- Woodard & Curran, Inc. 401(k) Profit Sharing Plan (ME) $186M · 1,149
- Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan (IL) $186M · 1,424
- Chesapeake Utilities Corporation Retirement Savings Plan (DE) $186M · 993
Frequently Asked Questions
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Next read for The Capfinancial Group, LLC 401(k) Plan
Scale reading
Ways to act on The Capfinancial Group, LLC 401(k) Plan's numbers.
- By total assets, The Capfinancial Group, LLC 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- The Capfinancial Group, LLC's sponsor-wide assets have grown 73.7% since 2022 across 3 plan years on file. More Finance & Insurance plans