401(k) · DOL Form 5500 · 2022

The Capfinancial Group, LLC 401(k) Plan

Data updated 2026-08-25

$186M
Total assets Near avg plan size
1,120
Participants Near avg headcount
95th
Percentile by assets National rank
$166,167
Avg per participant Above avg balance/head
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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.

  • #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.

#8,542
in Finance & Insurance (9,261 peers)
-3.8%
assets change YoY
1.9×
vs typical plan assets (national mean)

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's outsized position by total assets

The Capfinancial Group, LLC 401(k) Plan vs every filed plan by assets

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

$186,107,342 Top 5% higher than 95% 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

The Capfinancial Group, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Capfinancial Group, LLC 401(k) Plan lands in the large band (1,120 participants).

Published 5500 schedule card

Filing strip 474009638 · The Capfinancial Group, LLC PY 2022 · 401(k)

The Capfinancial Group, LLC 401(k) Plan · $186M · 1,120 · 95th

  • EIN $186M
  • EIN 1,120
  • EIN 95th
  • EIN 401(k)
  • EIN near Central South Carpenters and Milwrights Defined Contribution Fund
  • EIN ind #8542

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 North Carolina →

The Capfinancial Group, LLC 401(k) Plan in the asset neighbourhood

Chesapeake Utilities Corporation Retirement Savings PlanChesapeake Utilities Corpora…$186MIllinois Bone and Joint Institute, LLC Profit Sharing and Savings PlanIllinois Bone and Joint Inst…$186MThe Capfinancial Group, LLC 401(k) PlanThe Capfinancial Group, LLC …$186MCentral South Carpenters and Milwrights Defined Contribution FundCentral South Carpenters and…$186MWoodard & Curran, Inc. 401(k) Profit Sharing PlanWoodard & Curran, Inc. 401(k…$186M
End-of-year total assets ($M) among The Capfinancial Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$194M
Net Assets (End of Year)$186M
Net Income-$7M
Employer EIN474009638
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Capfinancial Group, LLC)

Sponsor-wide plan assets over time

All The Capfinancial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$323M 73.7392074515792% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $186M $323M ▲ +73.7%
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 Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants The Capfinancial Group, LLC 401(k) Plan, Total assets ($B): 0.186107342 · Participants: 1120The Capfinancial Group, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
The Capfinancial Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Capfinancial Group, LLC 401(k) Plan side-by-side with 3 peers →

The Capfinancial Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Central South Carpenters and Milwrights Defined Contribution Fund in TN ($186M); by covered participants it is Foley Savings Plan in KS (1,120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,120 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 The Capfinancial Group, LLC 401(k) Plan assets move in 2022? ▼
The Capfinancial Group, LLC 401(k) Plan edged down modestly - down 3.8% during 2022, from $194M to $186M. Reported net income was -$7M.
How have The Capfinancial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Capfinancial Group, LLC's sponsor-wide assets grew 73.7%, from $186M to $323M.
Where does The Capfinancial Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Capfinancial Group, LLC 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Capfinancial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central South Carpenters and Milwrights Defined Contribution Fund in TN ($186M, 4,694 participants).
Which 401(k) plans cover a similar participant headcount to The Capfinancial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Foley Savings Plan in KS (1,120 participants, $84M 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 474009638.

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.