401(k) · DOL Form 5500 · 2022

Capital Premium Financing, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
120
Participants Small participant base
53rd
Percentile by assets National rank
$47,737
Avg per participant Low balance/head
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Official DOL plan name: Retirement Income Security Plan-Capital Premium Financing, LLC · Sponsored by Capital Premium Financing, LLC · Utah · Finance & Insurance

$6M in assets, 120 participants

Capital Premium Financing, LLC's Retirement Income Security Plan-Capital Premium Financing, LLC reported $6M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,466 in Finance & Insurance (9,261 peers)

Coverage in Utah

Retirement Income Security Plan-Capital Premium Financing, LLC covers 120 participants in Utah, about 20% of the average Utah filer (state average ~592 per filing). Assets: $6M.

#3,466
in Finance & Insurance (9,261 peers)
-3.3%
assets change YoY

The plan reported a net loss of $196K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Income Security Plan-Capital Premium Financing, LLC's mid-pack asset rank among Finance & Insurance and all filers

Retirement Income Security Plan-Capital Premium Financing, LLC vs every filed plan by assets

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

$5,728,412 Top 47% higher than 53% 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

Retirement Income Security Plan-Capital Premium Financing, LLC 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. Retirement Income Security Plan-Capital Premium Financing, LLC sits mid-pack in the medium band (120 participants).

Plan-year Form 5500 strip

Filing strip 820423224 · Capital Premium Financing, LLC PY 2022 · 401(k)

Retirement Income Security Plan-Capital Premium Financing, LLC · $6M · 120 · 53rd

  • 5500 $6M
  • ASSETS 120
  • PCT 53rd
  • EIN 401(k)
  • RANK near Tombigbee Electric Power Association 401(k) Plan
  • PHOTO ind #3466

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 Utah →

Retirement Income Security Plan-Capital Premium Financing, LLC in the asset neighbourhood

Retirement Income Security Plan-Capital Premium Financing, LLCRetirement Income Security P…$6MTombigbee Electric Power Association 401(k) PlanTombigbee Electric Power Ass…$6MSienna Corporation 401(k) Profit Sharing PlanSienna Corporation 401(k) Pr…$6MElderspan Management, LLC Profit Sharing PlanElderspan Management, LLC Pr…$6MHealthcare Access Maryland Retirement Savings PlanHealthcare Access Maryland R…$6M
End-of-year total assets ($M) among Retirement Income Security Plan-Capital Premium Financing, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$196K
Employer EIN820423224
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Premium Financing, LLC)

Sponsor-wide plan assets over time

All Capital Premium Financing, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 61.204326783757864% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.73M $9.23M ▲ +61.1%
Year Plans Participants Total Assets
2022 1 120 $6M
2023 1 145 $7M
2024 1 149 $9M

Nearby 401(k) Plans in Utah

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

Retirement Income Security Plan-Capital Premium Financing, LLC vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Retirement Income Security Plan-Capital Premium Financing, LLC, Total assets ($B): 0.005728412 · Participants: 120Retirement Income Security Plan-Capital Premium Financing, LLCDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Retirement Income Security Plan-Capital Premium Financing, LLC vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Retirement Income Security Plan-Capital Premium Financing, LLC side-by-side with 3 peers →

Retirement Income Security Plan-Capital Premium Financing, LLC's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Tombigbee Electric Power Association 401(k) Plan in MS ($6M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (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 Retirement Income Security Plan-Capital Premium Financing, LLC assets move in 2022? ▼
Retirement Income Security Plan-Capital Premium Financing, LLC edged down modestly - down 3.3% during 2022, from $6M to $6M. Reported net income was -$196K.
How have Capital Premium Financing, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Premium Financing, LLC's sponsor-wide assets grew 61.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Retirement Income Security Plan-Capital Premium Financing, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Tombigbee Electric Power Association 401(k) Plan in MS ($6M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Income Security Plan-Capital Premium Financing, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Newco Distributors, Inc. Retirement Plan in CA (120 participants, $4M 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 820423224.

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.