ESOP · DOL Form 5500 · 2022

Capitol Bearing Service of Austin, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
61
Participants Small participant base
67th
Percentile by assets National rank
$184,691
Avg per participant Above avg balance/head
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Official DOL plan name: Capitol Bearing & Hydraulics Employee Stock Ownership Plan · Sponsored by Capitol Bearing Service of Austin, Inc. · Texas · Wholesale Trade

$11M in assets, 61 participants

Capitol Bearing Service of Austin, Inc.'s Capitol Bearing & Hydraulics Employee Stock Ownership Plan reported $11M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,133 in Wholesale Trade (6,843 peers)

Capitol Bearing Service of Austin, Inc. multi-year trail

Capitol Bearing Service of Austin, Inc.'s plans moved +11.8% in assets from 2022 to 2024; this filing shows Capitol Bearing & Hydraulics Employee Stock Ownership Plan at $11M / 61 participants.

#4,133
in Wholesale Trade (6,843 peers)
+7.1%
assets growth YoY

Capitol Bearing & Hydraulics Employee Stock Ownership Plan's outsized position by total assets

Capitol Bearing & Hydraulics Employee Stock Ownership Plan vs every filed plan by assets

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

$11,266,126 Top 33% higher than 67% 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

Capitol Bearing & Hydraulics Employee Stock Ownership 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. Capitol Bearing & Hydraulics Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

DOL schedule card

Filing strip 742291163 · Capitol Bearing Service of Austin, Inc. PY 2022 · ESOP

Capitol Bearing & Hydraulics Employee Stock Ownership Plan · $11M · 61 · 67th

  • ASSETS $11M
  • PCT 61
  • EIN 67th
  • RANK ESOP
  • PHOTO near Wsr Holdings, LLC Employee Stock Ownership Plan
  • IND ind #4133

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 What is an ESOP? → · Plans in Texas →

Capitol Bearing & Hydraulics Employee Stock Ownership Plan in the asset neighbourhood

Capitol Bearing & Hydraulics Employee Stock Ownership PlanCapitol Bearing & Hydraulics…$11MWsr Holdings, LLC Employee Stock Ownership PlanWsr Holdings, LLC Employee S…$11MAmerican Electric Supply, Inc. Employee Stock Ownership PlanAmerican Electric Supply, In…$11MTwin City Dies Castings Company Employee Stock Ownership PlanTwin City Dies Castings Comp…$11MTormach Employee Stock Ownership PlanTormach Employee Stock Owner…$11M
End-of-year total assets ($M) among Capitol Bearing & Hydraulics Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Capitol Bearing Service of Austin, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Capitol Bearing Service of Austin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 11.770834091505812% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.3M $12.6M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 61 $11M
2023 1 50 $13M
2024 1 49 $13M

Capitol Bearing Service of Austin, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$750K
Employer EIN742291163
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Capitol Bearing & Hydraulics Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Capitol Bearing & Hydraulics Employee Stock Ownership Plan, Total assets ($B): 0.011266126 · Participants: 61Capitol Bearing & Hydraulics Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Capitol Bearing & Hydraulics Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Capitol Bearing & Hydraulics Employee Stock Ownership Plan side-by-side with 3 peers →

Capitol Bearing & Hydraulics Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Wsr Holdings, LLC Employee Stock Ownership Plan in UT ($11M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Capitol Bearing & Hydraulics Employee Stock Ownership Plan assets move in 2022? ▼
Capitol Bearing & Hydraulics Employee Stock Ownership Plan grew at a solid clip - up 7.1% during 2022, from $11M to $11M. Reported net income was $750K.
How have Capitol Bearing Service of Austin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capitol Bearing Service of Austin, Inc.'s sponsor-wide assets grew 11.8%, from $11M to $13M.
Which ESOP plans are similar in size to Capitol Bearing & Hydraulics Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wsr Holdings, LLC Employee Stock Ownership Plan in UT ($11M, 78 participants).
Which ESOP plans cover a similar participant headcount to Capitol Bearing & Hydraulics Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants, $21M 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 742291163.

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.