Profit Sharing · DOL Form 5500 · 2022

Capital Marketing, Inc. Profit Sharing Plan

Data updated 2026-08-25

$580K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$193,333
Avg per participant Above avg balance/head
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Official DOL plan name: Capital Marketing, Inc. Retirement Plan · Sponsored by Capital Marketing, Inc. · Florida · Educational Services

$580K in assets, 3 participants

Capital Marketing, Inc.'s Capital Marketing, Inc. Retirement Plan reported $580K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #534 in Educational Services (4,024 peers)

Capital Marketing, Inc. multi-year trail

Capital Marketing, Inc.'s plans moved -32.8% in assets from 2022 to 2024; this filing shows Capital Marketing, Inc. Retirement Plan at $580K / 3 participants.

#534
in Educational Services (4,024 peers)
-10.8%
assets change YoY

The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Marketing, Inc. Retirement Plan among the smaller filed plans by assets

Capital Marketing, Inc. Retirement Plan vs every filed plan by assets

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

$580,000 20th percentile higher than 20% 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

Capital Marketing, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Marketing, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 611730185 · Capital Marketing, Inc. PY 2022 · Profit Sharing

Capital Marketing, Inc. Retirement Plan · $580K · 3 · 20th

  • RANK $580K
  • RANK 3
  • RANK 20th
  • RANK Profit Sharing
  • RANK near Gold Ridge Enterprises, Inc. Retirement Plan
  • RANK ind #534

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 Educational Services retirement plans → · Plans in Florida →

Capital Marketing, Inc. Retirement Plan in the asset neighbourhood

Capital Marketing, Inc. Retirement PlanCapital Marketing, Inc. Reti…$580KGold Ridge Enterprises, Inc. Retirement PlanGold Ridge Enterprises, Inc.…$580KThe Crane Institute of Sustainability 403(b) PlanThe Crane Institute of Susta…$580KJef Enterprises Inc. Retirement PlanJef Enterprises Inc. Retirem…$580KThe Enrico Group, Inc. Profit Sharing PlanThe Enrico Group, Inc. Profi…$580K
End-of-year total assets ($M) among Capital Marketing, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Capital Marketing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Capital Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$390K 32.758620689655174% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.58M $0.39M ▼ -32.8%
Year Plans Participants Total Assets
2022 1 3 $580K
2023 1 4 $520K
2024 1 7 $390K

Capital Marketing, Inc. filing trail (2022)

Total Assets (Beginning of Year)$650K
Net Assets (End of Year)$580K
Net Income-$70K
Employer EIN611730185
Plan Effective Date2019-04-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Capital Marketing, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Capital Marketing, Inc. Retirement Plan, Total assets ($B): 0.00058 · Participants: 3Capital Marketing, Inc. Retirement PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Capital Marketing, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Capital Marketing, Inc. Retirement Plan side-by-side with 3 peers →

Capital Marketing, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Gold Ridge Enterprises, Inc. Retirement Plan in NJ ($580K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Capital Marketing, Inc. Retirement Plan assets move in 2022? ▼
Capital Marketing, Inc. Retirement Plan pulled back noticeably - down 10.8% during 2022, from $650K to $580K. Reported net income was -$70K.
How have Capital Marketing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Marketing, Inc.'s sponsor-wide assets declined 32.8%, from $580K to $390K.
Where does Capital Marketing, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Capital Marketing, Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Capital Marketing, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gold Ridge Enterprises, Inc. Retirement Plan in NJ ($580K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Capital Marketing, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 611730185.

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.