401(k) · DOL Form 5500 · 2022
Capin Crouse LLP 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $101,692
- Avg per participant Below avg balance/head
Official DOL plan name: Capin Crouse LLP Savings and Investment Plan · Sponsored by Capin Crouse LLP · Indiana · Professional & Technical Services
$17M in assets, 163 participants
Capin Crouse LLP's Capin Crouse LLP Savings and Investment Plan reported $17M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,962 in Professional & Technical Services (21,562 peers)
Coverage in Indiana
Capin Crouse LLP Savings and Investment Plan covers 163 participants in Indiana, about 30% of the average Indiana filer (state average ~541 per filing). Assets: $17M.
- #15,962
- in Professional & Technical Services (21,562 peers)
- -17.4%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capin Crouse LLP Savings and Investment Plan's outsized position by total assets
Capin Crouse LLP Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,575,725 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Capin Crouse LLP Savings and Investment Plan 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. Capin Crouse LLP Savings and Investment Plan sits mid-pack in the medium band (163 participants).
EBSA filing schedule strip
Filing strip 363990892 · Capin Crouse LLP PY 2022 · 401(k)
Capin Crouse LLP Savings and Investment Plan · $17M · 163 · 74th
- TYPE $17M
- NET 163
- BOOK 74th
- VS-ST 401(k)
- BOY near Wayne Brothers, Inc. 401(k) Plan
- SCH ind #15962
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 Professional & Technical Services retirement plans → · Plans in Indiana →
Capin Crouse LLP Savings and Investment Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 363990892 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capin Crouse LLP)
Sponsor-wide plan assets over time
All Capin Crouse LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 57.8710976442961% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $17M |
| 2023 | 1 | 188 | $21M |
| 2024 | 1 | 210 | $26M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Capin Crouse LLP Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Wayne Brothers, Inc. 401(k) Plan in NC ($17M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Wayne Brothers, Inc. 401(k) Plan (NC) $17M · 403
- Bvi Retirement Savings Plan (MA) $17M · 202
- Chasse Building Team, Inc. 401(k) Profit Sharing Plan (AZ) $17M · 186
- Mills-James Inc 401(k) Profit Sharing Plan & Trust (OH) $17M · 200
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- Orchid Underwriters Agency 401(k) Plan (FL) 163 · 0 off
- Dot Leasing Inc 401(k) Profit Sharing Plan & Trust (TX) 163 · 0 off
- D & D Sexton, Inc. 401(k) Profit Sharing Plan (MO) 163 · 0 off
- Uha 401(k) Plan (HI) 163 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.