401(k) · DOL Form 5500 · 2022

Captive-Aire Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
2,036
Participants Near avg headcount
93rd
Percentile by assets National rank
$48,675
Avg per participant Low balance/head
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Official DOL plan name: Captive-Aire Systems, Inc. 401(k) Plan · Sponsored by Captive-Aire Systems, Inc. · North Carolina · Manufacturing

$99M in assets, 2,036 participants

Captive-Aire Systems, Inc.'s Captive-Aire Systems, Inc. 401(k) Plan reported $99M in total assets and 2,036 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,303 in Manufacturing (20,602 peers)

Coverage in North Carolina

Captive-Aire Systems, Inc. 401(k) Plan covers 2,036 participants in North Carolina, 2.5x the typical North Carolina plan (state average ~819 per filing). Assets: $99M.

#18,303
in Manufacturing (20,602 peers)
-14.1%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Captive-Aire Systems, Inc. 401(k) Plan's outsized position by total assets

Captive-Aire Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$99,102,279 Top 7% higher than 93% 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

Captive-Aire Systems, Inc. 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. Captive-Aire Systems, Inc. 401(k) Plan lands in the large band (2,036 participants).

EBSA filing schedule strip

Filing strip 561300971 · Captive-Aire Systems, Inc. PY 2022 · 401(k)

Captive-Aire Systems, Inc. 401(k) Plan · $99M · 2,036 · 93rd

  • PHOTO $99M
  • IND 2,036
  • EOY 93rd
  • 5500 401(k)
  • ASSETS near Marine Spill Response Corporation 401(k) Profit Sharing Thrift Savings Plan
  • PCT ind #18303

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 Manufacturing retirement plans → · Plans in North Carolina →

Captive-Aire Systems, Inc. 401(k) Plan in the asset neighbourhood

Core Specialty Insurance Services, Inc. 401(k) PlanCore Specialty Insurance Ser…$99MBankers Trust Company 401(k) Savings PlanBankers Trust Company 401(k)…$99MMarine Spill Response Corporation 401(k) Profit Sharing Thrift Savings PlanMarine Spill Response Corpor…$99MCaptive-Aire Systems, Inc. 401(k) PlanCaptive-Aire Systems, Inc. 4…$99MPlaycore 401(k) Plan$99M
End-of-year total assets ($M) among Captive-Aire Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$99M
Net Income-$16M
Employer EIN561300971
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Captive-Aire Systems, Inc.)

Sponsor-wide plan assets over time

All Captive-Aire Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$161M 62.766515187809155% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $99.1M $161M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 2,036 $99M
2023 1 2,413 $129M
2024 1 2,589 $161M

Nearby 401(k) Plans in North Carolina

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

Captive-Aire Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Captive-Aire Systems, Inc. 401(k) Plan, Total assets ($B): 0.099102279 · Participants: 2036Captive-Aire Systems, Inc. 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
Captive-Aire Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Captive-Aire Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Captive-Aire Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Marine Spill Response Corporation 401(k) Profit Sharing Thrift Savings Plan in VA ($99M); by covered participants it is The Michaels Organization 401(k) Plan in NJ (2,036 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,036 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 Captive-Aire Systems, Inc. 401(k) Plan assets move in 2022? ▼
Captive-Aire Systems, Inc. 401(k) Plan pulled back noticeably - down 14.1% during 2022, from $115M to $99M. Reported net income was -$16M.
How have Captive-Aire Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Captive-Aire Systems, Inc.'s sponsor-wide assets grew 62.8%, from $99M to $161M.
Where does Captive-Aire Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Captive-Aire Systems, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Captive-Aire Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marine Spill Response Corporation 401(k) Profit Sharing Thrift Savings Plan in VA ($99M, 372 participants).
Which 401(k) plans cover a similar participant headcount to Captive-Aire Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Michaels Organization 401(k) Plan in NJ (2,036 participants, $69M 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 561300971.

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.