401(k) · DOL Form 5500 · 2022

Capstone on-Campus Management, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
332
Participants Below avg headcount
76th
Percentile by assets National rank
$54,511
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capstone on-Campus Management, LLC 401(k) Savings Plan · Sponsored by Capstone on-Campus Management, LLC · Alabama · Real Estate

$18M in assets, 332 participants

Capstone on-Campus Management, LLC's Capstone on-Campus Management, LLC 401(k) Savings Plan reported $18M in total assets and 332 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,466 in Real Estate (5,057 peers)

Where Capstone on-Campus Management, LLC 401(k) Savings Plan sits by assets

Capstone on-Campus Management, LLC 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $18M for 332 participants (~$54,511/participant), down 11.8% in 2022.

#4,466
in Real Estate (5,057 peers)
-11.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capstone on-Campus Management, LLC 401(k) Savings Plan's outsized position by total assets

Capstone on-Campus Management, LLC 401(k) Savings Plan vs every filed plan by assets

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

$18,097,678 Top 24% higher than 76% 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

Capstone on-Campus Management, LLC 401(k) Savings 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. Capstone on-Campus Management, LLC 401(k) Savings Plan sits mid-pack in the medium band (332 participants).

Published 5500 schedule card

Filing strip 562440563 · Capstone on-Campus Management, LLC PY 2022 · 401(k)

Capstone on-Campus Management, LLC 401(k) Savings Plan · $18M · 332 · 76th

  • EOY $18M
  • 5500 332
  • ASSETS 76th
  • PCT 401(k)
  • EIN near Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust
  • RANK ind #4466

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 Real Estate retirement plans → · Plans in Alabama →

Capstone on-Campus Management, LLC 401(k) Savings Plan in the asset neighbourhood

Capstone on-Campus Management, LLC 401(k) Savings PlanCapstone on-Campus Managemen…$18MVaagen Bros Lumber Inc 401(k) Savings Plan and TrustVaagen Bros Lumber Inc 401(k…$18MPittsburgh Technical College Retirement Savings PlanPittsburgh Technical College…$18MT. Parker Host 401(k) Plan$18MGreat Neck Saw Manufacturers, Inc. Profit Sharing & 401(k) PlanGreat Neck Saw Manufacturers…$18M
End-of-year total assets ($M) among Capstone on-Campus Management, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN562440563
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone on-Campus Management, LLC)

Sponsor-wide plan assets over time

All Capstone on-Campus Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 49.21103138203697% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.1M $27M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 332 $18M
2023 1 318 $21M
2024 2 839 $27M

Nearby 401(k) Plans in Alabama

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

Capstone on-Campus Management, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Capstone on-Campus Management, LLC 401(k) Savings Plan, Total assets ($B): 0.018097678 · Participants: 332Capstone on-Campus Management, LLC 401(k) Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Capstone on-Campus Management, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Capstone on-Campus Management, LLC 401(k) Savings Plan side-by-side with 3 peers →

Capstone on-Campus Management, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust in WA ($18M); by covered participants it is Lawrence Paper Co Employees 401(k) Profit Sharing Plan & Trust in KS (332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Capstone on-Campus Management, LLC 401(k) Savings Plan assets move in 2022? ▼
Capstone on-Campus Management, LLC 401(k) Savings Plan pulled back noticeably - down 11.8% during 2022, from $21M to $18M. Reported net income was -$2M.
How have Capstone on-Campus Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone on-Campus Management, LLC's sponsor-wide assets grew 49.2%, from $18M to $27M.
Where does Capstone on-Campus Management, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Capstone on-Campus Management, LLC 401(k) Savings Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Capstone on-Campus Management, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vaagen Bros Lumber Inc 401(k) Savings Plan and Trust in WA ($18M, 301 participants).
Which 401(k) plans cover a similar participant headcount to Capstone on-Campus Management, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lawrence Paper Co Employees 401(k) Profit Sharing Plan & Trust in KS (332 participants, $24M 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 562440563.

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.