401(k) · DOL Form 5500 · 2022

Capstone Real Estate Investments, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
107
Participants Small participant base
49th
Percentile by assets National rank
$43,838
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$5M in assets, 107 participants

Capstone Real Estate Investments, LLC's Capstone Real Estate Investments, LLC 401(k) Savings Plan reported $5M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,406 in Real Estate (5,057 peers)

Coverage in Alabama

Capstone Real Estate Investments, LLC 401(k) Savings Plan covers 107 participants in Alabama, about 30% of the average Alabama filer (state average ~360 per filing). Assets: $5M.

#3,406
in Real Estate (5,057 peers)
-5.6%
assets change YoY

The plan reported a net loss of $280K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capstone Real Estate Investments, LLC 401(k) Savings Plan's mid-pack asset rank among Real Estate and all filers

Capstone Real Estate Investments, LLC 401(k) Savings Plan vs every filed plan by assets

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

$4,690,648 49th percentile higher than 49% 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 Real Estate Investments, 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 Real Estate Investments, LLC 401(k) Savings Plan sits mid-pack in the medium band (107 participants).

EBSA filing schedule strip

Filing strip 800762981 · Capstone Real Estate Investments, LLC PY 2022 · 401(k)

Capstone Real Estate Investments, LLC 401(k) Savings Plan · $5M · 107 · 49th

  • EIN $5M
  • RANK 107
  • PHOTO 49th
  • IND 401(k)
  • EOY near Mushtaq a. Shah, Md, PA 401(k) Plan
  • 5500 ind #3406

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 Real Estate Investments, LLC 401(k) Savings Plan in the asset neighbourhood

Capstone Real Estate Investments, LLC 401(k) Savings PlanCapstone Real Estate Investm…$5MMushtaq a. Shah, Md, PA 401(k) PlanMushtaq a. Shah, Md, PA 401(…$5MHollins Management Group, Inc.401(k) PlanHollins Management Group, In…$5MVeneklasen Associates 401(k) Plan and TrustVeneklasen Associates 401(k)…$5MEarly Learning Indiana, Inc. 401(k) PlanEarly Learning Indiana, Inc.…$5M
End-of-year total assets ($M) among Capstone Real Estate Investments, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$280K
Employer EIN800762981
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone Real Estate Investments, LLC)

Sponsor-wide plan assets over time

All Capstone Real Estate Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 60.14991958467145% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.69M $7.51M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 107 $5M
2023 1 107 $6M
2024 1 127 $8M

Nearby 401(k) Plans in Alabama

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

Capstone Real Estate Investments, 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 ($B) Participants Capstone Real Estate Investments, LLC 401(k) Savings Plan, Total assets ($B): 0.004690648 · Participants: 107Capstone Real Estate Investments, 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 Real Estate Investments, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Capstone Real Estate Investments, LLC 401(k) Savings Plan side-by-side with 3 peers →

Capstone Real Estate Investments, 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 Mushtaq a. Shah, Md, PA 401(k) Plan in MD ($5M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Real Estate Investments, LLC 401(k) Savings Plan assets move in 2022? ▼
Capstone Real Estate Investments, LLC 401(k) Savings Plan pulled back noticeably - down 5.6% during 2022, from $5M to $5M. Reported net income was -$280K.
How have Capstone Real Estate Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone Real Estate Investments, LLC's sponsor-wide assets grew 60.1%, from $5M to $8M.
Which 401(k) plans are similar in size to Capstone Real Estate Investments, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mushtaq a. Shah, Md, PA 401(k) Plan in MD ($5M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Capstone Real Estate Investments, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 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 800762981.

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.