401(k) · DOL Form 5500 · 2022
Capstone Community Action, Inc 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $47,293
- Avg per participant Low balance/head
Official DOL plan name: Capstone 401(k) Plan · Sponsored by Capstone Community Action, Inc · Vermont · Unclassified
$7M in assets, 152 participants
Capstone Community Action, Inc's Capstone 401(k) Plan reported $7M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #37 in Unclassified (42 peers)
Unclassified sector rank
Within Unclassified, Capstone 401(k) Plan ranks #37 of 42 2022 filers by assets (2.4x the sector average)-$7M for 152 participants.
- #37
- in Unclassified (42 peers)
- -8.2%
- assets change YoY
The plan reported a net loss of $639K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capstone 401(k) Plan's mid-pack asset rank among Unclassified and all filers
Capstone 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,188,480 Top 42% higher than 58% 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
Capstone 401(k) 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 401(k) Plan sits mid-pack in the medium band (152 participants).
EBSA filing schedule strip
Filing strip 030216254 · Capstone Community Action, Inc PY 2022 · 401(k)
Capstone 401(k) Plan · $7M · 152 · 58th
- PCT $7M
- EIN 152
- RANK 58th
- PHOTO 401(k)
- IND near Alpha Teknova Inc. 401(k) Profit Sharing Plan
- EOY ind #37
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 Unclassified retirement plans → · Plans in Vermont →
Capstone 401(k) Plan in the asset neighbourhood
Unclassified filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$639K |
| Employer EIN | 030216254 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capstone Community Action, Inc)
Sponsor-wide plan assets over time
All Capstone Community Action, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 34.23221599002849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $7M |
| 2023 | 1 | 168 | $9M |
| 2024 | 1 | 181 | $10M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $1.6B · 8,856
- National Life Group 401(k) Plan $260M · 1,153
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $196M · 512
- Husky Retirement Savings $131M · 515
- Incentive Retirement Plan for Employees of PC Construction Company $114M · 380
Capstone 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Alpha Teknova Inc. 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Advanced Technologies and Laboratories (Atl) International, Inc. 401(k) Plan in MD (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 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.