401(k) · DOL Form 5500 · 2022

Capreit Operating Limited Partne 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
379
Participants Below avg headcount
72nd
Percentile by assets National rank
$37,844
Avg per participant Low balance/head
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Official DOL plan name: Capreit 401(k) Plan · Sponsored by Capreit Operating Limited Partne · Maryland · Real Estate

$14M in assets, 379 participants

Capreit Operating Limited Partne's Capreit 401(k) Plan reported $14M in total assets and 379 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,320 in Real Estate (5,057 peers)

Coverage in Maryland

Capreit 401(k) Plan covers 379 participants in Maryland, about 41% of the average Maryland filer (state average ~929 per filing). Assets: $14M.

#4,320
in Real Estate (5,057 peers)
-10.8%
assets change YoY

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.

Capreit 401(k) Plan's outsized position by total assets

Capreit 401(k) Plan vs every filed plan by assets

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

$14,342,817 Top 28% higher than 72% 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

Capreit 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. Capreit 401(k) Plan sits mid-pack in the medium band (379 participants).

EBSA filing schedule strip

Filing strip 522064504 · Capreit Operating Limited Partne PY 2022 · 401(k)

Capreit 401(k) Plan · $14M · 379 · 72nd

  • EBSA $14M
  • PART 379
  • TYPE 72nd
  • NET 401(k)
  • BOOK near Pence Construction 401(k) Plan
  • VS-ST ind #4320

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 Maryland →

Capreit 401(k) Plan in the asset neighbourhood

Capreit 401(k) Plan$14MPence Construction 401(k) PlanPence Construction 401(k) Pl…$14MPerinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and TrustPerinatal Associates of New …$14MErie Federal Credit Union 401(k) Plan and TrustErie Federal Credit Union 40…$14MSym Financial Corporation 401(k) Profit Sharing Plan and TrustSym Financial Corporation 40…$14M
End-of-year total assets ($M) among Capreit 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN522064504
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capreit Operating Limited Partne)

Sponsor-wide plan assets over time

All Capreit Operating Limited Partne plans reported in each filing year

Latest sponsor-wide plan assets
$16M 11.462113753525545% vs 2022
2024 filing year
$14M$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.3M $16M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 379 $14M
2023 1 363 $16M
2024 1 335 $16M

Nearby 401(k) Plans in Maryland

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

Capreit 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Capreit 401(k) Plan, Total assets ($B): 0.014342817 · Participants: 379Capreit 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Capreit 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Capreit 401(k) Plan side-by-side with 3 peers →

Capreit 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Pence Construction 401(k) Plan in OR ($14M); by covered participants it is Hospitality Staffing Solutions 401(k) Plan in GA (379 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 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 Capreit 401(k) Plan assets move in 2022? ▼
Capreit 401(k) Plan pulled back noticeably - down 10.8% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Capreit Operating Limited Partne plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capreit Operating Limited Partne's sponsor-wide assets grew 11.5%, from $14M to $16M.
Which 401(k) plans are similar in size to Capreit 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pence Construction 401(k) Plan in OR ($14M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Capreit 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hospitality Staffing Solutions 401(k) Plan in GA (379 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 522064504.

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.