401(k) · DOL Form 5500 · 2022
Capspecialty, Inc. 401(k) Plan
Data updated 2026-08-11
- $57M
- Total assets
- 318
- Participants
- 89th
- Percentile by assets
- $180,535
- Avg per participant
Official DOL plan name: Capspecialty, Inc. 401(k) Plan · Sponsored by Capspecialty, Inc. · Wisconsin · Finance & Insurance
$57M in assets, 318 participants
Capspecialty, Inc.'s Capspecialty, Inc. 401(k) Plan reported $57M in total assets and 318 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #7,641 in Finance & Insurance (9,261 peers)
Where Capspecialty, Inc. 401(k) Plan sits by assets
Capspecialty, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 318 participants (~$180,535/participant), down 14.3% in 2022.
- $57M
- total plan assets (2022 EOY)
- 318
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $180,535
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capspecialty, Inc. 401(k) Plan vs the 2022 asset distribution
By assets, Capspecialty, Inc. 401(k) Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$10M |
| Employer EIN | 391052658 |
| Plan Effective Date | 1986-08-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capspecialty, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 318 | $57M |
| 2023 | 1 | 322 | $64M |
| 2024 | 1 | 321 | $73M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Capspecialty, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Capspecialty, Inc. 401(k) Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Capspecialty, Inc. 401(k) Plan
Scale reading
Ways to act on Capspecialty, Inc. 401(k) Plan's numbers.
- By total assets, Capspecialty, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Capspecialty, Inc.'s sponsor-wide assets have grown 27.4% since 2022 across 3 plan years on file. More Finance & Insurance plans