401(k) · DOL Form 5500 · 2022

Capspecialty, Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
318
Participants Below avg headcount
89th
Percentile by assets National rank
$180,535
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,641
in Finance & Insurance (9,261 peers)
-14.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

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's outsized position by total assets

Capspecialty, Inc. 401(k) Plan vs every filed plan by assets

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

$57,410,258 Top 11% higher than 89% 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

Capspecialty, Inc. 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. Capspecialty, Inc. 401(k) Plan sits mid-pack in the medium band (318 participants).

Form 5500 schedule snapshot

Filing strip 391052658 · Capspecialty, Inc. PY 2022 · 401(k)

Capspecialty, Inc. 401(k) Plan · $57M · 318 · 89th

  • EOY $57M
  • 5500 318
  • ASSETS 89th
  • PCT 401(k)
  • EIN near C.W. Matthews Contracting Company, Inc. 401(k) Plan
  • RANK ind #7641

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Capspecialty, Inc. 401(k) Plan in the asset neighbourhood

Farmers Mutual 401(k) Savings PlanFarmers Mutual 401(k) Saving…$57MCapspecialty, Inc. 401(k) PlanCapspecialty, Inc. 401(k) Pl…$57MC.W. Matthews Contracting Company, Inc. 401(k) PlanC.W. Matthews Contracting Co…$57MNational Life Insurance Company Agents Retirement PlanNational Life Insurance Comp…$57MNational Bank Holdings Corporation 401(k) PlanNational Bank Holdings Corpo…$57M
End-of-year total assets ($M) among Capspecialty, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$57M
Net Income-$10M
Employer EIN391052658
Plan Effective Date1986-08-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Capspecialty, Inc.)

Sponsor-wide plan assets over time

All Capspecialty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 27.444389816189297% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.4M $73.2M ▲ +27.5%
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 Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Capspecialty, Inc. 401(k) Plan, Total assets ($B): 0.057410258 · Participants: 318Capspecialty, Inc. 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Capspecialty, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Capspecialty, Inc. 401(k) Plan side-by-side with 3 peers →

Capspecialty, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is C.W. Matthews Contracting Company, Inc. 401(k) Plan in GA ($57M); by covered participants it is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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 Capspecialty, Inc. 401(k) Plan assets move in 2022? ▼
Capspecialty, Inc. 401(k) Plan pulled back noticeably - down 14.3% during 2022, from $67M to $57M. Reported net income was -$10M.
How have Capspecialty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capspecialty, Inc.'s sponsor-wide assets grew 27.4%, from $57M to $73M.
Where does Capspecialty, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Capspecialty, Inc. 401(k) Plan ranks in the 89th 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 Capspecialty, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C.W. Matthews Contracting Company, Inc. 401(k) Plan in GA ($57M, 1,201 participants).
Which 401(k) plans cover a similar participant headcount to Capspecialty, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants, $160K 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 391052658.

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.