401(k) · DOL Form 5500 · 2022

Capstone Logistics, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
12,882
Participants Very large workforce
83rd
Percentile by assets National rank
$2,414
Avg per participant Low balance/head
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Official DOL plan name: Capstone 401(k) Plan · Sponsored by Capstone Logistics, LLC · Georgia · Transportation & Warehousing

$31M in assets, 12,882 participants

Capstone Logistics, LLC's Capstone 401(k) Plan reported $31M in total assets and 12,882 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #3,210 in Transportation & Warehousing (3,876 peers)

Coverage in Georgia

Capstone 401(k) Plan covers 12,882 participants in Georgia, 12x the typical Georgia plan (state average ~1,096 per filing). Assets: $31M.

#3,210
in Transportation & Warehousing (3,876 peers)
+12.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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.

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

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

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

$31,093,418 Top 17% higher than 83% 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 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capstone 401(k) Plan is a mega filing (12,882 participants), the rightmost band on the breakdown.

Form 5500 schedule snapshot

Filing strip 453087555 · Capstone Logistics, LLC PY 2022 · 401(k)

Capstone 401(k) Plan · $31M · 12,882 · 83rd

  • PART $31M
  • TYPE 12,882
  • NET 83rd
  • BOOK 401(k)
  • VS-ST near Sause Bros. Retirement Plan
  • BOY ind #3210

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

Capstone 401(k) Plan in the asset neighbourhood

Peabody Properties, Inc. 401(k) Employee Retirement PlanPeabody Properties, Inc. 401…$31MGohealth 401(k) Profit Sharing Plan and TrustGohealth 401(k) Profit Shari…$31MCapstone 401(k) Plan$31MSause Bros. Retirement Plan$31MGuttman Energy, Inc. Retirement Savings PlanGuttman Energy, Inc. Retirem…$31M
End-of-year total assets ($M) among Capstone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income-$2M
Employer EIN453087555
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone Logistics, LLC)

Sponsor-wide plan assets over time

All Capstone Logistics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 61.6321274168057% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.1M $50.3M ▲ +61.7%
Year Plans Participants Total Assets
2022 1 12,882 $31M
2023 1 13,429 $41M
2024 1 12,307 $50M

Nearby 401(k) Plans in Georgia

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

Capstone 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Capstone 401(k) Plan, Total assets ($B): 0.031093418 · Participants: 12882Capstone 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Capstone 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Capstone 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Sause Bros. Retirement Plan in OR ($31M); by covered participants it is Penske Automotive Group 401(k) Savings and Retirement Plan in MI (12,881 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12,882 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 401(k) Plan assets move in 2022? ▼
Capstone 401(k) Plan grew at a solid clip - up 12.9% during 2022, from $28M to $31M. Reported net income was -$2M.
How have Capstone Logistics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone Logistics, LLC's sponsor-wide assets grew 61.6%, from $31M to $50M.
Where does Capstone 401(k) Plan rank by assets among Form 5500 filers? ▼
Capstone 401(k) Plan ranks in the 83rd 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 Capstone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sause Bros. Retirement Plan in OR ($31M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Capstone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penske Automotive Group 401(k) Savings and Retirement Plan in MI (12,881 participants, $777M 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 453087555.

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.