Other · DOL Form 5500 · 2022
Capstone Health Services Foundation Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $145,838
- Avg per participant Above avg balance/head
Official DOL plan name: Capstone Health Services Foundation 403(b) DC Plan · Sponsored by Capstone Health Services Foundation · Alabama · Other Services
$16M in assets, 113 participants
Capstone Health Services Foundation's Capstone Health Services Foundation 403(b) DC Plan reported $16M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #7,181 in Other Services (8,398 peers)
Coverage in Alabama
Capstone Health Services Foundation 403(b) DC Plan covers 113 participants in Alabama, about 31% of the average Alabama filer (state average ~360 per filing). Assets: $16M.
- #7,181
- in Other Services (8,398 peers)
- -12.6%
- 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.
Capstone Health Services Foundation 403(b) DC Plan's outsized position by total assets
Capstone Health Services Foundation 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,479,749 Top 26% higher than 74% 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 Health Services Foundation 403(b) DC 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 Health Services Foundation 403(b) DC Plan sits mid-pack in the medium band (113 participants).
DOL schedule card
Filing strip 630810661 · Capstone Health Services Foundation PY 2022 · Other
Capstone Health Services Foundation 403(b) DC Plan · $16M · 113 · 74th
- PHOTO $16M
- PHOTO 113
- PHOTO 74th
- PHOTO Other
- PHOTO near Florida State University Foundation, Inc. 403(b) Defined Contribution Plan
- PHOTO ind #7181
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 Other Services retirement plans → · Plans in Alabama →
Capstone Health Services Foundation 403(b) DC Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 630810661 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capstone Health Services Foundation)
Sponsor-wide plan assets over time
All Capstone Health Services Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 41.878878130971536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $16M |
| 2023 | 1 | 128 | $20M |
| 2024 | 1 | 123 | $23M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.2B · 4,400
- Drummond Company, Inc. Savings Plan for Salaried Employees $105M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $91M · 1,760
- Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan $87M · 349
- Uab Health System 403(b) Retirement Plan $68M · 500
Capstone Health Services Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Florida State University Foundation, Inc. 403(b) Defined Contribution Plan in FL ($16M); by covered participants it is Cheshire Academy 403(b) DC and Tda Retirement Plan in CT (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.
- Cheshire Academy 403(b) DC and Tda Retirement Plan (CT) 113 · 0 off
- Greenhills School Retirement Plan (MI) 113 · 0 off
- Foote School DC Retirement Plan (CT) 113 · 0 off
- Wellspring Family Services Retirement Savings Plan (WA) 113 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.