401(k) · DOL Form 5500 · 2022
Capstone Insurance and Financial Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $186K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $92,914
- Avg per participant Below avg balance/head
Official DOL plan name: Capstone Insurance and Financial Services Retirement Plan · Sponsored by Capstone Insurance and Financial Services, Inc. · Washington · Finance & Insurance
$186K in assets, 2 participants
Capstone Insurance and Financial Services, Inc.'s Capstone Insurance and Financial Services Retirement Plan reported $186K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- #582 in Finance & Insurance (9,261 peers)
2022 asset change
Capstone Insurance and Financial Services Retirement Plan declined sharply 17.8% in 2022 ($226K → $186K) for 2 participants.
- #582
- in Finance & Insurance (9,261 peers)
- -17.8%
- assets change YoY
The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capstone Insurance and Financial Services Retirement Plan among the smaller filed plans by assets
Capstone Insurance and Financial Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$185,827 10th percentile higher than 10% 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 Insurance and Financial Services Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capstone Insurance and Financial Services Retirement Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 851586092 · Capstone Insurance and Financial Services, Inc. PY 2022 · 401(k)
Capstone Insurance and Financial Services Retirement Plan · $186K · 2 · 10th
- PCT $186K
- PCT 2
- PCT 10th
- PCT 401(k)
- PCT near Second Life Inc. 401(k) Plan
- PCT ind #582
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 Washington →
Capstone Insurance and Financial Services Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $226K |
|---|---|
| Net Assets (End of Year) | $186K |
| Net Income | -$40K |
| Employer EIN | 851586092 |
| Plan Effective Date | 2020-06-25 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Capstone Insurance and Financial Services Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Second Life Inc. 401(k) Plan in ME ($186K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($186K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.