ESOP · DOL Form 5500 · 2022

The Capital Management Corporation ESOP

Data updated 2026-08-25

$900K
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$128,586
Avg per participant Near avg balance/head
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Official DOL plan name: The Capital Management Corporation Employee Stock Ownership Plan · Sponsored by The Capital Management Corporation · Virginia · Finance & Insurance

$900K in assets, 7 participants

The Capital Management Corporation's The Capital Management Corporation Employee Stock Ownership Plan reported $900K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,446 in Finance & Insurance (9,261 peers)

The Capital Management Corporation multi-year trail

The Capital Management Corporation's plans moved +35.4% in assets from 2022 to 2024; this filing shows The Capital Management Corporation Employee Stock Ownership Plan at $900K / 7 participants.

#1,446
in Finance & Insurance (9,261 peers)
-3.4%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Capital Management Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

The Capital Management Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$900,099 24th percentile higher than 24% 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

The Capital Management Corporation Employee Stock Ownership 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. The Capital Management Corporation Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 541048352 · The Capital Management Corporation PY 2022 · ESOP

The Capital Management Corporation Employee Stock Ownership Plan · $900K · 7 · 24th

  • SCH $900K
  • EBSA 7
  • PART 24th
  • TYPE ESOP
  • NET near Wellington House, Inc. Employee Stock Ownership Plan & Trust
  • BOOK ind #1446

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 What is an ESOP? → · Plans in Virginia →

The Capital Management Corporation Employee Stock Ownership Plan in the asset neighbourhood

The Capital Management Corporation Employee Stock Ownership PlanThe Capital Management Corpo…$900KWellington House, Inc. Employee Stock Ownership Plan & TrustWellington House, Inc. Emplo…$900KLvl Engineering Group, Inc. Employee Stock Ownership PlanLvl Engineering Group, Inc. …$900KRay's Electric Employee Stock Ownership PlanRay's Electric Employee Stoc…$901KDenali Brewing Employee Stock Ownership PlanDenali Brewing Employee Stoc…$898K
End-of-year total assets ($M) among The Capital Management Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

The Capital Management Corporation multi-year asset trail

Sponsor-wide plan assets over time

All The Capital Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.37233126578299% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.9M $1.22M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 7 $900K
2023 1 7 $1M
2024 2 16 $1M

The Capital Management Corporation filing trail (2022)

Total Assets (Beginning of Year)$932K
Net Assets (End of Year)$900K
Net Income-$32K
Employer EIN541048352
Plan Effective Date2014-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Capital Management Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants The Capital Management Corporation Employee Stock Ownership Plan, Total assets ($M): 0.900099 · Participants: 7The Capital Management Corporation Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
The Capital Management Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare The Capital Management Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

The Capital Management Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Wellington House, Inc. Employee Stock Ownership Plan & Trust in OR ($900K); by covered participants it is Gilbert Construction Company, Ltd Employee Stock Ownership Plan in SC (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 The Capital Management Corporation Employee Stock Ownership Plan assets move in 2022? ▼
The Capital Management Corporation Employee Stock Ownership Plan edged down modestly - down 3.4% during 2022, from $932K to $900K. Reported net income was -$32K.
How have The Capital Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Capital Management Corporation's sponsor-wide assets grew 35.4%, from $900K to $1M.
Where does The Capital Management Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Capital Management Corporation Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Capital Management Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wellington House, Inc. Employee Stock Ownership Plan & Trust in OR ($900K, 19 participants).
Which ESOP plans cover a similar participant headcount to The Capital Management Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gilbert Construction Company, Ltd Employee Stock Ownership Plan in SC (7 participants, N/A 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 541048352.

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.