401(k) · DOL Form 5500 · 2022
Capital Group Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $6.1B
- Total assets Very large vs avg
- 7,803
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $785,992
- Avg per participant High balance/head
Official DOL plan name: Capital Retirement Savings Plan · Sponsored by Capital Group Companies, Inc. · California · Finance & Insurance
$6.1B in assets, 7,803 participants
Capital Group Companies, Inc.'s Capital Retirement Savings Plan reported $6.1B in total assets and 7,803 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,227 in Finance & Insurance (9,261 peers)
Coverage in California
Capital Retirement Savings Plan covers 7,803 participants in California, 12x the typical California plan (state average ~630 per filing). Assets: $6.1B.
- #9,227
- in Finance & Insurance (9,261 peers)
- +12.8%
- assets growth YoY
- 62×
- vs typical plan assets (national mean)
Capital Retirement Savings Plan's outsized position by total assets
Capital Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,133,096,745 Highest reported value at or above every one 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
Capital Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Retirement Savings Plan lands in the large band (7,803 participants).
DOL schedule card
Filing strip 860206507 · Capital Group Companies, Inc. PY 2022 · 401(k)
Capital Retirement Savings Plan · $6.1B · 7,803 · 100th
- PHOTO $6.1B
- IND 7,803
- EOY 100th
- 5500 401(k)
- ASSETS near Ti Contribution and 401(k) Savings Plan
- PCT ind #9227
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 California →
Capital Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5.4B |
|---|---|
| Net Assets (End of Year) | $6.1B |
| Net Income | $690M |
| Employer EIN | 860206507 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Group Companies, Inc.)
Sponsor-wide plan assets over time
All Capital Group Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8.2B 33.046608039443214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,803 | $6.1B |
| 2023 | 1 | 7,743 | $7.1B |
| 2024 | 1 | 7,871 | $8.2B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Scale composition for Capital Retirement Savings Plan
Capital Retirement Savings Plan reports $6.1B in end-of-year assets across 7,803 participants (0.050% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $785,992 per participant (5.7x the national average assets-per-participant) . Net income for plan year 2022 was $690M.
This plan identity (EIN 860206507, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.1B to $8.2B (+33.0%) while covered participants moved from 7,803 to 7,871 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,803 | $6.1B | This page |
| 2023 | 7,743 | $7.1B | Open filing |
| 2024 · index core | 7,871 | $8.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Capital Retirement Savings Plan (401(k), $8.2B, 7,871 participants)
Capital Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ti Contribution and 401(k) Savings Plan in TX ($6.2B); by covered participants it is Zillow Group 401(k) Plan in WA (7,799 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6.1B here).
- Ti Contribution and 401(k) Savings Plan (TX) $6.2B · 11,821
- Astrazeneca Savings and Security Plan (DE) $6.1B · 13,301
- Allstate 401(k) Savings Plan (TX) $6.1B · 43,272
- Commonspirit Health 401(k) Retirement Savings Plan (KY) $6.1B · 85,671
Similar participant headcount
Nearest other-state filings by covered participants (7,803 participants); asset peers above are excluded.
- Zillow Group 401(k) Plan (WA) 7,799 · 4 off
- American Woodmark Corporation Retirement Savings Plan (VA) 7,809 · 6 off
- The Profit Sharing and Savings Plan of Graybar Electric Company, Inc. (MO) 7,810 · 7 off
- Six Flags 401(k) Plan (TX) 7,812 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.