401(k) · DOL Form 5500 · 2022

Golden Capstone Investments Inc. 401(k) Plan

Data updated 2026-08-25

$85K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$85,036
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Golden Capstone Investments Inc. 401(k) Plan · Sponsored by Golden Capstone Investments Inc. · North Carolina · Real Estate

$85K in assets, 1 participants

Golden Capstone Investments Inc.'s Golden Capstone Investments Inc. 401(k) Plan reported $85K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 5th 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.

  • #384 in Real Estate (5,057 peers)

2022 asset change

Golden Capstone Investments Inc. 401(k) Plan contracted severely 62.1% in 2022 ($224K → $85K) for 1 participant.

#384
in Real Estate (5,057 peers)
-62.1%
assets change YoY

The plan reported a net loss of $139K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Golden Capstone Investments Inc. 401(k) Plan among the smaller filed plans by assets

Golden Capstone Investments Inc. 401(k) Plan vs every filed plan by assets

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

$85,036 5th percentile higher than 5% 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

Golden Capstone Investments Inc. 401(k) 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. Golden Capstone Investments Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 844250753 · Golden Capstone Investments Inc. PY 2022 · 401(k)

Golden Capstone Investments Inc. 401(k) Plan · $85K · 1 · 5th

  • PCT $85K
  • EIN 1
  • RANK 5th
  • PHOTO 401(k)
  • IND near Cmp Investments, Inc. 401(k) Plan
  • EOY ind #384

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 Real Estate retirement plans → · Plans in North Carolina →

Golden Capstone Investments Inc. 401(k) Plan in the asset neighbourhood

Golden Capstone Investments Inc. 401(k) PlanGolden Capstone Investments …$85KCmp Investments, Inc. 401(k) PlanCmp Investments, Inc. 401(k)…$85KBts Transport Inc. 401(k) PlanBts Transport Inc. 401(k) Pl…$85KThe Simpson Group of Lawrenceville Co. Retirement PlanThe Simpson Group of Lawrenc…$85KHigh Heaven, Inc. 401(k) Plan$85K
End-of-year total assets ($M) among Golden Capstone Investments Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Golden Capstone Investments Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Golden Capstone Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.05M$0.1M 20222023 $0.09M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $85K
2023 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$224K
Net Assets (End of Year)$85K
Net Income-$139K
Employer EIN844250753
Plan Effective Date2020-01-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Golden Capstone Investments Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Golden Capstone Investments Inc. 401(k) Plan, Total assets ($B): 0.000085036 · Participants: 1Golden Capstone Investments Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Golden Capstone Investments Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Golden Capstone Investments Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Cmp Investments, Inc. 401(k) Plan in WA ($85K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Golden Capstone Investments Inc. 401(k) Plan assets move in 2022? ▼
Golden Capstone Investments Inc. 401(k) Plan contracted severely - down 62.1% during 2022, from $224K to $85K. Reported net income was -$139K.
Where does Golden Capstone Investments Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Golden Capstone Investments Inc. 401(k) Plan ranks in the 5th 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 401(k) plans are similar in size to Golden Capstone Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cmp Investments, Inc. 401(k) Plan in WA ($85K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Golden Capstone Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 844250753.

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.