401(k) · DOL Form 5500 · 2022

Capstan, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
242
Participants Below avg headcount
69th
Percentile by assets National rank
$51,520
Avg per participant Low balance/head
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Official DOL plan name: Capstan Incorporated Tax Favored Savings & Investment Plan · Sponsored by Capstan, Inc. · California · Manufacturing

$12M in assets, 242 participants

Capstan, Inc.'s Capstan Incorporated Tax Favored Savings & Investment Plan reported $12M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #11,876 in Manufacturing (20,602 peers)

Coverage in California

Capstan Incorporated Tax Favored Savings & Investment Plan covers 242 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $12M.

#11,876
in Manufacturing (20,602 peers)
-35.0%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capstan Incorporated Tax Favored Savings & Investment Plan's outsized position by total assets

Capstan Incorporated Tax Favored Savings & Investment Plan vs every filed plan by assets

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

$12,467,960 Top 31% higher than 69% 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

Capstan Incorporated Tax Favored Savings & Investment 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. Capstan Incorporated Tax Favored Savings & Investment Plan sits mid-pack in the medium band (242 participants).

EBSA filing schedule strip

Filing strip 330703225 · Capstan, Inc. PY 2022 · 401(k)

Capstan Incorporated Tax Favored Savings & Investment Plan · $12M · 242 · 69th

  • EBSA $12M
  • PART 242
  • TYPE 69th
  • NET 401(k)
  • BOOK near Associated Steel Group, LLC 401(k) Plan
  • VS-ST ind #11876

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 Manufacturing retirement plans → · Plans in California →

Capstan Incorporated Tax Favored Savings & Investment Plan in the asset neighbourhood

Capstan Incorporated Tax Favored Savings & Investment PlanCapstan Incorporated Tax Fav…$12MAssociated Steel Group, LLC 401(k) PlanAssociated Steel Group, LLC …$12MSeidel, Schroeder & Company 401(k) Profit Sharing PlanSeidel, Schroeder & Company …$12MAnacostia Rail Holdings Company 401(k) PlanAnacostia Rail Holdings Comp…$12MMacproducts, Inc. Employees' Profit-Sharing Plan and TrustMacproducts, Inc. Employees'…$12M
End-of-year total assets ($M) among Capstan Incorporated Tax Favored Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$12M
Net Income-$7M
Employer EIN330703225
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstan, Inc.)

Sponsor-wide plan assets over time

All Capstan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 12.430942993079862% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M$14.5M 202220232024 $12.5M $14M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 242 $12M
2023 1 223 $13M
2024 1 270 $14M

Nearby 401(k) Plans in California

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

Capstan Incorporated Tax Favored Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Capstan Incorporated Tax Favored Savings & Investment Plan, Total assets ($B): 0.01246796 · Participants: 242Capstan Incorporated Tax Favored Savings & Investment PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Capstan Incorporated Tax Favored Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Capstan Incorporated Tax Favored Savings & Investment Plan side-by-side with 3 peers →

Capstan Incorporated Tax Favored Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Associated Steel Group, LLC 401(k) Plan in OK ($12M); by covered participants it is Revolution Retail Systems LLC 401(k) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Capstan Incorporated Tax Favored Savings & Investment Plan assets move in 2022? ▼
Capstan Incorporated Tax Favored Savings & Investment Plan contracted severely - down 35.0% during 2022, from $19M to $12M. Reported net income was -$7M.
How have Capstan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstan, Inc.'s sponsor-wide assets grew 12.4%, from $12M to $14M.
Which 401(k) plans are similar in size to Capstan Incorporated Tax Favored Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associated Steel Group, LLC 401(k) Plan in OK ($12M, 516 participants).
Which 401(k) plans cover a similar participant headcount to Capstan Incorporated Tax Favored Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revolution Retail Systems LLC 401(k) Plan in TX (242 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 330703225.

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.