Profit Sharing · DOL Form 5500 · 2023

Capelli Enterprises Ltd Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
46th
Percentile by assets National rank
$5.5M
Avg per participant High balance/head
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Official DOL plan name: Capelli Enterprises Ltd Profit Sharing Plan and Trust · Sponsored by Capelli Enterprises Ltd · Wisconsin · Finance & Insurance

$5M in assets, 1 participants

Capelli Enterprises Ltd's Capelli Enterprises Ltd Profit Sharing Plan and Trust reported $5M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,903 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Capelli Enterprises Ltd Profit Sharing Plan and Trust holds $5M for 1 participant - about $5.5M per participant, in the lower half of filed plans by assets.

#2,903
in Finance & Insurance (8,869 peers)
+3.4%
assets growth YoY

Capelli Enterprises Ltd Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Capelli Enterprises Ltd Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,467,142 46th percentile higher than 46% of 127,068 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 2023

Capelli Enterprises Ltd Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capelli Enterprises Ltd Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capelli Enterprises Ltd Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $178K in the plan year 2023 filing.
  • Capelli Enterprises Ltd Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 432008496 · Capelli Enterprises Ltd PY 2023 · Profit Sharing

Capelli Enterprises Ltd Profit Sharing Plan and Trust · $5M · 1 · 46th

  • TYPE $5M
  • TYPE 1
  • TYPE 46th
  • TYPE Profit Sharing
  • TYPE near California Manufacturing Technology Consulting Retirement Plan
  • TYPE ind #2903

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 Wisconsin →

Capelli Enterprises Ltd Profit Sharing Plan and Trust in the asset neighbourhood

Capelli Enterprises Ltd Profit Sharing Plan and TrustCapelli Enterprises Ltd Prof…$5MCalifornia Manufacturing Technology Consulting Retirement PlanCalifornia Manufacturing Tec…$5MLester J Friedman a Law Corporation Profit Sharing Plan and TrustLester J Friedman a Law Corp…$5MStacy's Wellness Pharmacy Inc. Retirement PlanStacy's Wellness Pharmacy In…$5MHuman Resources Center, Inc. 403(b) Retirement Savings PlanHuman Resources Center, Inc.…$5M
End-of-year total assets ($M) among Capelli Enterprises Ltd Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$178K
Employer EIN432008496
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capelli Enterprises Ltd)

Sponsor-wide plan assets over time

All Capelli Enterprises Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.840270727196482% vs 2022
2024 filing year
$4.8M$5M$5.2M$5.4M$5.6M 202220232024 $5.29M $4.93M ▼ -6.8%
Year Plans Participants Total Assets
2022 1 1 $5M
2023 1 1 $5M
2024 1 1 $5M

Nearby Profit Sharing Plans in Wisconsin

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

Capelli Enterprises Ltd Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Capelli Enterprises Ltd Profit Sharing Plan and Trust, Total assets ($B): 0.005467142 · Participants: 1Capelli Enterprises Ltd Profit Sharing Plan and TrustThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Capelli Enterprises Ltd Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Capelli Enterprises Ltd Profit Sharing Plan and Trust side-by-side with 3 peers →

Capelli Enterprises Ltd Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is California Manufacturing Technology Consulting Retirement Plan in CA ($5M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Capelli Enterprises Ltd Profit Sharing Plan and Trust assets move in 2023? ▼
Capelli Enterprises Ltd Profit Sharing Plan and Trust edged up modestly - up 3.4% during 2023, from $5M to $5M. Reported net income was $178K.
How have Capelli Enterprises Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capelli Enterprises Ltd's sponsor-wide assets declined 6.8%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Capelli Enterprises Ltd Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is California Manufacturing Technology Consulting Retirement Plan in CA ($5M, 65 participants).
Which Profit Sharing plans cover a similar participant headcount to Capelli Enterprises Ltd Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 432008496.

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.