401(k) · DOL Form 5500 · 2023

The Caprock Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
43
Participants Small participant base
54th
Percentile by assets National rank
$184,633
Avg per participant Above avg balance/head
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Official DOL plan name: The Caprock Group 401(k) Plan · Sponsored by The Caprock Group, Inc. · Idaho · Finance & Insurance

$8M in assets, 43 participants

The Caprock Group, Inc.'s The Caprock Group 401(k) Plan reported $8M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,431 in Finance & Insurance (8,869 peers)

The Caprock Group, Inc. multi-year trail

The Caprock Group, Inc.'s plans moved +79.2% in assets from 2022 to 2024; this filing shows The Caprock Group 401(k) Plan at $8M / 43 participants.

#3,431
in Finance & Insurance (8,869 peers)
+36.8%
assets growth YoY

The Caprock Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Caprock Group 401(k) Plan vs every filed plan by assets

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

$7,939,224 Top 46% higher than 54% 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

The Caprock Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Caprock Group 401(k) Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Caprock Group 401(k) Plan reported net income rose from -$880K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Caprock Group 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Caprock Group 401(k) Plan reported participants rose from 36 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 470899236 · The Caprock Group, Inc. PY 2023 · 401(k)

The Caprock Group 401(k) Plan · $8M · 43 · 54th

  • NET $8M
  • NET 43
  • NET 54th
  • NET 401(k)
  • NET near Paxton Hardwoods 401(k) Plan
  • NET ind #3431

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 Idaho →

The Caprock Group 401(k) Plan in the asset neighbourhood

The Caprock Group 401(k) Plan$8MPaxton Hardwoods 401(k) Plan$8MWinston/Hamilton Home Builders 401(k) PlanWinston/Hamilton Home Builde…$8MPrescient Development, Inc. 401(k) PlanPrescient Development, Inc. …$8MRio Vista Ventures, LLC Employees Savings & Retirement PlanRio Vista Ventures, LLC Empl…$8M
End-of-year total assets ($M) among The Caprock Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Caprock Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Caprock Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 79.2242937926104% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.8M $10.4M ▲ +79.3%
Year Plans Participants Total Assets
2022 1 36 $6M
2023 1 43 $8M
2024 1 51 $10M

The Caprock Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN470899236
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

The Caprock Group 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants The Caprock Group 401(k) Plan, Total assets ($B): 0.007939224 · Participants: 43The Caprock Group 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
The Caprock Group 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare The Caprock Group 401(k) Plan side-by-side with 3 peers →

The Caprock Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Paxton Hardwoods 401(k) Plan in WA ($8M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); 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 The Caprock Group 401(k) Plan assets move in 2023? ▼
The Caprock Group 401(k) Plan surged - up 36.8% during 2023, from $6M to $8M. Reported net income was $2M.
How have The Caprock Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Caprock Group, Inc.'s sponsor-wide assets grew 79.2%, from $6M to $10M.
Which 401(k) plans are similar in size to The Caprock Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paxton Hardwoods 401(k) Plan in WA ($8M, 100 participants).
Which 401(k) plans cover a similar participant headcount to The Caprock Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M 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 470899236.

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.