401(k) · DOL Form 5500 · 2023

Capacity Commercial Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
40th
Percentile by assets National rank
$240,874
Avg per participant Above avg balance/head
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Official DOL plan name: Capacity Commercial Group Retirement Plan · Sponsored by Capacity Commercial Group, LLC · Oregon · Real Estate

$4M in assets, 16 participants

Capacity Commercial Group, LLC's Capacity Commercial Group Retirement Plan reported $4M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,818 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Capacity Commercial Group Retirement Plan ranks #2,818 of 4,727 2023 filers by assets (674% of the sector average)-$4M for 16 participants.

#2,818
in Real Estate (4,727 peers)
+20.6%
assets growth YoY

Capacity Commercial Group Retirement Plan's mid-pack asset rank among Real Estate and all filers

Capacity Commercial Group Retirement Plan vs every filed plan by assets

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

$3,853,984 40th percentile higher than 40% 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

Capacity Commercial Group Retirement 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. Capacity Commercial Group Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capacity Commercial Group Retirement Plan reported net income rose from -$442K in the plan year 2022 filing to $659K in the plan year 2023 filing.
  • Capacity Commercial Group Retirement Plan reported participants fell from 30 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Capacity Commercial Group Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 201004899 · Capacity Commercial Group, LLC PY 2023 · 401(k)

Capacity Commercial Group Retirement Plan · $4M · 16 · 40th

  • PART $4M
  • TYPE 16
  • NET 40th
  • BOOK 401(k)
  • VS-ST near Two Chairs Behavioral Health Group, a Psychology 401(k) Plan
  • BOY ind #2818

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 Oregon →

Capacity Commercial Group Retirement Plan in the asset neighbourhood

Capacity Commercial Group Retirement PlanCapacity Commercial Group Re…$4MTwo Chairs Behavioral Health Group, a Psychology 401(k) PlanTwo Chairs Behavioral Health…$4MRural Electric, Inc. 401(k) PlanRural Electric, Inc. 401(k) …$4MInternational Marine Products Retirement PlanInternational Marine Product…$4M2scribe, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Capacity Commercial Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$659K
Employer EIN201004899
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capacity Commercial Group, LLC)

Sponsor-wide plan assets over time

All Capacity Commercial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.880077483271226% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.19M $4.05M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 30 $3M
2023 1 16 $4M
2024 1 18 $4M

Nearby 401(k) Plans in Oregon

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

Capacity Commercial Group Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Capacity Commercial Group Retirement Plan, Total assets ($B): 0.003853984 · Participants: 16Capacity Commercial Group Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Capacity Commercial Group Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Capacity Commercial Group Retirement Plan side-by-side with 3 peers →

Capacity Commercial Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Two Chairs Behavioral Health Group, a Psychology 401(k) Plan in CA ($4M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Capacity Commercial Group Retirement Plan assets move in 2023? ▼
Capacity Commercial Group Retirement Plan grew sharply - up 20.6% during 2023, from $3M to $4M. Reported net income was $659K.
How have Capacity Commercial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capacity Commercial Group, LLC's sponsor-wide assets grew 26.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Capacity Commercial Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Two Chairs Behavioral Health Group, a Psychology 401(k) Plan in CA ($4M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Capacity Commercial Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M 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 201004899.

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.