401(k) · DOL Form 5500 · 2023

Captive Resources, LLC 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
313
Participants Below avg headcount
90th
Percentile by assets National rank
$260,487
Avg per participant Above avg balance/head
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Official DOL plan name: Captive Resources 401(k) Plan · Sponsored by Captive Resources, LLC · Illinois · Finance & Insurance

$82M in assets, 313 participants

Captive Resources, LLC's Captive Resources 401(k) Plan reported $82M in total assets and 313 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,482 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Captive Resources 401(k) Plan covers 313 participants in Illinois, about 40% of the average Illinois filer (state average ~779 per filing). Assets: $82M.

#7,482
in Finance & Insurance (8,869 peers)
+25.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Captive Resources 401(k) Plan's outsized position by total assets

Captive Resources 401(k) Plan vs every filed plan by assets

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

$81,532,417 Top 10% higher than 90% 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

Captive Resources 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Captive Resources 401(k) Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Captive Resources 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Captive Resources 401(k) Plan end-of-year assets rose from $65M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Captive Resources 401(k) Plan reported participants rose from 275 in the plan year 2022 filing to 313 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300073596 · Captive Resources, LLC PY 2023 · 401(k)

Captive Resources 401(k) Plan · $82M · 313 · 90th

  • PART $82M
  • TYPE 313
  • NET 90th
  • BOOK 401(k)
  • VS-ST near Bazaarvoice 401(k) Plan
  • BOY ind #7482

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 Illinois →

Captive Resources 401(k) Plan in the asset neighbourhood

Cfg Savings & Profit Sharing PlanCfg Savings & Profit Sharing…$82MNational Beverage Investment and Profit Sharing PlanNational Beverage Investment…$82MCaptive Resources 401(k) Plan$82MBazaarvoice 401(k) Plan$82MJayco, Inc. 401(k) Savings & Investment Plan & Trust PlanJayco, Inc. 401(k) Savings &…$82M
End-of-year total assets ($M) among Captive Resources 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$82M
Net Income$17M
Employer EIN300073596
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Captive Resources, LLC)

Sponsor-wide plan assets over time

All Captive Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$99M 52.35487099194307% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $64.9M $98.9M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 275 $65M
2023 1 313 $82M
2024 1 358 $99M

Nearby 401(k) Plans in Illinois

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

Captive Resources 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Captive Resources 401(k) Plan, Total assets ($B): 0.081532417 · Participants: 313Captive Resources 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Captive Resources 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Captive Resources 401(k) Plan side-by-side with 3 peers →

Captive Resources 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bazaarvoice 401(k) Plan in TX ($82M); by covered participants it is Five Star Transportation, Inc. 401(k) Plan in MA (313 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Captive Resources 401(k) Plan assets move in 2023? ▼
Captive Resources 401(k) Plan grew sharply - up 25.6% during 2023, from $65M to $82M. Reported net income was $17M.
How have Captive Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Captive Resources, LLC's sponsor-wide assets grew 52.4%, from $65M to $99M.
Where does Captive Resources 401(k) Plan rank by assets among Form 5500 filers? ▼
Captive Resources 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Captive Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bazaarvoice 401(k) Plan in TX ($82M, 939 participants).
Which 401(k) plans cover a similar participant headcount to Captive Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Five Star Transportation, Inc. 401(k) Plan in MA (313 participants, $2M 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 300073596.

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.