401(k) · DOL Form 5500 · 2023

Capital Insurance Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
21
Participants Small participant base
31st
Percentile by assets National rank
$100,227
Avg per participant Below avg balance/head
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Official DOL plan name: Capital Insurance Holdings, Inc. Retirement Plan · Sponsored by Capital Insurance Holdings, Inc. · Florida · Finance & Insurance

$2M in assets, 21 participants

Capital Insurance Holdings, Inc.'s Capital Insurance Holdings, Inc. Retirement Plan reported $2M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,883 in Finance & Insurance (8,869 peers)

2023 asset change

Capital Insurance Holdings, Inc. Retirement Plan grew sharply 15.9% in 2023 ($2M → $2M) for 21 participants.

#1,883
in Finance & Insurance (8,869 peers)
+15.9%
assets growth YoY

Capital Insurance Holdings, Inc. Retirement Plan among the smaller filed plans by assets

Capital Insurance Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$2,104,768 31st percentile higher than 31% 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

Capital Insurance Holdings, Inc. 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. Capital Insurance Holdings, Inc. Retirement Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Insurance Holdings, Inc. Retirement Plan reported net income rose from -$302K in the plan year 2022 filing to $289K in the plan year 2023 filing.
  • Capital Insurance Holdings, Inc. Retirement Plan reported participants rose from 17 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Capital Insurance Holdings, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 274483283 · Capital Insurance Holdings, Inc. PY 2023 · 401(k)

Capital Insurance Holdings, Inc. Retirement Plan · $2M · 21 · 31st

  • 5500 $2M
  • 5500 21
  • 5500 31st
  • 5500 401(k)
  • 5500 near Massey Ward and Company Profit Sharing Plan
  • 5500 ind #1883

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 Florida →

Capital Insurance Holdings, Inc. Retirement Plan in the asset neighbourhood

Capital Insurance Holdings, Inc. Retirement PlanCapital Insurance Holdings, …$2MMassey Ward and Company Profit Sharing PlanMassey Ward and Company Prof…$2MOakland Infectious Disease Associates 401(k) Profit Sharing PlanOakland Infectious Disease A…$2MFirst Children, LLC. 401(k) PlanFirst Children, LLC. 401(k) …$2MDbw Media, Inc. 401(k) Profit Sharing PlanDbw Media, Inc. 401(k) Profi…$2M
End-of-year total assets ($M) among Capital Insurance Holdings, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capital Insurance Holdings, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Capital Insurance Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 2.782613853044931% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M 202220232024 $4.62M $4.49M ▼ -2.8%
Year Plans Participants Total Assets
2022 2 31 $5M
2023 2 35 $5M
2024 2 34 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$289K
Employer EIN274483283
Plan Effective Date1983-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Capital Insurance Holdings, Inc. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Capital Insurance Holdings, Inc. Retirement Plan, Total assets ($B): 0.002104768 · Participants: 21Capital Insurance Holdings, Inc. Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Capital Insurance Holdings, Inc. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Capital Insurance Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Capital Insurance Holdings, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Massey Ward and Company Profit Sharing Plan in CA ($2M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Capital Insurance Holdings, Inc. Retirement Plan assets move in 2023? ▼
Capital Insurance Holdings, Inc. Retirement Plan grew sharply - up 15.9% during 2023, from $2M to $2M. Reported net income was $289K.
How have Capital Insurance Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Insurance Holdings, Inc.'s sponsor-wide assets declined 2.8%, from $5M to $4M.
Which 401(k) plans are similar in size to Capital Insurance Holdings, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Massey Ward and Company Profit Sharing Plan in CA ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Capital Insurance Holdings, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 274483283.

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.