401(k) · DOL Form 5500 · 2023

Capitol Strategies Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$431,732
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capitol Strategies Group, Inc. 401(k) Plan · Sponsored by Capitol Strategies Group, Inc. · California · Professional & Technical Services

$2M in assets, 4 participants

Capitol Strategies Group, Inc.'s Capitol Strategies Group, Inc. 401(k) Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,963 in Professional & Technical Services (20,321 peers)

Capitol Strategies Group, Inc. multi-year trail

Capitol Strategies Group, Inc.'s plans moved +16.2% in assets from 2022 to 2023; this filing shows Capitol Strategies Group, Inc. 401(k) Plan at $2M / 4 participants.

#4,963
in Professional & Technical Services (20,321 peers)
+16.2%
assets growth YoY

Capitol Strategies Group, Inc. 401(k) Plan among the smaller filed plans by assets

Capitol Strategies Group, Inc. 401(k) Plan vs every filed plan by assets

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

$1,726,927 29th percentile higher than 29% 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

Capitol Strategies Group, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capitol Strategies Group, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capitol Strategies Group, Inc. 401(k) Plan reported net income rose from -$301K in the plan year 2022 filing to $241K in the plan year 2023 filing.
  • Capitol Strategies Group, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942704473 · Capitol Strategies Group, Inc. PY 2023 · 401(k)

Capitol Strategies Group, Inc. 401(k) Plan · $2M · 4 · 29th

  • NET $2M
  • NET 4
  • NET 29th
  • NET 401(k)
  • NET near Larkin Trade International LLC 401(k) Plan.
  • NET ind #4963

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 Professional & Technical Services retirement plans → · Plans in California →

Capitol Strategies Group, Inc. 401(k) Plan in the asset neighbourhood

Capitol Strategies Group, Inc. 401(k) PlanCapitol Strategies Group, In…$2MLarkin Trade International LLC 401(k) Plan.Larkin Trade International L…$2MBrassfield Krueger & Ramlow, Ltd Profit Sharing PlanBrassfield Krueger & Ramlow,…$2MSpiva Law Group, P. C. Retirement PlanSpiva Law Group, P. C. Retir…$2MGerstein Grayson & Cohen, LLP 401(k) PlanGerstein Grayson & Cohen, LL…$2M
End-of-year total assets ($M) among Capitol Strategies Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capitol Strategies Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Capitol Strategies Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.229078554525657% vs 2022
2023 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M 20222023 $1.49M $1.73M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M

Capitol Strategies Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$241K
Employer EIN942704473
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Capitol Strategies Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Capitol Strategies Group, Inc. 401(k) Plan, Total assets ($B): 0.001726927 · Participants: 4Capitol Strategies Group, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Capitol Strategies Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Capitol Strategies Group, Inc. 401(k) Plan side-by-side with 3 peers →

Capitol Strategies Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Larkin Trade International LLC 401(k) Plan. in VA ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Capitol Strategies Group, Inc. 401(k) Plan assets move in 2023? ▼
Capitol Strategies Group, Inc. 401(k) Plan grew sharply - up 16.2% during 2023, from $1M to $2M. Reported net income was $241K.
How have Capitol Strategies Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Capitol Strategies Group, Inc.'s sponsor-wide assets grew 16.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Capitol Strategies Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Larkin Trade International LLC 401(k) Plan. in VA ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Capitol Strategies Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 942704473.

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.