401(k) · DOL Form 5500 · 2022

Caplin & Drysdale 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
59
Participants Small participant base
90th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a · Sponsored by Caplin & Drysdale · District of Columbia · Professional & Technical Services

$62M in assets, 59 participants

Caplin & Drysdale's Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a reported $62M in total assets and 59 participants in its 2022 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.

  • #19,562 in Professional & Technical Services (21,562 peers)

Where Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a sits by assets

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a sits in the top 10% of all filed plans by assets, $62M for 59 participants (~$1.0M/participant), down 4.2% in 2022.

#19,562
in Professional & Technical Services (21,562 peers)
-4.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a's outsized position by total assets

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$61,913,247 Top 10% higher than 90% of 139,123 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 2022

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a is a small filing (59 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 521226629 · Caplin & Drysdale PY 2022 · 401(k)

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a · $62M · 59 · 90th

  • BOY $62M
  • BOY 59
  • BOY 90th
  • BOY 401(k)
  • BOY near Residential Mortgage Services, Inc. 401(k) Plan
  • BOY ind #19562

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 District of Columbia →

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a in the asset neighbourhood

Wynright 401(k) Plan and TrustWynright 401(k) Plan and Tru…$62MCaplin & Drysdale, Chartered Retirement Plan and Trust Single Plan aCaplin & Drysdale, Chartered…$62MResidential Mortgage Services, Inc. 401(k) PlanResidential Mortgage Service…$62MSanten, Inc. 401(k) and Profit Sharing PlanSanten, Inc. 401(k) and Prof…$62MIndyne, Inc. 401(k) Plan$62M
End-of-year total assets ($M) among Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$62M
Net Income-$3M
Employer EIN521226629
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caplin & Drysdale)

Sponsor-wide plan assets over time

All Caplin & Drysdale plans reported in each filing year

Latest sponsor-wide plan assets
$74M 4.593167127070212% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $71.2M $74.4M ▲ +4.6%
Year Plans Participants Total Assets
2022 2 91 $71M
2023 2 94 $67M
2024 2 98 $74M

Nearby 401(k) Plans in District of Columbia

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

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a, Total assets ($B): 0.061913247 · Participants: 59Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan aDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a side-by-side with 3 peers →

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Residential Mortgage Services, Inc. 401(k) Plan in ME ($62M); by covered participants it is Cai Inc Prodiac Pension Plan in MA (59 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a assets move in 2022? ▼
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a edged down modestly - down 4.2% during 2022, from $65M to $62M. Reported net income was -$3M.
How have Caplin & Drysdale plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caplin & Drysdale's sponsor-wide assets grew 4.6%, from $71M to $74M.
Where does Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a rank by assets among Form 5500 filers? ▼
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a? ▼
Among 401(k) plans in other states, the closest by assets is Residential Mortgage Services, Inc. 401(k) Plan in ME ($62M, 732 participants).
Which 401(k) plans cover a similar participant headcount to Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a? ▼
Among 401(k) plans in other states, the closest by covered participants is Cai Inc Prodiac Pension Plan in MA (59 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521226629.

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.