401(k) · DOL Form 5500 · 2023

Capital City Home Loans 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
200
Participants Below avg headcount
70th
Percentile by assets National rank
$86,237
Avg per participant Below avg balance/head
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Official DOL plan name: Capital City Home Loans 401(k) Plan · Sponsored by Capital City Home Loans · Georgia · Finance & Insurance

$17M in assets, 200 participants

Capital City Home Loans's Capital City Home Loans 401(k) Plan reported $17M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,926 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Capital City Home Loans 401(k) Plan covers 200 participants in Georgia, about 18% of the average Georgia filer (state average ~1,096 per filing). Assets: $17M.

#4,926
in Finance & Insurance (8,869 peers)
+27.4%
assets growth YoY

Capital City Home Loans 401(k) Plan's outsized position by total assets

Capital City Home Loans 401(k) Plan vs every filed plan by assets

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

$17,247,346 Top 30% higher than 70% 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 City Home Loans 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. Capital City Home Loans 401(k) Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital City Home Loans 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Capital City Home Loans 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Capital City Home Loans 401(k) Plan reported participants rose from 196 in the plan year 2022 filing to 200 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205356781 · Capital City Home Loans PY 2023 · 401(k)

Capital City Home Loans 401(k) Plan · $17M · 200 · 70th

  • EOY $17M
  • 5500 200
  • ASSETS 70th
  • PCT 401(k)
  • EIN near Convergent Science Inc 401(k) Profit Sharing Plan & Trust
  • RANK ind #4926

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 Georgia →

Capital City Home Loans 401(k) Plan in the asset neighbourhood

Capital City Home Loans 401(k) PlanCapital City Home Loans 401(…$17MConvergent Science Inc 401(k) Profit Sharing Plan & TrustConvergent Science Inc 401(k…$17MDigital Monitoring Products, Inc. Employees 401(k) PlanDigital Monitoring Products,…$17MThe Refinery 401(k) Plan$17MHigh Country Beverage Corporation 401(k) PlanHigh Country Beverage Corpor…$17M
End-of-year total assets ($M) among Capital City Home Loans 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN205356781
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital City Home Loans)

Sponsor-wide plan assets over time

All Capital City Home Loans plans reported in each filing year

Latest sponsor-wide plan assets
$17M 28.08818239971716% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.5M $17.4M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 196 $14M
2023 1 200 $17M
2024 2 344 $17M

Nearby 401(k) Plans in Georgia

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

Capital City Home Loans 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Capital City Home Loans 401(k) Plan, Total assets ($B): 0.017247346 · Participants: 200Capital City Home Loans 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Capital City Home Loans 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Capital City Home Loans 401(k) Plan side-by-side with 3 peers →

Capital City Home Loans 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Convergent Science Inc 401(k) Profit Sharing Plan & Trust in WI ($17M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 City Home Loans 401(k) Plan assets move in 2023? ▼
Capital City Home Loans 401(k) Plan grew sharply - up 27.4% during 2023, from $14M to $17M. Reported net income was $4M.
How have Capital City Home Loans plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital City Home Loans's sponsor-wide assets grew 28.1%, from $14M to $17M.
Which 401(k) plans are similar in size to Capital City Home Loans 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Convergent Science Inc 401(k) Profit Sharing Plan & Trust in WI ($17M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Capital City Home Loans 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants, $443 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 205356781.

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.