401(k) · DOL Form 5500 · 2023
Capricorn Investment Group, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $267,237
- Avg per participant High balance/head
Official DOL plan name: Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan · Sponsored by Capricorn Investment Group, LLC · California · Finance & Insurance
$16M in assets, 60 participants
Capricorn Investment Group, LLC's Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan reported $16M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #4,790 in Finance & Insurance (8,869 peers)
Capricorn Investment Group, LLC multi-year trail
Capricorn Investment Group, LLC's plans moved +62.7% in assets from 2022 to 2024; this filing shows Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan at $16M / 60 participants.
- #4,790
- in Finance & Insurance (8,869 peers)
- +27.7%
- assets growth YoY
Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan's outsized position by total assets
Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,034,197 Top 32% higher than 68% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) 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. Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan reported participants rose from 52 in the plan year 2022 filing to 60 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 208893021 · Capricorn Investment Group, LLC PY 2023 · 401(k)
Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan · $16M · 60 · 68th
- VS-ST $16M
- VS-ST 60
- VS-ST 68th
- VS-ST 401(k)
- VS-ST near Office Ally, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #4790
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 California →
Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan in the asset neighbourhood
Capricorn Investment Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Capricorn Investment Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 62.72544277512352% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $13M |
| 2023 | 1 | 60 | $16M |
| 2024 | 1 | 52 | $20M |
Capricorn Investment Group, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 208893021 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Office Ally, Inc. 401(k) Profit Sharing Plan in WA ($16M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust (LA) 60 · 0 off
- Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan (PR) 60 · 0 off
- Client Resources, Inc. 401(k) Profit Sharing Plan (NE) 60 · 0 off
- Bank of Cherokee County 401(k) Retirement Plan (OK) 60 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.