401(k) · DOL Form 5500 · 2023

Capstone Collegiate Communities, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
80
Participants Small participant base
65th
Percentile by assets National rank
$165,186
Avg per participant Above avg balance/head
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Official DOL plan name: Capstone Collegiate Communities, LLC 401(k) Saving · Sponsored by Capstone Collegiate Communities, LLC · Alabama · Real Estate

$13M in assets, 80 participants

Capstone Collegiate Communities, LLC's Capstone Collegiate Communities, LLC 401(k) Saving reported $13M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,818 in Real Estate (4,727 peers)

Capstone Collegiate Communities, LLC multi-year trail

Capstone Collegiate Communities, LLC's plans moved +25.2% in assets from 2022 to 2023; this filing shows Capstone Collegiate Communities, LLC 401(k) Saving at $13M / 80 participants.

#3,818
in Real Estate (4,727 peers)
+25.2%
assets growth YoY

Capstone Collegiate Communities, LLC 401(k) Saving's mid-pack asset rank among Real Estate and all filers

Capstone Collegiate Communities, LLC 401(k) Saving vs every filed plan by assets

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

$13,214,892 Top 35% higher than 65% 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

Capstone Collegiate Communities, LLC 401(k) Saving among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capstone Collegiate Communities, LLC 401(k) Saving is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capstone Collegiate Communities, LLC 401(k) Saving reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Capstone Collegiate Communities, LLC 401(k) Saving end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Capstone Collegiate Communities, LLC 401(k) Saving reported participants rose from 79 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 453600200 · Capstone Collegiate Communities, LLC PY 2023 · 401(k)

Capstone Collegiate Communities, LLC 401(k) Saving · $13M · 80 · 65th

  • VS-ST $13M
  • BOY 80
  • SCH 65th
  • EBSA 401(k)
  • PART near Class Valuation, LLC 401(k) Plan
  • TYPE ind #3818

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 Real Estate retirement plans → · Plans in Alabama →

Capstone Collegiate Communities, LLC 401(k) Saving in the asset neighbourhood

Maspeth Federal Savings & Loan Association 401(k) PlanMaspeth Federal Savings & Lo…$13MCapstone Collegiate Communities, LLC 401(k) SavingCapstone Collegiate Communit…$13MClass Valuation, LLC 401(k) PlanClass Valuation, LLC 401(k) …$13MBenefit Resource, LLC 401(k) Retirement PlanBenefit Resource, LLC 401(k)…$13MThe Uttermost Company Profit Sharing PlanThe Uttermost Company Profit…$13M
End-of-year total assets ($M) among Capstone Collegiate Communities, LLC 401(k) Saving and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capstone Collegiate Communities, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Capstone Collegiate Communities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 25.225182113395718% vs 2022
2023 filing year
$10M$11M$12M$13M$14M 20222023 $10.6M $13.2M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 79 $11M
2023 1 80 $13M

Capstone Collegiate Communities, LLC filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN453600200
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Capstone Collegiate Communities, LLC 401(k) Saving vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Capstone Collegiate Communities, LLC 401(k) Saving, Total assets ($B): 0.013214892 · Participants: 80Capstone Collegiate Communities, LLC 401(k) SavingRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Capstone Collegiate Communities, LLC 401(k) Saving vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Capstone Collegiate Communities, LLC 401(k) Saving side-by-side with 3 peers →

Capstone Collegiate Communities, LLC 401(k) Saving's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Class Valuation, LLC 401(k) Plan in MI ($13M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Capstone Collegiate Communities, LLC 401(k) Saving assets move in 2023? ▼
Capstone Collegiate Communities, LLC 401(k) Saving grew sharply - up 25.2% during 2023, from $11M to $13M. Reported net income was $3M.
How have Capstone Collegiate Communities, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Capstone Collegiate Communities, LLC's sponsor-wide assets grew 25.2%, from $11M to $13M.
Which 401(k) plans are similar in size to Capstone Collegiate Communities, LLC 401(k) Saving? ▼
Among 401(k) plans in other states, the closest by assets is Class Valuation, LLC 401(k) Plan in MI ($13M, 446 participants).
Which 401(k) plans cover a similar participant headcount to Capstone Collegiate Communities, LLC 401(k) Saving? ▼
Among 401(k) plans in other states, the closest by covered participants is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 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 453600200.

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.