401(k) · DOL Form 5500 · 2023
Capstone Management, LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 280
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $79,108
- Avg per participant Below avg balance/head
Official DOL plan name: Capstone Management, LLC 401(k) Plan · Sponsored by Capstone Management, LLC · Florida · Manufacturing
$22M in assets, 280 participants
Capstone Management, LLC's Capstone Management, LLC 401(k) Plan reported $22M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #12,142 in Manufacturing (18,722 peers)
Coverage in Florida
Capstone Management, LLC 401(k) Plan covers 280 participants in Florida, about 45% of the average Florida filer (state average ~628 per filing). Assets: $22M.
- #12,142
- in Manufacturing (18,722 peers)
- +27.3%
- assets growth YoY
Capstone Management, LLC 401(k) Plan's outsized position by total assets
Capstone Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,150,302 Top 26% higher than 74% 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
Capstone Management, LLC 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. Capstone Management, LLC 401(k) Plan sits mid-pack in the medium band (280 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capstone Management, LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Capstone Management, LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Capstone Management, LLC 401(k) Plan reported participants rose from 250 in the plan year 2022 filing to 280 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 264146792 · Capstone Management, LLC PY 2023 · 401(k)
Capstone Management, LLC 401(k) Plan · $22M · 280 · 74th
- 5500 $22M
- 5500 280
- 5500 74th
- 5500 401(k)
- 5500 near Marlette Regional Hospital 401(k) Savings Plan
- 5500 ind #12142
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 Manufacturing retirement plans → · Plans in Florida →
Capstone Management, LLC 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $5M |
| Employer EIN | 264146792 |
| Plan Effective Date | 2006-03-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capstone Management, LLC)
Sponsor-wide plan assets over time
All Capstone Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 57.01518223665269% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 250 | $17M |
| 2023 | 1 | 280 | $22M |
| 2024 | 1 | 353 | $27M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Capstone Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Marlette Regional Hospital 401(k) Savings Plan in MI ($22M); by covered participants it is Hfri, LLC 401(k) Plan in IL (280 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Marlette Regional Hospital 401(k) Savings Plan (MI) $22M · 358
- Loftware, Inc. 401(k) Profit Sharing Plan (NH) $22M · 211
- Pickering, Inc. 401(k) Plan (TN) $22M · 128
- Questec 401(k) Defined Contribution Retirement Plan (MO) $22M · 235
Similar participant headcount
Nearest other-state filings by covered participants (280 participants); asset peers above are excluded.
- Hfri, LLC 401(k) Plan (IL) 280 · 0 off
- Aafcpas, Inc 401(k) Savings Plan (MA) 280 · 0 off
- Harper General Contractors, Inc. 401(k) Retirement Savings Plan (SC) 280 · 0 off
- Woodlands Senior Living 401(k) Ps Plan (ME) 280 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.