401(k) · DOL Form 5500 · 2023
Capstone Community Action, Inc 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $54,036
- Avg per participant Low balance/head
Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc. · Sponsored by Capstone Community Action, Inc · Vermont · Healthcare & Social Assistance
$9M in assets, 168 participants
Capstone Community Action, Inc's Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc. reported $9M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #10,998 in Healthcare & Social Assistance (17,684 peers)
Capstone Community Action, Inc multi-year trail
Capstone Community Action, Inc's plans moved +34.2% in assets from 2022 to 2024; this filing shows Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc. at $9M / 168 participants.
- #10,998
- in Healthcare & Social Assistance (17,684 peers)
- +26.3%
- assets growth YoY
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,077,972 Top 43% higher than 57% 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
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc. 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. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc. sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc. reported net income rose from -$639K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc. reported participants rose from 152 in the plan year 2022 filing to 168 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 030216254 · Capstone Community Action, Inc PY 2023 · 401(k)
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc. · $9M · 168 · 57th
- RANK $9M
- RANK 168
- RANK 57th
- RANK 401(k)
- RANK near Moeller Precision Tool 401(k) Plan
- RANK ind #10998
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 Healthcare & Social Assistance retirement plans → · Plans in Vermont →
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc. in the asset neighbourhood
Capstone Community Action, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Capstone Community Action, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 34.23221599002849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $7M |
| 2023 | 1 | 168 | $9M |
| 2024 | 1 | 181 | $10M |
Capstone Community Action, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 030216254 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.0B · 11,162
- National Life Group 401(k) Plan $298M · 1,219
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $220M · 519
- Husky Retirement Savings $153M · 551
- Incentive Retirement Plan for Employees of PC Construction Company $136M · 442
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Capstone Community Action, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Moeller Precision Tool 401(k) Plan in MI ($9M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Jenkins Linc-Merc, Inc. 401(k) Plan (FL) 168 · 0 off
- Serving Children and Adults in Need, Inc. 401(k) Plan (TX) 168 · 0 off
- Circle Y Saddles, Inc. 401(k) Profit Sharing Plan (TX) 168 · 0 off
- Deseret-Blue Mountain 401(k) Plan (UT) 168 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.