401(k) · DOL Form 5500 · 2023

Caipa Mso LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
128
Participants Small participant base
54th
Percentile by assets National rank
$63,422
Avg per participant Low balance/head
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Official DOL plan name: Caipa Mso LLC 401(k) Plan · Sponsored by Caipa Mso LLC · New York · Professional & Technical Services

$8M in assets, 128 participants

Caipa Mso LLC's Caipa Mso LLC 401(k) Plan reported $8M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,677 in Professional & Technical Services (20,321 peers)

Coverage in New York

Caipa Mso LLC 401(k) Plan covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $8M.

#10,677
in Professional & Technical Services (20,321 peers)
+42.0%
assets growth YoY

Caipa Mso LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Caipa Mso LLC 401(k) Plan vs every filed plan by assets

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

$8,117,969 Top 46% higher than 54% 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

Caipa Mso 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. Caipa Mso LLC 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caipa Mso LLC 401(k) Plan reported net income rose from $326K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Caipa Mso LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Caipa Mso LLC 401(k) Plan reported participants rose from 109 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 825391983 · Caipa Mso LLC PY 2023 · 401(k)

Caipa Mso LLC 401(k) Plan · $8M · 128 · 54th

  • 5500 $8M
  • ASSETS 128
  • PCT 54th
  • EIN 401(k)
  • RANK near Mobilehelp LLC 401(k) Plan
  • PHOTO ind #10677

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 Professional & Technical Services retirement plans → · Plans in New York →

Caipa Mso LLC 401(k) Plan in the asset neighbourhood

Caipa Mso LLC 401(k) Plan$8MMobilehelp LLC 401(k) Plan$8MMillennium Systems International, LLC 401(k) PlanMillennium Systems Internati…$8MCbh Homes 401(k) Plan$8MHerky Hawk Financial Corp. 401(k) PlanHerky Hawk Financial Corp. 4…$8M
End-of-year total assets ($M) among Caipa Mso LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN825391983
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caipa Mso LLC)

Sponsor-wide plan assets over time

All Caipa Mso LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 95.9827619285639% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.72M $11.2M ▲ +96.0%
Year Plans Participants Total Assets
2022 1 109 $6M
2023 1 128 $8M
2024 1 135 $11M

Nearby 401(k) Plans in New York

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

Caipa Mso LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Caipa Mso LLC 401(k) Plan, Total assets ($B): 0.008117969 · Participants: 128Caipa Mso LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Caipa Mso LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Caipa Mso LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mobilehelp LLC 401(k) Plan in FL ($8M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Caipa Mso LLC 401(k) Plan assets move in 2023?
Caipa Mso LLC 401(k) Plan surged - up 42.0% during 2023, from $6M to $8M. Reported net income was $2M.
How have Caipa Mso LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Caipa Mso LLC's sponsor-wide assets grew 96.0%, from $6M to $11M.
Which 401(k) plans are similar in size to Caipa Mso LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mobilehelp LLC 401(k) Plan in FL ($8M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Caipa Mso LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A in assets).