401(k) · DOL Form 5500 · 2023

Capital Rx 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
423
Participants Below avg headcount
62nd
Percentile by assets National rank
$27,497
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capital Rx 401(k) Plan · Sponsored by Capital Rx · New York · Administrative & Support Services

$12M in assets, 423 participants

Capital Rx's Capital Rx 401(k) Plan reported $12M in total assets and 423 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,462 in Administrative & Support Services (4,372 peers)

Capital Rx multi-year trail

Capital Rx's plans moved +172.0% in assets from 2022 to 2024; this filing shows Capital Rx 401(k) Plan at $12M / 423 participants.

#3,462
in Administrative & Support Services (4,372 peers)
+56.4%
assets growth YoY

Capital Rx 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Capital Rx 401(k) Plan vs every filed plan by assets

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

$11,631,086 Top 38% higher than 62% 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

Capital Rx 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. Capital Rx 401(k) Plan sits mid-pack in the medium band (423 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Rx 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Capital Rx 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Capital Rx 401(k) Plan reported participants rose from 351 in the plan year 2022 filing to 423 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 352612946 · Capital Rx PY 2023 · 401(k)

Capital Rx 401(k) Plan · $12M · 423 · 62nd

  • TYPE $12M
  • NET 423
  • BOOK 62nd
  • VS-ST 401(k)
  • BOY near Vna & Hospice of the Southwest Region 401(k) Plan and Trust
  • SCH ind #3462

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 Administrative & Support Services retirement plans → · Plans in New York →

Capital Rx 401(k) Plan in the asset neighbourhood

Capital Rx 401(k) Plan$12MVna & Hospice of the Southwest Region 401(k) Plan and TrustVna & Hospice of the Southwe…$12MJ & W Services & Equipment Company 401(k) PlanJ & W Services & Equipment C…$12MPhysicians 401(k) Solutions$12MC.I. Banker Wire and Iron Works, Inc. 401(k) PlanC.I. Banker Wire and Iron Wo…$12M
End-of-year total assets ($M) among Capital Rx 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capital Rx multi-year asset trail

Sponsor-wide plan assets over time

All Capital Rx plans reported in each filing year

Latest sponsor-wide plan assets
$20M 171.96750387823673% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.44M $20.2M ▲ +171.9%
Year Plans Participants Total Assets
2022 1 351 $7M
2023 1 423 $12M
2024 1 487 $20M

Capital Rx filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN352612946
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Capital Rx 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Capital Rx 401(k) Plan, Total assets ($B): 0.011631086 · Participants: 423Capital Rx 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
Capital Rx 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Capital Rx 401(k) Plan side-by-side with 3 peers →

Capital Rx 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Vna & Hospice of the Southwest Region 401(k) Plan and Trust in VT ($12M); by covered participants it is Ameri-National Corporation 401(k) Plan in MO (423 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (423 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 Capital Rx 401(k) Plan assets move in 2023? ▼
Capital Rx 401(k) Plan surged - up 56.4% during 2023, from $7M to $12M. Reported net income was $4M.
How have Capital Rx plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Rx's sponsor-wide assets grew 172.0%, from $7M to $20M.
Which 401(k) plans are similar in size to Capital Rx 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vna & Hospice of the Southwest Region 401(k) Plan and Trust in VT ($12M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Capital Rx 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameri-National Corporation 401(k) Plan in MO (423 participants, $54M 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 352612946.

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.