401(k) · DOL Form 5500 · 2023

Capistrano Corporation 401(k) Plan

Data updated 2026-08-25

$552K
Total assets Small plan by assets: 2
Participants Small participant base: 19th
Percentile by assets National rank: $275,878
Avg per participant High balance/head

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Official DOL plan name: Capistrano Corporation 401(k) Plan · Sponsored by Capistrano Corporation · New York · Healthcare & Social Assistance

$552K in assets, 2 participants

Capistrano Corporation's Capistrano Corporation 401(k) Plan reported $552K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

#2,487 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Capistrano Corporation 401(k) Plan holds $552K for 2 participants - about $275,878 per participant, among the smaller plans by assets on file.

#2,487
in Healthcare & Social Assistance (17,684 peers): +0.0%
assets growth YoY

Capistrano Corporation 401(k) Plan among the smaller filed plans by assets

Capistrano Corporation 401(k) Plan vs every filed plan by assets

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

$551,756 19th percentile higher than 19% 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

Capistrano Corporation 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capistrano Corporation 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 851602232 · Capistrano Corporation PY 2023 · 401(k)

Capistrano Corporation 401(k) Plan · $552K · 2 · 19th

ASSETS $552K
ASSETS 2
ASSETS 19th
ASSETS 401(k)
ASSETS near Gutierrez Family Agency Retirement Plan
ASSETS ind #2487

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 New York →

End-of-year total assets ($M) among Capistrano Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$552K
Net Assets (End of Year)	$552K
Employer EIN	851602232
Plan Effective Date	2020-10-23
Filing Status	FILING RECEIVED

Sponsor Plan History (Capistrano Corporation)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$552K
2023	1	2	$552K
2024	1	2	N/A

Nearby 401(k) Plans in New York

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

Capistrano Corporation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Capistrano Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Gutierrez Family Agency Retirement Plan in IN ($552K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($552K here).

Gutierrez Family Agency Retirement Plan (IN) $552K · 10
Ramon Roofing, Inc. Retirement Plan and Trust (TX) $552K · 10
Bootleg Bar B Q Co Inc 401(k) Profit Sharing Plan & Trust (KY) $552K · 17
Dragone Brothers Retirement Plan (MT) $552K · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Capistrano Corporation 401(k) Plan assets move in 2023? ▼

Capistrano Corporation 401(k) Plan held essentially flat - up 0.0% during 2023, from $552K to $552K.

Where does Capistrano Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼

Capistrano Corporation 401(k) Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Capistrano Corporation 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Gutierrez Family Agency Retirement Plan in IN ($552K, 10 participants).

Which 401(k) plans cover a similar participant headcount to Capistrano Corporation 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 851602232.