401(k) · DOL Form 5500 · 2023

The Capital Markets Company 401(k) Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
1,472
Participants Near avg headcount
93rd
Percentile by assets National rank
$101,061
Avg per participant Below avg balance/head
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Official DOL plan name: The Capco 401(k) Profit Sharing Plan · Sponsored by The Capital Markets Company · New York · Professional & Technical Services

$149M in assets, 1,472 participants

The Capital Markets Company's The Capco 401(k) Profit Sharing Plan reported $149M in total assets and 1,472 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,244 in Professional & Technical Services (20,321 peers)

Where The Capco 401(k) Profit Sharing Plan sits by assets

The Capco 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $149M for 1,472 participants (~$101,061/participant), up 24.8% in 2023.

#19,244
in Professional & Technical Services (20,321 peers)
+24.8%
assets growth YoY
1.5×
vs typical plan assets (national mean)

The Capco 401(k) Profit Sharing Plan's outsized position by total assets

The Capco 401(k) Profit Sharing Plan vs every filed plan by assets

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

$148,761,606 Top 7% higher than 93% 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

The Capco 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Capco 401(k) Profit Sharing Plan lands in the large band (1,472 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Capco 401(k) Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • The Capco 401(k) Profit Sharing Plan end-of-year assets rose from $119M in the plan year 2022 filing to $149M in the plan year 2023 filing.
  • The Capco 401(k) Profit Sharing Plan reported participants rose from 1,379 in the plan year 2022 filing to 1,472 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043441053 · The Capital Markets Company PY 2023 · 401(k)

The Capco 401(k) Profit Sharing Plan · $149M · 1,472 · 93rd

  • NET $149M
  • BOOK 1,472
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near Mcnaughton Mckay Electric Co. 401(k) & Profit Sharing Plan
  • EBSA ind #19244

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 →

The Capco 401(k) Profit Sharing Plan in the asset neighbourhood

Mcnaughton Mckay Electric Co. 401(k) & Profit Sharing PlanMcnaughton Mckay Electric Co…$149MThe Capco 401(k) Profit Sharing PlanThe Capco 401(k) Profit Shar…$149MDefined Contribution Retirement Plan for the Employees of Excela Health Holding CompaniesDefined Contribution Retirem…$149MAmerican Psychological Association 401(k) PlanAmerican Psychological Assoc…$149MKaufman, Hall & Associates, LLC Retirement Plan and TrustKaufman, Hall & Associates, …$149M
End-of-year total assets ($M) among The Capco 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$149M
Net Income$30M
Employer EIN043441053
Plan Effective Date2017-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Capital Markets Company)

Sponsor-wide plan assets over time

All The Capital Markets Company plans reported in each filing year

Latest sponsor-wide plan assets
$172M 44.15804247386474% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $119M $172M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 1,379 $119M
2023 1 1,472 $149M
2024 1 1,343 $172M

Nearby 401(k) Plans in New York

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

The Capco 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Capco 401(k) Profit Sharing Plan, Total assets ($B): 0.148761606 · Participants: 1472The Capco 401(k) Profit Sharing 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
The Capco 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Capco 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Capco 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mcnaughton Mckay Electric Co. 401(k) & Profit Sharing Plan in MI ($149M); by covered participants it is Abb Optical Group in FL (1,472 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,472 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 The Capco 401(k) Profit Sharing Plan assets move in 2023? ▼
The Capco 401(k) Profit Sharing Plan grew sharply - up 24.8% during 2023, from $119M to $149M. Reported net income was $30M.
How have The Capital Markets Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Capital Markets Company's sponsor-wide assets grew 44.2%, from $119M to $172M.
Where does The Capco 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Capco 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Capco 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcnaughton Mckay Electric Co. 401(k) & Profit Sharing Plan in MI ($149M, 1,699 participants).
Which 401(k) plans cover a similar participant headcount to The Capco 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Abb Optical Group in FL (1,472 participants, $60M 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 043441053.

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.