401(k) · DOL Form 5500 · 2023

Capstone Real Estate Services, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
375
Participants Below avg headcount
50th
Percentile by assets National rank
$18,242
Avg per participant Low balance/head
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Official DOL plan name: Capstone Real Estate Services, Inc. Retirement Savings Plan · Sponsored by Capstone Real Estate Services, Inc. · Texas · Real Estate

$7M in assets, 375 participants

Capstone Real Estate Services, Inc.'s Capstone Real Estate Services, Inc. Retirement Savings Plan reported $7M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,279 in Real Estate (4,727 peers)

Capstone Real Estate Services, Inc. multi-year trail

Capstone Real Estate Services, Inc.'s plans moved +13.0% in assets from 2022 to 2024; this filing shows Capstone Real Estate Services, Inc. Retirement Savings Plan at $7M / 375 participants.

#3,279
in Real Estate (4,727 peers)
+10.1%
assets growth YoY

Capstone Real Estate Services, Inc. Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Capstone Real Estate Services, Inc. Retirement Savings Plan vs every filed plan by assets

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

$6,840,634 Top 50% higher than 50% 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

Capstone Real Estate Services, Inc. Retirement Savings 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. Capstone Real Estate Services, Inc. Retirement Savings Plan sits mid-pack in the medium band (375 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capstone Real Estate Services, Inc. Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $625K in the plan year 2023 filing.
  • Capstone Real Estate Services, Inc. Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Capstone Real Estate Services, Inc. Retirement Savings Plan reported participants fell from 399 in the plan year 2022 filing to 375 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742566803 · Capstone Real Estate Services, Inc. PY 2023 · 401(k)

Capstone Real Estate Services, Inc. Retirement Savings Plan · $7M · 375 · 50th

  • PCT $7M
  • PCT 375
  • PCT 50th
  • PCT 401(k)
  • PCT near Advanced Composites 401(k) Plan
  • PCT ind #3279

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 Real Estate retirement plans → · Plans in Texas →

Capstone Real Estate Services, Inc. Retirement Savings Plan in the asset neighbourhood

Capstone Real Estate Services, Inc. Retirement Savings PlanCapstone Real Estate Service…$7MAdvanced Composites 401(k) PlanAdvanced Composites 401(k) P…$7MNeyhart, Anderson, Flynn & Grosboll Profit Sharing and 401(k) PlanNeyhart, Anderson, Flynn & G…$7MNanotronics Imaging, Inc. 401(k) PlanNanotronics Imaging, Inc. 40…$7MFindlay's Tall Timbers Distribution Center, LLC 401(k) Profit Sharing PlanFindlay's Tall Timbers Distr…$7M
End-of-year total assets ($M) among Capstone Real Estate Services, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capstone Real Estate Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Capstone Real Estate Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 13.001334484148275% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.22M $7.02M ▲ +12.9%
Year Plans Participants Total Assets
2022 1 399 $6M
2023 1 375 $7M
2024 1 449 $7M

Capstone Real Estate Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$625K
Employer EIN742566803
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Capstone Real Estate Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Capstone Real Estate Services, Inc. Retirement Savings Plan, Total assets ($B): 0.006840634 · Participants: 375Capstone Real Estate Services, Inc. Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Capstone Real Estate Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Capstone Real Estate Services, Inc. Retirement Savings Plan side-by-side with 3 peers →

Capstone Real Estate Services, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Advanced Composites 401(k) Plan in UT ($7M); by covered participants it is Schneider Mills Employees' Trust in NC (375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (375 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 Capstone Real Estate Services, Inc. Retirement Savings Plan assets move in 2023? ▼
Capstone Real Estate Services, Inc. Retirement Savings Plan grew at a solid clip - up 10.1% during 2023, from $6M to $7M. Reported net income was $625K.
How have Capstone Real Estate Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone Real Estate Services, Inc.'s sponsor-wide assets grew 13.0%, from $6M to $7M.
Which 401(k) plans are similar in size to Capstone Real Estate Services, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Composites 401(k) Plan in UT ($7M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Capstone Real Estate Services, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schneider Mills Employees' Trust in NC (375 participants, $15M 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 742566803.

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.