401(k) · DOL Form 5500 · 2023

Capstone Research Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 19
Participants Small participant base: 30th
Percentile by assets National rank: $100,147
Avg per participant Below avg balance/head

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Official DOL plan name: Capstone Research Corporation 401(k) Plan · Sponsored by Capstone Research Corporation · Alabama · Administrative & Support Services

$2M in assets, 19 participants

Capstone Research Corporation's Capstone Research Corporation 401(k) Plan reported $2M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#2,351 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Capstone Research Corporation 401(k) Plan ranks #2,351 of 4,372 2023 filers by assets (1516% of the sector average)-$2M for 19 participants.

#2,351
in Administrative & Support Services (4,372 peers): +114.1%
assets growth YoY

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

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

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

$1,902,800 30th percentile higher than 30% 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

Capstone Research Corporation 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capstone Research Corporation 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

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%)

DOL schedule card

Filing strip 842127259 · Capstone Research Corporation PY 2023 · 401(k)

Capstone Research Corporation 401(k) Plan · $2M · 19 · 30th

SCH $2M
EBSA 19
PART 30th
TYPE 401(k)
NET near Staffing Alternatives Inc 401(k) Profit Sharing Plan and Trust
BOOK ind #2351

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 Alabama →

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

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)	$889K
Net Assets (End of Year)	$2M
Net Income	$1M
Employer EIN	842127259
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Capstone Research Corporation)

Latest sponsor-wide plan assets: $4M 84.91202438511667% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	19	$2M
2024	1	34	$4M

Nearby 401(k) Plans in Alabama

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

Capstone Research Corporation 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

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

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

Outside Alabama, the nearest 401(k) by assets is Staffing Alternatives Inc 401(k) Profit Sharing Plan and Trust in WI ($2M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Staffing Alternatives Inc 401(k) Profit Sharing Plan and Trust (WI) $2M · 100
All for Kids Home Health 401(k) Plan (CO) $2M · 104
Alaska Breast Care and Surgery 401(k) Plan (AK) $2M · 6
Coan Oil, Inc. 401(k) and Profit Sharing Plan (MA) $2M · 17

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

Williams, Robinson Et Al 401(k) Plan & Trust (MO) 19 · 0 off
Green Dental Care Eqrp 401(k) (CO) 19 · 0 off
Sola Ventures Retirement Plan (MD) 19 · 0 off
Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 19 · 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 Capstone Research Corporation 401(k) Plan assets move in 2023? ▼

Capstone Research Corporation 401(k) Plan surged - up 114.1% during 2023, from $889K to $2M. Reported net income was $1M.

How have Capstone Research Corporation plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Capstone Research Corporation's sponsor-wide assets grew 84.9%, from $2M to $4M.

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

Among 401(k) plans in other states, the closest by assets is Staffing Alternatives Inc 401(k) Profit Sharing Plan and Trust in WI ($2M, 100 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 842127259.