401(k) · DOL Form 5500 · 2023

Arizona Capital Source 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
17
Participants Small participant base
40th
Percentile by assets National rank
$236,407
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Arizona Capital Source 401(k) Plan · Sponsored by Arizona Capital Source · Arizona · Finance & Insurance

$4M in assets, 17 participants

Arizona Capital Source's Arizona Capital Source 401(k) Plan reported $4M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,516 in Finance & Insurance (8,869 peers)

Arizona Capital Source multi-year trail

Arizona Capital Source's plans moved +18.1% in assets from 2022 to 2024; this filing shows Arizona Capital Source 401(k) Plan at $4M / 17 participants.

#2,516
in Finance & Insurance (8,869 peers)
+1.0%
assets growth YoY

Arizona Capital Source 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$4,018,921 40th percentile higher than 40% 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

Arizona Capital Source 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. Arizona Capital Source 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arizona Capital Source 401(k) Plan reported net income rose from -$686K in the plan year 2022 filing to $38K in the plan year 2023 filing.
  • Arizona Capital Source 401(k) Plan reported participants fell from 20 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860403989 · Arizona Capital Source PY 2023 · 401(k)

Arizona Capital Source 401(k) Plan · $4M · 17 · 40th

  • RANK $4M
  • RANK 17
  • RANK 40th
  • RANK 401(k)
  • RANK near Lamco Systems, Inc. Profit Sharing Trust
  • RANK ind #2516

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 Finance & Insurance retirement plans → · Plans in Arizona →

Arizona Capital Source 401(k) Plan in the asset neighbourhood

Arizona Capital Source 401(k) PlanArizona Capital Source 401(k…$4MLamco Systems, Inc. Profit Sharing TrustLamco Systems, Inc. Profit S…$4MBridor USA Inc. 401(k) Plan$4MCortland Acres Nursing Home Profit Sharing PlanCortland Acres Nursing Home …$4MRose Exterminator Company, Inc. 401(k) PlanRose Exterminator Company, I…$4M
End-of-year total assets ($M) among Arizona Capital Source 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona Capital Source multi-year asset trail

Sponsor-wide plan assets over time

All Arizona Capital Source plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.079549353969856% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.98M $4.7M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 17 $4M
2024 1 16 $5M

Arizona Capital Source filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$38K
Employer EIN860403989
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Arizona Capital Source 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Arizona Capital Source 401(k) Plan, Total assets ($B): 0.004018921 · Participants: 17Arizona Capital Source 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Arizona Capital Source 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Arizona Capital Source 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Lamco Systems, Inc. Profit Sharing Trust in MA ($4M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Arizona Capital Source 401(k) Plan assets move in 2023? ▼
Arizona Capital Source 401(k) Plan held essentially flat - up 1.0% during 2023, from $4M to $4M. Reported net income was $38K.
How have Arizona Capital Source plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arizona Capital Source's sponsor-wide assets grew 18.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Arizona Capital Source 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lamco Systems, Inc. Profit Sharing Trust in MA ($4M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Arizona Capital Source 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 860403989.

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.