401(k) · DOL Form 5500 · 2023
Cap Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 217
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $35,049
- Avg per participant Low balance/head
Official DOL plan name: Cap Services, Inc. 401(k) Plan · Sponsored by Cap Services, Inc. · Wisconsin · Healthcare & Social Assistance
$8M in assets, 217 participants
Cap Services, Inc.'s Cap Services, Inc. 401(k) Plan reported $8M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,281 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Cap Services, Inc. 401(k) Plan covers 217 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.
- #10,281
- in Healthcare & Social Assistance (17,684 peers)
- +29.6%
- assets growth YoY
Cap Services, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Cap Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,605,567 Top 47% higher than 53% 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
Cap Services, Inc. 401(k) 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. Cap Services, Inc. 401(k) Plan sits mid-pack in the medium band (217 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cap Services, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Cap Services, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Cap Services, Inc. 401(k) Plan reported participants rose from 214 in the plan year 2022 filing to 217 in the plan year 2023 filing.
DOL schedule card
Filing strip 391080897 · Cap Services, Inc. PY 2023 · 401(k)
Cap Services, Inc. 401(k) Plan · $8M · 217 · 53rd
- BOY $8M
- BOY 217
- BOY 53rd
- BOY 401(k)
- BOY near One 401(k) and Profit Sharing Plan
- BOY ind #10281
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 Wisconsin →
Cap Services, Inc. 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 391080897 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cap Services, Inc.)
Sponsor-wide plan assets over time
All Cap Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 48.67990762880191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $6M |
| 2023 | 1 | 217 | $8M |
| 2024 | 1 | 221 | $9M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Cap Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is One 401(k) and Profit Sharing Plan in MI ($8M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- One 401(k) and Profit Sharing Plan (MI) $8M · 157
- Lineage Profit Sharing 401(k) Plan (NC) $8M · 116
- Sherman Loehr 401(k) Plan & Trust (CA) $8M · 10
- Craig Realty Group Retirement Savings Plan (CA) $8M · 632
Similar participant headcount
Nearest other-state filings by covered participants (217 participants); asset peers above are excluded.
- Nymbus, Inc. 401(k) Profit Sharing Plan and Trust (FL) 217 · 0 off
- Pro Imaging Benefits 401(k) Plan (MO) 217 · 0 off
- Five Stones Research Corporation 401(k) Plan (AL) 217 · 0 off
- Connoisseur Media, LLC 401(k) Plan (CT) 217 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.