401(k) · DOL Form 5500 · 2023

Capital Management Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
23
Participants Small participant base
60th
Percentile by assets National rank
$460,770
Avg per participant High balance/head
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Official DOL plan name: Capital Management Company Employee Profit Sharing Plan · Sponsored by Capital Management Company · Oklahoma · Management of Enterprises

$11M in assets, 23 participants

Capital Management Company's Capital Management Company Employee Profit Sharing Plan reported $11M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #442 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Capital Management Company Employee Profit Sharing Plan ranks #442 of 1,137 2023 filers by assets (3355% of the sector average)-$11M for 23 participants.

#442
in Management of Enterprises (1,137 peers)
-5.6%
assets change YoY

The plan reported a net loss of $627K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Management Company Employee Profit Sharing Plan's mid-pack asset rank among Management of Enterprises and all filers

Capital Management Company Employee Profit Sharing Plan vs every filed plan by assets

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

$10,597,700 Top 40% higher than 60% 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

Capital Management Company Employee Profit Sharing 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. Capital Management Company Employee Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Management Company Employee Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to -$627K in the plan year 2023 filing.
  • Capital Management Company Employee Profit Sharing Plan reported participants rose from 21 in the plan year 2022 filing to 23 in the plan year 2023 filing.
  • Capital Management Company Employee Profit Sharing Plan end-of-year assets fell from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 730713201 · Capital Management Company PY 2023 · 401(k)

Capital Management Company Employee Profit Sharing Plan · $11M · 23 · 60th

  • PHOTO $11M
  • PHOTO 23
  • PHOTO 60th
  • PHOTO 401(k)
  • PHOTO near Aviation and Missile Solutions 401(k) Plan
  • PHOTO ind #442

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 Management of Enterprises retirement plans → · Plans in Oklahoma →

Capital Management Company Employee Profit Sharing Plan in the asset neighbourhood

Capital Management Company Employee Profit Sharing PlanCapital Management Company E…$11MAviation and Missile Solutions 401(k) PlanAviation and Missile Solutio…$11MFranklin Savings Bank 401(k) Savings PlanFranklin Savings Bank 401(k)…$11MJames-Bates-Brannan-Groover LLP 401(k) PlanJames-Bates-Brannan-Groover …$11MDelta Health Systems 401(k) Profit Sharing PlanDelta Health Systems 401(k) …$11M
End-of-year total assets ($M) among Capital Management Company Employee Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$627K
Employer EIN730713201
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Management Company)

Sponsor-wide plan assets over time

All Capital Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.0763737219738052% vs 2022
2024 filing year
$10.4M$10.6M$10.8M$11M$11.2M$11.4M 202220232024 $11.2M $11.1M ▼ -1.1%
Year Plans Participants Total Assets
2022 1 21 $11M
2023 1 23 $11M
2024 1 20 $11M

Nearby 401(k) Plans in Oklahoma

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

Capital Management Company Employee Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Capital Management Company Employee Profit Sharing Plan, Total assets ($B): 0.0105977 · Participants: 23Capital Management Company Employee Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Capital Management Company Employee Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Capital Management Company Employee Profit Sharing Plan side-by-side with 3 peers →

Capital Management Company Employee Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Aviation and Missile Solutions 401(k) Plan in AL ($11M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Capital Management Company Employee Profit Sharing Plan assets move in 2023? ▼
Capital Management Company Employee Profit Sharing Plan pulled back noticeably - down 5.6% during 2023, from $11M to $11M. Reported net income was -$627K.
How have Capital Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Management Company's sponsor-wide assets declined 1.1%, from $11M to $11M.
Which 401(k) plans are similar in size to Capital Management Company Employee Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aviation and Missile Solutions 401(k) Plan in AL ($11M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Capital Management Company Employee Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 participants, N/A 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 730713201.

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.