401(k) · DOL Form 5500 · 2023

Capstone on-Campus Management, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
318
Participants Below avg headcount
74th
Percentile by assets National rank
$66,315
Avg per participant Below avg balance/head
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Official DOL plan name: Capstone on-Campus Management, LLC 401(k) Savings Plan · Sponsored by Capstone on-Campus Management, LLC · Alabama · Real Estate

$21M in assets, 318 participants

Capstone on-Campus Management, LLC's Capstone on-Campus Management, LLC 401(k) Savings Plan reported $21M in total assets and 318 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,143 in Real Estate (4,727 peers)

Capstone on-Campus Management, LLC multi-year trail

Capstone on-Campus Management, LLC's plans moved +49.2% in assets from 2022 to 2024; this filing shows Capstone on-Campus Management, LLC 401(k) Savings Plan at $21M / 318 participants.

#4,143
in Real Estate (4,727 peers)
+16.5%
assets growth YoY

Capstone on-Campus Management, LLC 401(k) Savings Plan's outsized position by total assets

Capstone on-Campus Management, LLC 401(k) Savings Plan vs every filed plan by assets

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

$21,088,103 Top 26% higher than 74% 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 on-Campus Management, LLC 401(k) 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 on-Campus Management, LLC 401(k) Savings Plan sits mid-pack in the medium band (318 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capstone on-Campus Management, LLC 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Capstone on-Campus Management, LLC 401(k) Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Capstone on-Campus Management, LLC 401(k) Savings Plan reported participants fell from 332 in the plan year 2022 filing to 318 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 562440563 · Capstone on-Campus Management, LLC PY 2023 · 401(k)

Capstone on-Campus Management, LLC 401(k) Savings Plan · $21M · 318 · 74th

  • 5500 $21M
  • 5500 318
  • 5500 74th
  • 5500 401(k)
  • 5500 near Rxsight, Inc. 401(k) Plan
  • 5500 ind #4143

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 Alabama →

Capstone on-Campus Management, LLC 401(k) Savings Plan in the asset neighbourhood

Capstone on-Campus Management, LLC 401(k) Savings PlanCapstone on-Campus Managemen…$21MRxsight, Inc. 401(k) Plan$21MMedicus 401(k) Plan$21MG.W. Van Keppel Company Retirement Savings PlanG.W. Van Keppel Company Reti…$21MEssa Bank & Trust 401(k) Plan$21M
End-of-year total assets ($M) among Capstone on-Campus Management, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capstone on-Campus Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Capstone on-Campus Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 49.21103138203697% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.1M $27M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 332 $18M
2023 1 318 $21M
2024 2 839 $27M

Capstone on-Campus Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN562440563
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Capstone on-Campus Management, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Capstone on-Campus Management, LLC 401(k) Savings Plan, Total assets ($B): 0.021088103 · Participants: 318Capstone on-Campus Management, LLC 401(k) Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Capstone on-Campus Management, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Capstone on-Campus Management, LLC 401(k) Savings Plan side-by-side with 3 peers →

Capstone on-Campus Management, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Rxsight, Inc. 401(k) Plan in CA ($21M); by covered participants it is Nacg Texas, Inc. 401(k) Plan in TX (318 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (318 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 on-Campus Management, LLC 401(k) Savings Plan assets move in 2023? ▼
Capstone on-Campus Management, LLC 401(k) Savings Plan grew sharply - up 16.5% during 2023, from $18M to $21M. Reported net income was $3M.
How have Capstone on-Campus Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone on-Campus Management, LLC's sponsor-wide assets grew 49.2%, from $18M to $27M.
Which 401(k) plans are similar in size to Capstone on-Campus Management, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rxsight, Inc. 401(k) Plan in CA ($21M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Capstone on-Campus Management, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nacg Texas, Inc. 401(k) Plan in TX (318 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 562440563.

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.