401(k) · DOL Form 5500 · 2022

Community Action Program of Evansville & Vanderburgh County Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
145
Participants Small participant base
30th
Percentile by assets National rank
$10,430
Avg per participant Low balance/head
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Official DOL plan name: C.a.P.E. 401(k) Employee Savings Plan · Sponsored by Community Action Program of Evansville & Vanderburgh County Inc. · Indiana · Healthcare & Social Assistance

$2M in assets, 145 participants

Community Action Program of Evansville & Vanderburgh County Inc.'s C.a.P.E. 401(k) Employee Savings Plan reported $2M in total assets and 145 participants in its 2022 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.

  • #5,825 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

C.a.P.E. 401(k) Employee Savings Plan covers 145 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $2M.

#5,825
in Healthcare & Social Assistance (20,060 peers)
-5.0%
assets change YoY

The plan reported a net loss of $79K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C.a.P.E. 401(k) Employee Savings Plan among the smaller filed plans by assets

C.a.P.E. 401(k) Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,512,318 30th percentile higher than 30% of 139,123 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 2022

C.a.P.E. 401(k) Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C.a.P.E. 401(k) Employee Savings Plan sits mid-pack in the medium band (145 participants).

EBSA filing schedule strip

Filing strip 351176665 · Community Action Program of Evansville & Vanderburgh County Inc. PY 2022 · 401(k)

C.a.P.E. 401(k) Employee Savings Plan · $2M · 145 · 30th

  • BOOK $2M
  • VS-ST 145
  • BOY 30th
  • SCH 401(k)
  • EBSA near Plankowner Brewing Co. Retirement Plan
  • PART ind #5825

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 Indiana →

C.a.P.E. 401(k) Employee Savings Plan in the asset neighbourhood

C.a.P.E. 401(k) Employee Savings PlanC.a.P.E. 401(k) Employee Sav…$2MPlankowner Brewing Co. Retirement PlanPlankowner Brewing Co. Retir…$2MStbw 401(k) Plan$2MTanner 401(k) Plan$2MCoke Management Group 401(k) PlanCoke Management Group 401(k)…$2M
End-of-year total assets ($M) among C.a.P.E. 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$79K
Employer EIN351176665
Plan Effective Date1998-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Program of Evansville & Vanderburgh County Inc.)

Sponsor-wide plan assets over time

All Community Action Program of Evansville & Vanderburgh County Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.55488858824665% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 20222024 $1.51M $1.88M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 145 $2M
2024 1 155 $2M

Nearby 401(k) Plans in Indiana

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

C.a.P.E. 401(k) Employee Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants C.a.P.E. 401(k) Employee Savings Plan, Total assets ($B): 0.001512318 · Participants: 145C.a.P.E. 401(k) Employee Savings PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
C.a.P.E. 401(k) Employee Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

C.a.P.E. 401(k) Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Plankowner Brewing Co. Retirement Plan in SC ($2M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did C.a.P.E. 401(k) Employee Savings Plan assets move in 2022?
C.a.P.E. 401(k) Employee Savings Plan edged down modestly - down 5.0% during 2022, from $2M to $2M. Reported net income was -$79K.
How have Community Action Program of Evansville & Vanderburgh County Inc. plan assets changed over time?
Across 2 plan years on file (2022-2024), Community Action Program of Evansville & Vanderburgh County Inc.'s sponsor-wide assets grew 24.6%, from $2M to $2M.
Which 401(k) plans are similar in size to C.a.P.E. 401(k) Employee Savings Plan?
Among 401(k) plans in other states, the closest by assets is Plankowner Brewing Co. Retirement Plan in SC ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to C.a.P.E. 401(k) Employee Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants, N/A in assets).