401(k) · DOL Form 5500 · 2023

Capell & Howard PC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
43
Participants Small participant base
81st
Percentile by assets National rank
$821,348
Avg per participant High balance/head
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Official DOL plan name: Capell & Howard PC 401(k) Profit Sharing Plan & Trust · Sponsored by Capell & Howard PC · Alabama · Professional & Technical Services

$35M in assets, 43 participants

Capell & Howard PC's Capell & Howard PC 401(k) Profit Sharing Plan & Trust reported $35M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,689 in Professional & Technical Services (20,321 peers)

Where Capell & Howard PC 401(k) Profit Sharing Plan & Trust sits by assets

Capell & Howard PC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $35M for 43 participants (~$821,348/participant), up 15.5% in 2023.

#16,689
in Professional & Technical Services (20,321 peers)
+15.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Capell & Howard PC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Capell & Howard PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$35,317,951 Top 19% higher than 81% 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

Capell & Howard PC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capell & Howard PC 401(k) Profit Sharing Plan & Trust is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capell & Howard PC 401(k) Profit Sharing Plan & Trust reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Capell & Howard PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Capell & Howard PC 401(k) Profit Sharing Plan & Trust reported participants fell from 48 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630593542 · Capell & Howard PC PY 2023 · 401(k)

Capell & Howard PC 401(k) Profit Sharing Plan & Trust · $35M · 43 · 81st

  • 5500 $35M
  • 5500 43
  • 5500 81st
  • 5500 401(k)
  • 5500 near Bakkt 401(k) Plan
  • 5500 ind #16689

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Capell & Howard PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Capell & Howard PC 401(k) Profit Sharing Plan & TrustCapell & Howard PC 401(k) Pr…$35MBakkt 401(k) Plan$35MPuratos USA Employee Savings PlanPuratos USA Employee Savings…$35MGastrointestinal Specialist of Geor Gia, Inc. 401(k) Profit Sharing PlanGastrointestinal Specialist …$35MFort Wayne Medical Oncology and Hematology, Inc. 401(k) PlanFort Wayne Medical Oncology …$35M
End-of-year total assets ($M) among Capell & Howard PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN630593542
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capell & Howard PC)

Sponsor-wide plan assets over time

All Capell & Howard PC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 18.36965887429741% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.6M $36.2M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 48 $31M
2023 1 43 $35M
2024 1 55 $36M

Nearby 401(k) Plans in Alabama

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

Capell & Howard PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Capell & Howard PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.035317951 · Participants: 43Capell & Howard PC 401(k) Profit Sharing Plan & TrustRegions 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
Capell & Howard PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Capell & Howard PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Capell & Howard PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Bakkt 401(k) Plan in GA ($35M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Capell & Howard PC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Capell & Howard PC 401(k) Profit Sharing Plan & Trust grew sharply - up 15.5% during 2023, from $31M to $35M. Reported net income was $5M.
How have Capell & Howard PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capell & Howard PC's sponsor-wide assets grew 18.4%, from $31M to $36M.
Where does Capell & Howard PC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Capell & Howard PC 401(k) Profit Sharing Plan & Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Capell & Howard PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bakkt 401(k) Plan in GA ($35M, 1,088 participants).
Which 401(k) plans cover a similar participant headcount to Capell & Howard PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 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 630593542.

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.