401(k) · DOL Form 5500 · 2023

Capital Guidance America, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
210
Participants Below avg headcount
71st
Percentile by assets National rank
$86,679
Avg per participant Below avg balance/head
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Official DOL plan name: Capital Guidance Group Retirement Plan · Sponsored by Capital Guidance America, Inc. · District of Columbia · Real Estate

$18M in assets, 210 participants

Capital Guidance America, Inc.'s Capital Guidance Group Retirement Plan reported $18M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,034 in Real Estate (4,727 peers)

Coverage in District of Columbia

Capital Guidance Group Retirement Plan covers 210 participants in District of Columbia, about 14% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $18M.

#4,034
in Real Estate (4,727 peers)
+17.3%
assets growth YoY

Capital Guidance Group Retirement Plan's outsized position by total assets

Capital Guidance Group Retirement Plan vs every filed plan by assets

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

$18,202,567 Top 29% higher than 71% 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 Guidance Group Retirement 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. Capital Guidance Group Retirement Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Guidance Group Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Capital Guidance Group Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Capital Guidance Group Retirement Plan reported participants fell from 234 in the plan year 2022 filing to 210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760205168 · Capital Guidance America, Inc. PY 2023 · 401(k)

Capital Guidance Group Retirement Plan · $18M · 210 · 71st

  • TYPE $18M
  • NET 210
  • BOOK 71st
  • VS-ST 401(k)
  • BOY near Energy Developments Employee Retirement Plan
  • SCH ind #4034

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 District of Columbia →

Capital Guidance Group Retirement Plan in the asset neighbourhood

Capital Guidance Group Retirement PlanCapital Guidance Group Retir…$18MEnergy Developments Employee Retirement PlanEnergy Developments Employee…$18MReedman-Toll 401(k) Plan$18MOklahoma Steel & Wire Co., Inc. 401(k) Profit Sharing Retirement PlanOklahoma Steel & Wire Co., I…$18MGold Strike 401(k) Plan$18M
End-of-year total assets ($M) among Capital Guidance Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN760205168
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Guidance America, Inc.)

Sponsor-wide plan assets over time

All Capital Guidance America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 35.9801249035546% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.5M $21.1M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 234 $16M
2023 1 210 $18M
2024 1 164 $21M

Nearby 401(k) Plans in District of Columbia

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

Capital Guidance Group Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Capital Guidance Group Retirement Plan, Total assets ($B): 0.018202567 · Participants: 210Capital Guidance Group Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Capital Guidance Group Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Capital Guidance Group Retirement Plan side-by-side with 3 peers →

Capital Guidance Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Energy Developments Employee Retirement Plan in MI ($18M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Guidance Group Retirement Plan assets move in 2023? ▼
Capital Guidance Group Retirement Plan grew sharply - up 17.3% during 2023, from $16M to $18M. Reported net income was $3M.
How have Capital Guidance America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Guidance America, Inc.'s sponsor-wide assets grew 36.0%, from $16M to $21M.
Which 401(k) plans are similar in size to Capital Guidance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Energy Developments Employee Retirement Plan in MI ($18M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Capital Guidance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B.E.a.T., LLC 401(k) Plan in TX (210 participants, $8M 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 760205168.

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.