401(k) · DOL Form 5500 · 2023

Cap and Gown, Inc. 401(k) Plan

Data updated 2026-08-25

$589K
Total assets Small plan by assets
4
Participants Small participant base
19th
Percentile by assets National rank
$147,138
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cap and Gown, Inc. Profit Sharing Plan · Sponsored by Cap and Gown, Inc. · Alabama · Educational Services

$589K in assets, 4 participants

Cap and Gown, Inc.'s Cap and Gown, Inc. Profit Sharing Plan reported $589K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #494 in Educational Services (3,735 peers)

2023 asset change

Cap and Gown, Inc. Profit Sharing Plan grew sharply 28.6% in 2023 ($458K → $589K) for 4 participants.

#494
in Educational Services (3,735 peers)
+28.6%
assets growth YoY

Cap and Gown, Inc. Profit Sharing Plan among the smaller filed plans by assets

Cap and Gown, Inc. Profit Sharing Plan vs every filed plan by assets

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

$588,553 19th percentile higher than 19% 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

Cap and Gown, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cap and Gown, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cap and Gown, Inc. Profit Sharing Plan reported net income rose from $74K in the plan year 2022 filing to $131K in the plan year 2023 filing.
  • Cap and Gown, Inc. Profit Sharing Plan end-of-year assets rose from $458K in the plan year 2022 filing to $589K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205539468 · Cap and Gown, Inc. PY 2023 · 401(k)

Cap and Gown, Inc. Profit Sharing Plan · $589K · 4 · 19th

  • BOY $589K
  • BOY 4
  • BOY 19th
  • BOY 401(k)
  • BOY near Young Scholars of Columbus Incorporated 401(k) Profit Sharing Plan
  • BOY ind #494

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 Educational Services retirement plans → · Plans in Alabama →

Cap and Gown, Inc. Profit Sharing Plan in the asset neighbourhood

Cap and Gown, Inc. Profit Sharing PlanCap and Gown, Inc. Profit Sh…$589KYoung Scholars of Columbus Incorporated 401(k) Profit Sharing PlanYoung Scholars of Columbus I…$589KUrsus Equity Inc. 401(k) Plan$588KThe Chick, Inc 401(k) Profit Sharing PlanThe Chick, Inc 401(k) Profit…$588KBrookline Development LLC Retirement PlanBrookline Development LLC Re…$588K
End-of-year total assets ($M) among Cap and Gown, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cap and Gown, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Cap and Gown, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$431K 5.854703748277226% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.46M $0.43M ▼ -6.5%
Year Plans Participants Total Assets
2022 1 4 $458K
2023 1 4 $589K
2024 1 5 $431K

2023 asset-move particulars

Total Assets (Beginning of Year)$458K
Net Assets (End of Year)$589K
Net Income$131K
Employer EIN205539468
Plan Effective Date2006-09-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Cap and Gown, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Cap and Gown, Inc. Profit Sharing Plan, Total assets ($B): 0.000588553 · Participants: 4Cap and Gown, Inc. Profit Sharing 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
Cap and Gown, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Cap and Gown, Inc. Profit Sharing Plan side-by-side with 3 peers →

Cap and Gown, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Young Scholars of Columbus Incorporated 401(k) Profit Sharing Plan in OH ($589K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Cap and Gown, Inc. Profit Sharing Plan assets move in 2023? ▼
Cap and Gown, Inc. Profit Sharing Plan grew sharply - up 28.6% during 2023, from $458K to $589K. Reported net income was $131K.
How have Cap and Gown, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cap and Gown, Inc.'s sponsor-wide assets declined 5.9%, from $458K to $431K.
Where does Cap and Gown, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cap and Gown, Inc. Profit Sharing Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cap and Gown, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Young Scholars of Columbus Incorporated 401(k) Profit Sharing Plan in OH ($589K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Cap and Gown, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 205539468.

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.