401(k) · DOL Form 5500 · 2023

Capri Communities LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
605
Participants Below avg headcount
52nd
Percentile by assets National rank
$11,900
Avg per participant Low balance/head
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Official DOL plan name: Capri Senior Communities Retirement Plan · Sponsored by Capri Communities LLC · Wisconsin · Real Estate

$7M in assets, 605 participants

Capri Communities LLC's Capri Senior Communities Retirement Plan reported $7M in total assets and 605 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,316 in Real Estate (4,727 peers)

Capri Communities LLC multi-year trail

Capri Communities LLC's plans moved +69.2% in assets from 2022 to 2024; this filing shows Capri Senior Communities Retirement Plan at $7M / 605 participants.

#3,316
in Real Estate (4,727 peers)
+33.7%
assets growth YoY

Capri Senior Communities Retirement Plan's mid-pack asset rank among Real Estate and all filers

Capri Senior Communities Retirement Plan vs every filed plan by assets

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

$7,199,479 Top 48% higher than 52% 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

Capri Senior Communities 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. Capri Senior Communities Retirement Plan sits mid-pack in the medium band (605 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capri Senior Communities Retirement Plan reported net income rose from -$340K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Capri Senior Communities Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Capri Senior Communities Retirement Plan reported participants rose from 552 in the plan year 2022 filing to 605 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 392030637 · Capri Communities LLC PY 2023 · 401(k)

Capri Senior Communities Retirement Plan · $7M · 605 · 52nd

  • IND $7M
  • EOY 605
  • 5500 52nd
  • ASSETS 401(k)
  • PCT near Century Arms, Inc 401(k) Savings Plan
  • EIN ind #3316

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 Wisconsin →

Capri Senior Communities Retirement Plan in the asset neighbourhood

Capri Senior Communities Retirement PlanCapri Senior Communities Ret…$7MCentury Arms, Inc 401(k) Savings PlanCentury Arms, Inc 401(k) Sav…$7MKyocera Medical Technologies, Inc.Kyocera Medical Technologies…$7MS&h Express Employee Benefit ProgramS&h Express Employee Benefit…$7MSystemtec, Inc. 401(k) Salary Reduction Plan and TrustSystemtec, Inc. 401(k) Salar…$7M
End-of-year total assets ($M) among Capri Senior Communities Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capri Communities LLC multi-year asset trail

Sponsor-wide plan assets over time

All Capri Communities LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 69.15456411117243% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.39M $9.11M ▲ +69.0%
Year Plans Participants Total Assets
2022 1 552 $5M
2023 1 605 $7M
2024 1 656 $9M

Capri Communities LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN392030637
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Capri Senior Communities Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Capri Senior Communities Retirement Plan, Total assets ($B): 0.007199479 · Participants: 605Capri Senior Communities Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Capri Senior Communities Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Capri Senior Communities Retirement Plan side-by-side with 3 peers →

Capri Senior Communities Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Century Arms, Inc 401(k) Savings Plan in FL ($7M); by covered participants it is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (605 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 Capri Senior Communities Retirement Plan assets move in 2023? ▼
Capri Senior Communities Retirement Plan surged - up 33.7% during 2023, from $5M to $7M. Reported net income was $2M.
How have Capri Communities LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capri Communities LLC's sponsor-wide assets grew 69.2%, from $5M to $9M.
Which 401(k) plans are similar in size to Capri Senior Communities Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Century Arms, Inc 401(k) Savings Plan in FL ($7M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Capri Senior Communities Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants, $17M 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 392030637.

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.