ESOP · DOL Form 5500 · 2023
Capitol Bearing Service of Austin, Inc. ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 50
- Participants
- 64th
- Percentile by assets
- $259,286
- Avg per participant
Official DOL plan name: Capitol Bearing & Hydraulics Employee Stock Ownership Plan · Sponsored by Capitol Bearing Service of Austin, Inc. · Texas · Wholesale Trade
$13M in assets, 50 participants
Capitol Bearing Service of Austin, Inc.'s Capitol Bearing & Hydraulics Employee Stock Ownership Plan reported $13M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 127,072 plans)
- #3,625 in Wholesale Trade (6,309 peers)
Capitol Bearing Service of Austin, Inc. multi-year trail
Capitol Bearing Service of Austin, Inc.'s plans moved +11.8% in assets from 2022 to 2024; this filing shows Capitol Bearing & Hydraulics Employee Stock Ownership Plan at $13M / 50 participants.
- $13M
- total plan assets (2023 EOY)
- 50
- covered participants
- 64th
- percentile by assets (of 127,072 plans)
- $259,286
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capitol Bearing & Hydraulics Employee Stock Ownership Plan reported net income rose from $750K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Capitol Bearing & Hydraulics Employee Stock Ownership Plan reported participants fell from 61 in the plan year 2022 filing to 50 in the plan year 2023 filing.
- Capitol Bearing & Hydraulics Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Capitol Bearing Service of Austin, Inc. across 3 plan years on file
Across the 3 plan years Capitol Bearing Service of Austin, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $13M, a gain of 11.8%, while reported participants moved from 61 to 49 (-19.7%). Peak year by sponsor assets: 2023 ($13M); trough: 2022 ($11M).
Capitol Bearing Service of Austin, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $11M |
| 2023 | 1 | 50 | $13M |
| 2024 | 1 | 49 | $13M |
Capitol Bearing Service of Austin, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 742291163 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
Capitol Bearing & Hydraulics Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Capitol Bearing & Hydraulics Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Capitol Bearing & Hydraulics Employee Stock Ownership Plan's numbers.
- By total assets, Capitol Bearing & Hydraulics Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Capitol Bearing Service of Austin, Inc.'s sponsor-wide assets have grown 11.8% since 2022 across 3 plan years on file. More Wholesale Trade plans