ESOP · DOL Form 5500 · 2023

Capitol Bearing Service of Austin, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
50
Participants Small participant base
64th
Percentile by assets National rank
$259,286
Avg per participant Above avg balance/head
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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.

  • #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.

#3,625
in Wholesale Trade (6,309 peers)
+15.1%
assets growth YoY

Capitol Bearing & Hydraulics Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Capitol Bearing & Hydraulics Employee Stock Ownership Plan vs every filed plan by assets

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

$12,964,302 Top 36% higher than 64% 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

Capitol Bearing & Hydraulics Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capitol Bearing & Hydraulics Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742291163 · Capitol Bearing Service of Austin, Inc. PY 2023 · ESOP

Capitol Bearing & Hydraulics Employee Stock Ownership Plan · $13M · 50 · 64th

  • RANK $13M
  • RANK 50
  • RANK 64th
  • RANK ESOP
  • RANK near G2 Software Systems, Inc. Employee Stock Ownership Plan
  • RANK ind #3625

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 What is an ESOP? → · Plans in Texas →

Capitol Bearing & Hydraulics Employee Stock Ownership Plan in the asset neighbourhood

Vhv Company Employee Stock Ownership PlanVhv Company Employee Stock O…$13MCapitol Bearing & Hydraulics Employee Stock Ownership PlanCapitol Bearing & Hydraulics…$13MG2 Software Systems, Inc. Employee Stock Ownership PlanG2 Software Systems, Inc. Em…$13MLandau Associates, Inc. Employee Stock Ownership PlanLandau Associates, Inc. Empl…$13MPanel Processing, Inc. Employee Stock Ownership PlanPanel Processing, Inc. Emplo…$13M
End-of-year total assets ($M) among Capitol Bearing & Hydraulics Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Capitol Bearing Service of Austin, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Capitol Bearing Service of Austin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 11.770834091505812% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.3M $12.6M ▲ +11.7%
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 EIN742291163
Plan Effective Date2008-07-01
Filing StatusFILING 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 Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Capitol Bearing & Hydraulics Employee Stock Ownership Plan, Total assets ($B): 0.012964302 · Participants: 50Capitol Bearing & Hydraulics Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Capitol Bearing & Hydraulics Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Capitol Bearing & Hydraulics Employee Stock Ownership Plan side-by-side with 3 peers →

Capitol Bearing & Hydraulics Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is G2 Software Systems, Inc. Employee Stock Ownership Plan in CA ($13M); by covered participants it is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Capitol Bearing & Hydraulics Employee Stock Ownership Plan assets move in 2023? ▼
Capitol Bearing & Hydraulics Employee Stock Ownership Plan grew sharply - up 15.1% during 2023, from $11M to $13M. Reported net income was $1M.
How have Capitol Bearing Service of Austin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capitol Bearing Service of Austin, Inc.'s sponsor-wide assets grew 11.8%, from $11M to $13M.
Which ESOP plans are similar in size to Capitol Bearing & Hydraulics Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is G2 Software Systems, Inc. Employee Stock Ownership Plan in CA ($13M, 117 participants).
Which ESOP plans cover a similar participant headcount to Capitol Bearing & Hydraulics Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants, $5M 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 742291163.

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.