401(k) · DOL Form 5500 · 2023

Capspecialty, Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
322
Participants Below avg headcount
88th
Percentile by assets National rank
$197,812
Avg per participant Above avg balance/head
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Official DOL plan name: Capspecialty, Inc. 401(k) Plan · Sponsored by Capspecialty, Inc. · Wisconsin · Finance & Insurance

$64M in assets, 322 participants

Capspecialty, Inc.'s Capspecialty, Inc. 401(k) Plan reported $64M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,209 in Finance & Insurance (8,869 peers)

Where Capspecialty, Inc. 401(k) Plan sits by assets

Capspecialty, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $64M for 322 participants (~$197,812/participant), up 10.9% in 2023.

#7,209
in Finance & Insurance (8,869 peers)
+10.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Capspecialty, Inc. 401(k) Plan's outsized position by total assets

Capspecialty, Inc. 401(k) Plan vs every filed plan by assets

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

$63,695,377 Top 12% higher than 88% 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

Capspecialty, Inc. 401(k) 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. Capspecialty, Inc. 401(k) Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capspecialty, Inc. 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Capspecialty, Inc. 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Capspecialty, Inc. 401(k) Plan reported participants rose from 318 in the plan year 2022 filing to 322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391052658 · Capspecialty, Inc. PY 2023 · 401(k)

Capspecialty, Inc. 401(k) Plan · $64M · 322 · 88th

  • BOOK $64M
  • VS-ST 322
  • BOY 88th
  • SCH 401(k)
  • EBSA near Advanced Radiology Consultants, LLC Profit Sharing Plan
  • PART ind #7209

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Capspecialty, Inc. 401(k) Plan in the asset neighbourhood

J.D. Heiskell Holdings, LLC 401(k) PlanJ.D. Heiskell Holdings, LLC …$64MMedela LLC 401(k) Savings PlanMedela LLC 401(k) Savings Pl…$64MCapspecialty, Inc. 401(k) PlanCapspecialty, Inc. 401(k) Pl…$64MAdvanced Radiology Consultants, LLC Profit Sharing PlanAdvanced Radiology Consultan…$64MLc Industries Surplus Sharing & 401(k) PlanLc Industries Surplus Sharin…$64M
End-of-year total assets ($M) among Capspecialty, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$64M
Net Income$6M
Employer EIN391052658
Plan Effective Date1986-08-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Capspecialty, Inc.)

Sponsor-wide plan assets over time

All Capspecialty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 27.444389816189297% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.4M $73.2M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 318 $57M
2023 1 322 $64M
2024 1 321 $73M

Nearby 401(k) Plans in Wisconsin

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

Capspecialty, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Capspecialty, Inc. 401(k) Plan, Total assets ($B): 0.063695377 · Participants: 322Capspecialty, Inc. 401(k) 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
Capspecialty, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Capspecialty, Inc. 401(k) Plan side-by-side with 3 peers →

Capspecialty, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Advanced Radiology Consultants, LLC Profit Sharing Plan in CT ($64M); by covered participants it is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Capspecialty, Inc. 401(k) Plan assets move in 2023? ▼
Capspecialty, Inc. 401(k) Plan grew at a solid clip - up 10.9% during 2023, from $57M to $64M. Reported net income was $6M.
How have Capspecialty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capspecialty, Inc.'s sponsor-wide assets grew 27.4%, from $57M to $73M.
Where does Capspecialty, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Capspecialty, Inc. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Capspecialty, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Radiology Consultants, LLC Profit Sharing Plan in CT ($64M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Capspecialty, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants, $123M 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 391052658.

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.