401(k) · DOL Form 5500 · 2023

Captive-Aire Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
2,413
Participants Above avg headcount
93rd
Percentile by assets National rank
$53,570
Avg per participant Low balance/head
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Official DOL plan name: Captive-Aire Systems, Inc. 401(k) Plan · Sponsored by Captive-Aire Systems, Inc. · North Carolina · Manufacturing

$129M in assets, 2,413 participants

Captive-Aire Systems, Inc.'s Captive-Aire Systems, Inc. 401(k) Plan reported $129M in total assets and 2,413 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,662 in Manufacturing (18,722 peers)

Coverage in North Carolina

Captive-Aire Systems, Inc. 401(k) Plan covers 2,413 participants in North Carolina, 2.9x the typical North Carolina plan (state average ~819 per filing). Assets: $129M.

#16,662
in Manufacturing (18,722 peers)
+30.4%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Captive-Aire Systems, Inc. 401(k) Plan's outsized position by total assets

Captive-Aire Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$129,264,204 Top 7% higher than 93% 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

Captive-Aire Systems, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Captive-Aire Systems, Inc. 401(k) Plan lands in the large band (2,413 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Captive-Aire Systems, Inc. 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Captive-Aire Systems, Inc. 401(k) Plan end-of-year assets rose from $99M in the plan year 2022 filing to $129M in the plan year 2023 filing.
  • Captive-Aire Systems, Inc. 401(k) Plan reported participants rose from 2,036 in the plan year 2022 filing to 2,413 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 561300971 · Captive-Aire Systems, Inc. PY 2023 · 401(k)

Captive-Aire Systems, Inc. 401(k) Plan · $129M · 2,413 · 93rd

  • IND $129M
  • EOY 2,413
  • 5500 93rd
  • ASSETS 401(k)
  • PCT near Summit Companies 401(k) Profit Sharing Plan
  • EIN ind #16662

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 Manufacturing retirement plans → · Plans in North Carolina →

Captive-Aire Systems, Inc. 401(k) Plan in the asset neighbourhood

Petvet Care Centers Management, LLC Retirement Savings PlanPetvet Care Centers Manageme…$129MChan Zuckerberg Initiative, LLC Retirement PlanChan Zuckerberg Initiative, …$129MAmplify Education, Inc. 401(k) PlanAmplify Education, Inc. 401(…$129MSummit Companies 401(k) Profit Sharing PlanSummit Companies 401(k) Prof…$129MCaptive-Aire Systems, Inc. 401(k) PlanCaptive-Aire Systems, Inc. 4…$129M
End-of-year total assets ($M) among Captive-Aire Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$129M
Net Income$30M
Employer EIN561300971
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Captive-Aire Systems, Inc.)

Sponsor-wide plan assets over time

All Captive-Aire Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$161M 62.766515187809155% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $99.1M $161M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 2,036 $99M
2023 1 2,413 $129M
2024 1 2,589 $161M

Nearby 401(k) Plans in North Carolina

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

Captive-Aire Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Captive-Aire Systems, Inc. 401(k) Plan, Total assets ($B): 0.129264204 · Participants: 2413Captive-Aire Systems, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Captive-Aire Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Captive-Aire Systems, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Summit Companies 401(k) Profit Sharing Plan in MN ($129M); by covered participants it is Bunge Retirement Savings Plan in MO (2,413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,413 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 Captive-Aire Systems, Inc. 401(k) Plan assets move in 2023? ▼
Captive-Aire Systems, Inc. 401(k) Plan surged - up 30.4% during 2023, from $99M to $129M. Reported net income was $30M.
How have Captive-Aire Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Captive-Aire Systems, Inc.'s sponsor-wide assets grew 62.8%, from $99M to $161M.
Where does Captive-Aire Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Captive-Aire Systems, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Captive-Aire Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Companies 401(k) Profit Sharing Plan in MN ($129M, 3,993 participants).
Which 401(k) plans cover a similar participant headcount to Captive-Aire Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bunge Retirement Savings Plan in MO (2,413 participants, $457M 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 561300971.

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.