401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$129M
Total assets
2,413
Participants
93rd
Percentile by assets
$53,570
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$129M
total plan assets (2023 EOY)
2,413
covered participants
93rd
percentile by assets (of 127,072 plans)
$53,570
avg assets per participant

Where Captive-Aire Systems, Inc. 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
North Carolina
Industry
Manufacturing

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Captive-Aire Systems, Inc. 401(k) Plan reports 2,413 participants - 2.9x that state average ($129M EOY assets).

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.)

$80M$100M$120M$140M$160M$180M 202220232024 $99.1M $161M ▲ +62.8%
Total plan assets by year, all Captive-Aire Systems, Inc. plans on file
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 ($B) Participants Captive-Aire Systems…, Total assets ($B): 0.129264204 · Participants: 2413Captive-Aire Systems…The Bank of America …, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Cor…Nucor Corporation Pr…, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Pr…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Captive-Aire Systems, Inc. 401(k) Plan by total assets, not by location.

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).

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

Filing takeaways

Ways to act on Captive-Aire Systems, Inc. 401(k) Plan's numbers.

  • By total assets, Captive-Aire Systems, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
  • Captive-Aire Systems, Inc.'s sponsor-wide assets have grown 62.8% since 2022 across 3 plan years on file. More Manufacturing plans

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.