401(k) · DOL Form 5500 · 2023
Crabel Capital Management, LLC 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 99
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $398,616
- Avg per participant High balance/head
Official DOL plan name: Crabel Capital Management, LLC Retirement Savings Plan · Sponsored by Crabel Capital Management, LLC · Wisconsin · Finance & Insurance
$39M in assets, 99 participants
Crabel Capital Management, LLC's Crabel Capital Management, LLC Retirement Savings Plan reported $39M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,543 in Finance & Insurance (8,869 peers)
Where Crabel Capital Management, LLC Retirement Savings Plan sits by assets
Crabel Capital Management, LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $39M for 99 participants (~$398,616/participant), up 29.3% in 2023.
- #6,543
- in Finance & Insurance (8,869 peers)
- +29.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Crabel Capital Management, LLC Retirement Savings Plan's outsized position by total assets
Crabel Capital Management, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,462,992 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Crabel Capital Management, LLC Retirement Savings 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. Crabel Capital Management, LLC Retirement Savings Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Crabel Capital Management, LLC Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Crabel Capital Management, LLC Retirement Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Crabel Capital Management, LLC Retirement Savings Plan reported participants rose from 89 in the plan year 2022 filing to 99 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391903915 · Crabel Capital Management, LLC PY 2023 · 401(k)
Crabel Capital Management, LLC Retirement Savings Plan · $39M · 99 · 83rd
- SCH $39M
- SCH 99
- SCH 83rd
- SCH 401(k)
- SCH near Coast Central Credit Union Employee Retirement Plan
- SCH ind #6543
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 →
Crabel Capital Management, LLC Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $9M |
| Employer EIN | 391903915 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Crabel Capital Management, LLC)
Sponsor-wide plan assets over time
All Crabel Capital Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 52.496936054144996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $31M |
| 2023 | 1 | 99 | $39M |
| 2024 | 1 | 105 | $47M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Crabel Capital Management, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Coast Central Credit Union Employee Retirement Plan in CA ($39M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Coast Central Credit Union Employee Retirement Plan (CA) $39M · 212
- Kfg Financial Freedom Fund (PA) $39M · 1,104
- Wise Foods 401(k) Plan (GA) $39M · 852
- Doskocil Manufacturing Company, Inc. 401(k) Profit Sharing Plan (TX) $39M · 620
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Arj Infusion Services, Inc. Employees Savings Trust (KS) 99 · 0 off
- Burns Pest Elimination, Inc. 401(k) Plan (AZ) 99 · 0 off
- Develey USA 401(k) Plan (TN) 99 · 0 off
- U.S. Paint Employees Retirement Plan (MO) 99 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.