401(k) · DOL Form 5500 · 2023

Capital Integration Systems LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
N/A
Participants Small participant base
67th
Percentile by assets National rank
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Official DOL plan name: Cais Retirement Savings Plan · Sponsored by Capital Integration Systems LLC · New York · Professional & Technical Services

$15M in assets, N/A participants

Capital Integration Systems LLC's Cais Retirement Savings Plan reported $15M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,406 in Professional & Technical Services (20,321 peers)

Capital Integration Systems LLC multi-year trail

Capital Integration Systems LLC's plans moved +57.1% in assets from 2023 to 2024; this filing shows Cais Retirement Savings Plan at $15M / N/A participants.

#13,406
in Professional & Technical Services (20,321 peers)
$6M
reported net income

Cais Retirement Savings Plan's outsized position by total assets

Cais Retirement Savings Plan vs every filed plan by assets

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

$14,621,870 Top 33% higher than 67% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 271330236 · Capital Integration Systems LLC PY 2023 · 401(k)

Cais Retirement Savings Plan · $15M · N/A · 67th

  • 5500 $15M
  • 5500 N/A
  • 5500 67th
  • 5500 401(k)
  • 5500 near First Financial Northwest Savings Plan
  • 5500 ind #13406

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 Professional & Technical Services retirement plans → · Plans in New York →

Cais Retirement Savings Plan in the asset neighbourhood

Cais Retirement Savings Plan$15MFirst Financial Northwest Savings PlanFirst Financial Northwest Sa…$15MUnion League Club Employees' Savings PlanUnion League Club Employees'…$15MThe Hampshire Companies, LLC 401(k) PlanThe Hampshire Companies, LLC…$15MAbc Imaging of Washington, Inc. 401(k) PlanAbc Imaging of Washington, I…$15M
End-of-year total assets ($M) among Cais Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capital Integration Systems LLC multi-year asset trail

Sponsor-wide plan assets over time

All Capital Integration Systems LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 57.13376606412176% vs 2023
2024 filing year
$10M$15M$20M$25M 20232024 $14.6M $23M ▲ +57.2%
Year Plans Participants Total Assets
2023 1 N/A $15M
2024 1 231 $23M

Capital Integration Systems LLC filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$15M
Net Income$6M
Employer EIN271330236
Plan Effective Date2023-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Cais Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cais Retirement Savings Plan, Total assets ($B): 0.01462187 · Participants: 0Cais Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Cais Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

Cais Retirement Savings Plan's closest out-of-state 401(k) peers by assets

Outside New York, the nearest 401(k) by end-of-year assets is First Financial Northwest Savings Plan in WA at $15M (this filing: $15M).

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 have Capital Integration Systems LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Capital Integration Systems LLC's sponsor-wide assets grew 57.1%, from $15M to $23M.
Which 401(k) plans are similar in size to Cais Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is First Financial Northwest Savings Plan in WA ($15M, 147 participants).