ESOP · DOL Form 5500 · 2023
Capacity Interactive Consulting LLC ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $33,697
- Avg per participant Low balance/head
Official DOL plan name: Capacity Interactive Employee Stock Ownership Plan · Sponsored by Capacity Interactive Consulting LLC · New York · Professional & Technical Services
$2M in assets, 64 participants
Capacity Interactive Consulting LLC's Capacity Interactive Employee Stock Ownership Plan reported $2M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,574 in Professional & Technical Services (20,321 peers)
Capacity Interactive Consulting LLC multi-year trail
Capacity Interactive Consulting LLC's plans moved +131.4% in assets from 2022 to 2024; this filing shows Capacity Interactive Employee Stock Ownership Plan at $2M / 64 participants.
- #5,574
- in Professional & Technical Services (20,321 peers)
- +95.4%
- assets growth YoY
Capacity Interactive Employee Stock Ownership Plan among the smaller filed plans by assets
Capacity Interactive Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,156,600 31st percentile higher than 31% 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
Capacity Interactive Employee Stock Ownership 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. Capacity Interactive Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capacity Interactive Employee Stock Ownership Plan reported net income rose from -$18M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Capacity Interactive Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Capacity Interactive Employee Stock Ownership Plan reported participants fell from 67 in the plan year 2022 filing to 64 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 464711334 · Capacity Interactive Consulting LLC PY 2023 · ESOP
Capacity Interactive Employee Stock Ownership Plan · $2M · 64 · 31st
- EIN $2M
- RANK 64
- PHOTO 31st
- IND ESOP
- EOY near Civilworks Holdings, Inc. Employee Stock Ownership 401(k) Plan
- 5500 ind #5574
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 What is an ESOP? → · Plans in New York →
Capacity Interactive Employee Stock Ownership Plan in the asset neighbourhood
Capacity Interactive Consulting LLC multi-year asset trail
Sponsor-wide plan assets over time
All Capacity Interactive Consulting LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 131.36504380873674% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $1M |
| 2023 | 1 | 64 | $2M |
| 2024 | 1 | 65 | $3M |
Capacity Interactive Consulting LLC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | -$16M |
| Net Income | $2M |
| Employer EIN | 464711334 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Capacity Interactive Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Civilworks Holdings, Inc. Employee Stock Ownership 401(k) Plan in NH ($2M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (64 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.