401(k) · DOL Form 5500 · 2023

Capital Management Services, LP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
460
Participants Below avg headcount
65th
Percentile by assets National rank
$30,060
Avg per participant Low balance/head
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Official DOL plan name: Capital Management Services, LP 401(k) Retirement Plan · Sponsored by Capital Management Services, LP · New York · Finance & Insurance

$14M in assets, 460 participants

Capital Management Services, LP's Capital Management Services, LP 401(k) Retirement Plan reported $14M in total assets and 460 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,490 in Finance & Insurance (8,869 peers)

Capital Management Services, LP multi-year trail

Capital Management Services, LP's plans moved +30.5% in assets from 2022 to 2024; this filing shows Capital Management Services, LP 401(k) Retirement Plan at $14M / 460 participants.

#4,490
in Finance & Insurance (8,869 peers)
+14.7%
assets growth YoY

Capital Management Services, LP 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Capital Management Services, LP 401(k) Retirement Plan vs every filed plan by assets

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

$13,827,690 Top 35% higher than 65% 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

Capital Management Services, LP 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Management Services, LP 401(k) Retirement Plan sits mid-pack in the medium band (460 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Management Services, LP 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Capital Management Services, LP 401(k) Retirement Plan reported participants fell from 552 in the plan year 2022 filing to 460 in the plan year 2023 filing.
  • Capital Management Services, LP 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 331095529 · Capital Management Services, LP PY 2023 · 401(k)

Capital Management Services, LP 401(k) Retirement Plan · $14M · 460 · 65th

  • IND $14M
  • EOY 460
  • 5500 65th
  • ASSETS 401(k)
  • PCT near Walter 401(k) Retirement Savings Plan
  • EIN ind #4490

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 New York →

Capital Management Services, LP 401(k) Retirement Plan in the asset neighbourhood

Capital Management Services, LP 401(k) Retirement PlanCapital Management Services,…$14MWalter 401(k) Retirement Savings PlanWalter 401(k) Retirement Sav…$14MCook Brown, LLP 401(k) Profit Sharing PlanCook Brown, LLP 401(k) Profi…$14MCrane Credit Union Employees' Thrift PlanCrane Credit Union Employees…$14MWagner-Meinert, LLC 401(k) PlanWagner-Meinert, LLC 401(k) P…$14M
End-of-year total assets ($M) among Capital Management Services, LP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capital Management Services, LP multi-year asset trail

Sponsor-wide plan assets over time

All Capital Management Services, LP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 30.542956829280172% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.1M $15.7M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 552 $12M
2023 1 460 $14M
2024 1 366 $16M

Capital Management Services, LP filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN331095529
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Capital Management Services, LP 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Capital Management Services, LP 401(k) Retirement Plan, Total assets ($B): 0.01382769 · Participants: 460Capital Management Services, LP 401(k) Retirement 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
Capital Management Services, LP 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Capital Management Services, LP 401(k) Retirement Plan side-by-side with 3 peers →

Capital Management Services, LP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Walter 401(k) Retirement Savings Plan in CT ($14M); by covered participants it is Associated Brigham Contractors Inc. 401(k) Plan in UT (460 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (460 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 Capital Management Services, LP 401(k) Retirement Plan assets move in 2023? ▼
Capital Management Services, LP 401(k) Retirement Plan grew at a solid clip - up 14.7% during 2023, from $12M to $14M. Reported net income was $2M.
How have Capital Management Services, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Management Services, LP's sponsor-wide assets grew 30.5%, from $12M to $16M.
Which 401(k) plans are similar in size to Capital Management Services, LP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walter 401(k) Retirement Savings Plan in CT ($14M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Capital Management Services, LP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Brigham Contractors Inc. 401(k) Plan in UT (460 participants, $15M 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 331095529.

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.