401(k) · DOL Form 5500 · 2023

Capital Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
94
Participants Small participant base
69th
Percentile by assets National rank
$172,332
Avg per participant Above avg balance/head
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Official DOL plan name: Capital Bancorp, Inc. 401(k) Profit Sharing Plan · Sponsored by Capital Bancorp, Inc. · Texas · Finance & Insurance

$16M in assets, 94 participants

Capital Bancorp, Inc.'s Capital Bancorp, Inc. 401(k) Profit Sharing Plan reported $16M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,813 in Finance & Insurance (8,869 peers)

Capital Bancorp, Inc. multi-year trail

Capital Bancorp, Inc.'s plans moved +30.7% in assets from 2022 to 2024; this filing shows Capital Bancorp, Inc. 401(k) Profit Sharing Plan at $16M / 94 participants.

#4,813
in Finance & Insurance (8,869 peers)
+14.4%
assets growth YoY

Capital Bancorp, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Capital Bancorp, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,199,191 Top 31% higher than 69% 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 Bancorp, Inc. 401(k) Profit Sharing 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. Capital Bancorp, Inc. 401(k) Profit Sharing Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Bancorp, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Capital Bancorp, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Capital Bancorp, Inc. 401(k) Profit Sharing Plan reported participants fell from 103 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741501536 · Capital Bancorp, Inc. PY 2023 · 401(k)

Capital Bancorp, Inc. 401(k) Profit Sharing Plan · $16M · 94 · 69th

  • 5500 $16M
  • 5500 94
  • 5500 69th
  • 5500 401(k)
  • 5500 near Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #4813

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 Texas →

Capital Bancorp, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Capital Bancorp, Inc. 401(k) Profit Sharing PlanCapital Bancorp, Inc. 401(k)…$16MZ & Z Holding Company, Inc. 401(k) Profit Sharing PlanZ & Z Holding Company, Inc. …$16MHefty Seed Company 401(k) Plan and TrustHefty Seed Company 401(k) Pl…$16MDefined Contribution Plan for Mid-South Transportation Management, Inc.Defined Contribution Plan fo…$16MDavidon Homes Salary Deferral PlanDavidon Homes Salary Deferra…$16M
End-of-year total assets ($M) among Capital Bancorp, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capital Bancorp, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Capital Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 30.677827730908465% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.2M $18.5M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 103 $14M
2023 1 94 $16M
2024 1 98 $19M

Capital Bancorp, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN741501536
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Capital Bancorp, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Capital Bancorp, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.016199191 · Participants: 94Capital Bancorp, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Capital Bancorp, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Capital Bancorp, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Capital Bancorp, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR ($16M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Bancorp, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Capital Bancorp, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $14M to $16M. Reported net income was $2M.
How have Capital Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Bancorp, Inc.'s sponsor-wide assets grew 30.7%, from $14M to $19M.
Which 401(k) plans are similar in size to Capital Bancorp, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR ($16M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Capital Bancorp, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 741501536.

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.