401(k) · DOL Form 5500 · 2023

Capstone Logistics, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
13,429
Participants Very large workforce
83rd
Percentile by assets National rank
$3,087
Avg per participant Low balance/head
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Official DOL plan name: Capstone 401(k) Plan · Sponsored by Capstone Logistics, LLC · Georgia · Transportation & Warehousing

$41M in assets, 13,429 participants

Capstone Logistics, LLC's Capstone 401(k) Plan reported $41M in total assets and 13,429 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.

  • #2,757 in Transportation & Warehousing (3,362 peers)

Coverage in Georgia

Capstone 401(k) Plan covers 13,429 participants in Georgia, 12x the typical Georgia plan (state average ~1,096 per filing). Assets: $41M.

#2,757
in Transportation & Warehousing (3,362 peers)
+33.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Capstone 401(k) Plan's outsized position by total assets

Capstone 401(k) Plan vs every filed plan by assets

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

$41,460,379 Top 17% higher than 83% 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

Capstone 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capstone 401(k) Plan is a mega filing (13,429 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capstone 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Capstone 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Capstone 401(k) Plan reported participants rose from 12,882 in the plan year 2022 filing to 13,429 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 453087555 · Capstone Logistics, LLC PY 2023 · 401(k)

Capstone 401(k) Plan · $41M · 13,429 · 83rd

  • BOOK $41M
  • VS-ST 13,429
  • BOY 83rd
  • SCH 401(k)
  • EBSA near J.W. Speaker Corporation 401 (K) Plan
  • PART ind #2757

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

Capstone 401(k) Plan in the asset neighbourhood

Capstone 401(k) Plan$41MJ.W. Speaker Corporation 401 (K) PlanJ.W. Speaker Corporation 401…$41MDeferred Salary Profit Sharing Thrift Plan for Employees of Science andDeferred Salary Profit Shari…$41MBogart Associates of Northern Virginia, LLC 401(k) PlanBogart Associates of Norther…$41MWestcore Europe, LLC Retirement Savings PlanWestcore Europe, LLC Retirem…$41M
End-of-year total assets ($M) among Capstone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$41M
Net Income$10M
Employer EIN453087555
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone Logistics, LLC)

Sponsor-wide plan assets over time

All Capstone Logistics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 61.6321274168057% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.1M $50.3M ▲ +61.7%
Year Plans Participants Total Assets
2022 1 12,882 $31M
2023 1 13,429 $41M
2024 1 12,307 $50M

Nearby 401(k) Plans in Georgia

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

Capstone 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Capstone 401(k) Plan, Total assets ($B): 0.041460379 · Participants: 13429Capstone 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Capstone 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Capstone 401(k) Plan side-by-side with 3 peers →

Capstone 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is J.W. Speaker Corporation 401 (K) Plan in WI ($41M); by covered participants it is Gordon Food Service, Inc. Profit Sharing Plan in MI (13,416 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13,429 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 Capstone 401(k) Plan assets move in 2023? ▼
Capstone 401(k) Plan surged - up 33.3% during 2023, from $31M to $41M. Reported net income was $10M.
How have Capstone Logistics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone Logistics, LLC's sponsor-wide assets grew 61.6%, from $31M to $50M.
Where does Capstone 401(k) Plan rank by assets among Form 5500 filers? ▼
Capstone 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Capstone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.W. Speaker Corporation 401 (K) Plan in WI ($41M, 556 participants).
Which 401(k) plans cover a similar participant headcount to Capstone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gordon Food Service, Inc. Profit Sharing Plan in MI (13,416 participants, $2.5B 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 453087555.

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.