Profit Sharing · DOL Form 5500 · 2023

Capio Partners, LLC Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 288
Participants Below avg headcount: 55th
Percentile by assets National rank: $29,101
Avg per participant Low balance/head

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Official DOL plan name: Capio Partners, LLC 401(k) Plan · Sponsored by Capio Partners, LLC · Texas · Administrative & Support Services

$8M in assets, 288 participants

Capio Partners, LLC's Capio Partners, LLC 401(k) Plan reported $8M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#3,259 in Administrative & Support Services (4,372 peers)

Coverage in Texas

Capio Partners, LLC 401(k) Plan covers 288 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#3,259
in Administrative & Support Services (4,372 peers): $3M
reported net income

Capio Partners, LLC 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Capio Partners, LLC 401(k) Plan vs every filed plan by assets

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

$8,381,000 Top 45% higher than 55% 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

Capio Partners, LLC 401(k) 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. Capio Partners, LLC 401(k) Plan sits mid-pack in the medium band (288 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 261896257 · Capio Partners, LLC PY 2023 · Profit Sharing

Capio Partners, LLC 401(k) Plan · $8M · 288 · 55th

RANK $8M
PHOTO 288
IND 55th
EOY Profit Sharing
5500 near Caribbean Restaurants Retirement Plan
ASSETS ind #3259

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 Administrative & Support Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Capio Partners, LLC 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$8M
Net Income	$3M
Employer EIN	261896257
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Capio Partners, LLC)

Latest sponsor-wide plan assets: $11M 34.043992363679756% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	288	$8M
2024	1	440	$11M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Capio Partners, LLC 401(k) Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
Baylor College of Medicine Retirement Plan $1.7B · 10,240
H-E-B Partner Stock Plan $1.3B · 96,911
The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455

Compare Capio Partners, LLC 401(k) Plan side-by-side with 3 peers →

Capio Partners, LLC 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Caribbean Restaurants Retirement Plan in PR ($8M); by covered participants it is Autogermana Bmw 1165(e) Savings Plan in PR (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Caribbean Restaurants Retirement Plan (PR) $8M · 2,704
S.J. Fuel Co., Inc. Retirement Trust (Psp) (NY) $8M · 9
Fpi Industries Inc Profit Sharing Plan (PA) $8M · 15
Plan 1081. 01(D) De Ashford Presbyterian Community Hospital (PR) $8M · 431

Similar participant headcount

Nearest other-state filings by covered participants (288 participants); asset peers above are excluded.

Autogermana Bmw 1165(e) Savings Plan (PR) 288 · 0 off
Sunnyside Properties, Inc. Retirement Plan (FL) 288 · 0 off
Miner Enterprises Profit Sharing Plan (IL) 288 · 0 off
La Paz Regional Hospital 403(b) Retirement Savings Plan (AZ) 288 · 0 off

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 Capio Partners, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Capio Partners, LLC's sponsor-wide assets grew 34.0%, from $8M to $11M.

Which Profit Sharing plans are similar in size to Capio Partners, LLC 401(k) Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Caribbean Restaurants Retirement Plan in PR ($8M, 2,704 participants).

Which Profit Sharing plans cover a similar participant headcount to Capio Partners, LLC 401(k) Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Autogermana Bmw 1165(e) Savings Plan in PR (288 participants, $6M 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 261896257.