401(k) · DOL Form 5500 · 2023

Capstan, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
223
Participants Below avg headcount
64th
Percentile by assets National rank
$59,050
Avg per participant Low balance/head
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Official DOL plan name: Capstan Incorporated Tax Favored Savings & Investment Plan · Sponsored by Capstan, Inc. · California · Manufacturing

$13M in assets, 223 participants

Capstan, Inc.'s Capstan Incorporated Tax Favored Savings & Investment Plan reported $13M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,766 in Manufacturing (18,722 peers)

Coverage in California

Capstan Incorporated Tax Favored Savings & Investment Plan covers 223 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $13M.

#9,766
in Manufacturing (18,722 peers)
+5.6%
assets growth YoY

Capstan Incorporated Tax Favored Savings & Investment Plan's mid-pack asset rank among Manufacturing and all filers

Capstan Incorporated Tax Favored Savings & Investment Plan vs every filed plan by assets

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

$13,168,234 Top 36% higher than 64% 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

Capstan Incorporated Tax Favored Savings & Investment 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. Capstan Incorporated Tax Favored Savings & Investment Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capstan Incorporated Tax Favored Savings & Investment Plan reported net income rose from -$7M in the plan year 2022 filing to $700K in the plan year 2023 filing.
  • Capstan Incorporated Tax Favored Savings & Investment Plan reported participants fell from 242 in the plan year 2022 filing to 223 in the plan year 2023 filing.
  • Capstan Incorporated Tax Favored Savings & Investment Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330703225 · Capstan, Inc. PY 2023 · 401(k)

Capstan Incorporated Tax Favored Savings & Investment Plan · $13M · 223 · 64th

  • IND $13M
  • EOY 223
  • 5500 64th
  • ASSETS 401(k)
  • PCT near College Entrance Examination Board Retirement Plan for Puerto Rico Employees
  • EIN ind #9766

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 Manufacturing retirement plans → · Plans in California →

Capstan Incorporated Tax Favored Savings & Investment Plan in the asset neighbourhood

Capstan Incorporated Tax Favored Savings & Investment PlanCapstan Incorporated Tax Fav…$13MCollege Entrance Examination Board Retirement Plan for Puerto Rico EmployeesCollege Entrance Examination…$13MMedford Wellington, Inc. 401(k) and Profit Sharing PlanMedford Wellington, Inc. 401…$13MJames H Van Epps 401(k)Profit Sharing PlanJames H Van Epps 401(k)Profi…$13MTexas Institute for Surgery, LLP 401(k) PlanTexas Institute for Surgery,…$13M
End-of-year total assets ($M) among Capstan Incorporated Tax Favored Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$700K
Employer EIN330703225
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstan, Inc.)

Sponsor-wide plan assets over time

All Capstan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 12.430942993079862% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M$14.5M 202220232024 $12.5M $14M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 242 $12M
2023 1 223 $13M
2024 1 270 $14M

Nearby 401(k) Plans in California

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

Capstan Incorporated Tax Favored Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Capstan Incorporated Tax Favored Savings & Investment Plan, Total assets ($B): 0.013168234 · Participants: 223Capstan Incorporated Tax Favored Savings & Investment PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Capstan Incorporated Tax Favored Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Capstan Incorporated Tax Favored Savings & Investment Plan side-by-side with 3 peers →

Capstan Incorporated Tax Favored Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is College Entrance Examination Board Retirement Plan for Puerto Rico Employees in NY ($13M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Capstan Incorporated Tax Favored Savings & Investment Plan assets move in 2023? ▼
Capstan Incorporated Tax Favored Savings & Investment Plan grew at a solid clip - up 5.6% during 2023, from $12M to $13M. Reported net income was $700K.
How have Capstan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstan, Inc.'s sponsor-wide assets grew 12.4%, from $12M to $14M.
Which 401(k) plans are similar in size to Capstan Incorporated Tax Favored Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is College Entrance Examination Board Retirement Plan for Puerto Rico Employees in NY ($13M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Capstan Incorporated Tax Favored Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 330703225.

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.