401(k) · DOL Form 5500 · 2023
Capin Crouse LLP 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 188
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $112,718
- Avg per participant Below avg balance/head
Official DOL plan name: Capin Crouse LLP Savings and Investment Plan · Sponsored by Capin Crouse LLP · Indiana · Professional & Technical Services
$21M in assets, 188 participants
Capin Crouse LLP's Capin Crouse LLP Savings and Investment Plan reported $21M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #14,968 in Professional & Technical Services (20,321 peers)
Coverage in Indiana
Capin Crouse LLP Savings and Investment Plan covers 188 participants in Indiana, about 35% of the average Indiana filer (state average ~541 per filing). Assets: $21M.
- #14,968
- in Professional & Technical Services (20,321 peers)
- +27.8%
- assets growth YoY
Capin Crouse LLP Savings and Investment Plan's outsized position by total assets
Capin Crouse LLP Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,190,942 Top 26% higher than 74% 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
Capin Crouse LLP Savings and 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. Capin Crouse LLP Savings and Investment Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capin Crouse LLP Savings and Investment Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Capin Crouse LLP Savings and Investment Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Capin Crouse LLP Savings and Investment Plan reported participants rose from 163 in the plan year 2022 filing to 188 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 363990892 · Capin Crouse LLP PY 2023 · 401(k)
Capin Crouse LLP Savings and Investment Plan · $21M · 188 · 74th
- ASSETS $21M
- ASSETS 188
- ASSETS 74th
- ASSETS 401(k)
- ASSETS near Mapco 401(k) Plan
- ASSETS ind #14968
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 Professional & Technical Services retirement plans → · Plans in Indiana →
Capin Crouse LLP Savings and Investment Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $5M |
| Employer EIN | 363990892 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capin Crouse LLP)
Sponsor-wide plan assets over time
All Capin Crouse LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 57.8710976442961% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $17M |
| 2023 | 1 | 188 | $21M |
| 2024 | 1 | 210 | $26M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Capin Crouse LLP Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Mapco 401(k) Plan in TN ($21M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Mapco 401(k) Plan (TN) $21M · 2,399
- Plasma Technology, Inc. 401(k) Profit Sharing Plan (CA) $21M · 142
- Kenneth S. Nugent 401(k) Plan (GA) $21M · 188
- Alliance Health, Inc. Retirement Plan (MA) $21M · 787
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Advantmed 401(k) and Profit Sharing Plan (CA) 188 · 0 off
- Sesloc Federal Credit Union 401(k) Profit Sharing Plan (CA) 188 · 0 off
- Deci 401(k) Plan (NC) 188 · 0 off
- Tcg 401(k) Plan (DC) 188 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.