401(k) · DOL Form 5500 · 2023

Capstone Counseling LLC 401(k) Plan

Data updated 2026-08-25

$102K
Total assets Small plan by assets
23
Participants Small participant base
7th
Percentile by assets National rank
$4,449
Avg per participant Low balance/head
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Official DOL plan name: Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Capstone Counseling LLC · Virginia · Healthcare & Social Assistance

$102K in assets, 23 participants

Capstone Counseling LLC's Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust reported $102K in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #790 in Healthcare & Social Assistance (17,684 peers)

Capstone Counseling LLC multi-year trail

Capstone Counseling LLC's plans moved +10.2% in assets from 2022 to 2024; this filing shows Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust at $102K / 23 participants.

#790
in Healthcare & Social Assistance (17,684 peers)
+26.0%
assets growth YoY

Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$102,325 7th percentile higher than 7% 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 Counseling LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$146K in the plan year 2022 filing to $21K in the plan year 2023 filing.
  • Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $81K in the plan year 2022 filing to $102K in the plan year 2023 filing.
  • Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 28 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 472752916 · Capstone Counseling LLC PY 2023 · 401(k)

Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust · $102K · 23 · 7th

  • VS-ST $102K
  • VS-ST 23
  • VS-ST 7th
  • VS-ST 401(k)
  • VS-ST near Plan B Hot Subs, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #790

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Capstone Counseling LLC 401(k) Profit Sharing Plan & TrustCapstone Counseling LLC 401(…$102KPlan B Hot Subs, Inc. 401(k) Profit Sharing PlanPlan B Hot Subs, Inc. 401(k)…$102KJti 401(k)$102KRanch Robotics Corporation 401(k) PlanRanch Robotics Corporation 4…$102KHardwick Homecare Solutions, Inc. 401(k) PlanHardwick Homecare Solutions,…$102K
End-of-year total assets ($M) among Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capstone Counseling LLC multi-year asset trail

Sponsor-wide plan assets over time

All Capstone Counseling LLC plans reported in each filing year

Latest sponsor-wide plan assets
$90K 10.196117054673937% vs 2022
2024 filing year
$0.07M$0.08M$0.09M$0.1M$0.11M 202220232024 $0.08M $0.09M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 28 $81K
2023 1 23 $102K
2024 1 21 $90K

Capstone Counseling LLC filing trail (2023)

Total Assets (Beginning of Year)$81K
Net Assets (End of Year)$102K
Net Income$21K
Employer EIN472752916
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000102325 · Participants: 23Capstone Counseling LLC 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Plan B Hot Subs, Inc. 401(k) Profit Sharing Plan in WA ($102K); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102K here).

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Counseling LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 26.0% during 2023, from $81K to $102K. Reported net income was $21K.
How have Capstone Counseling LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone Counseling LLC's sponsor-wide assets grew 10.2%, from $81K to $90K.
Where does Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Plan B Hot Subs, Inc. 401(k) Profit Sharing Plan in WA ($102K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Capstone Counseling LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 participants, N/A 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 472752916.

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.