401(k) · DOL Form 5500 · 2023
Capstone Concepts, LLC 401(k) Plan
Data updated 2026-08-11
- $703K
- Total assets
- 149
- Participants
- 21st
- Percentile by assets
- $4,721
- Avg per participant
Official DOL plan name: Capstone Concepts 401(k) Plan · Sponsored by Capstone Concepts, LLC · Tennessee · Food Services & Accommodation
$703K in assets, 149 participants
Capstone Concepts, LLC's Capstone Concepts 401(k) Plan reported $703K in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- 21st percentile by assets (of 127,072 plans)
- #2,062 in Food Services & Accommodation (3,828 peers)
Coverage in Tennessee
Capstone Concepts 401(k) Plan covers 149 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $703K.
- $703K
- total plan assets (2023 EOY)
- 149
- covered participants
- 21st
- percentile by assets (of 127,072 plans)
- $4,721
- avg assets per participant
Where Capstone Concepts 401(k) Plan sits by total assets
Capstone Concepts 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$703,416 21st percentile higher than 21% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capstone Concepts 401(k) Plan reported net income rose from $4K in the plan year 2022 filing to $197K in the plan year 2023 filing.
- Capstone Concepts 401(k) Plan end-of-year assets rose from $507K in the plan year 2022 filing to $703K in the plan year 2023 filing.
- Capstone Concepts 401(k) Plan reported participants rose from 126 in the plan year 2022 filing to 149 in the plan year 2023 filing.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Capstone Concepts 401(k) Plan reports 149 participants - about 13% of that state average ($703K EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $507K |
|---|---|
| Net Assets (End of Year) | $703K |
| Net Income | $197K |
| Employer EIN | 454370368 |
| Plan Effective Date | 2015-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capstone Concepts, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $507K |
| 2023 | 1 | 149 | $703K |
| 2024 | 1 | 155 | $881K |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Capstone Concepts 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Capstone Concepts 401(k) Plan by total assets, not by location.
- White Wolf Cafe Retirement Plan (FL) $703K · 22
- Horne Farm, Inc. 401(k) Plan (NJ) $703K · 8
- Venable LLP 401(k) Plan B (MD) $704K · 1,076
- Eem Enterprises, Inc. 401(k) Plan (TX) $703K · 2
Frequently Asked Questions
How did Capstone Concepts 401(k) Plan assets move in 2023? ▼
How have Capstone Concepts, LLC plan assets changed over time? ▼
Where does Capstone Concepts 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Capstone Concepts 401(k) Plan? ▼
Next read for Capstone Concepts 401(k) Plan
Filing takeaways
Ways to act on Capstone Concepts 401(k) Plan's numbers.
- By total assets, Capstone Concepts 401(k) Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- Capstone Concepts, LLC's sponsor-wide assets have grown 73.8% since 2022 across 3 plan years on file. More Food Services & Accommodation plans