401(k) · DOL Form 5500 · 2023

Capstone Concepts, LLC 401(k) Plan

Data updated 2026-08-25

$703K
Total assets Small plan by assets
149
Participants Small participant base
21st
Percentile by assets National rank
$4,721
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,062
in Food Services & Accommodation (3,828 peers)
+38.8%
assets growth YoY

Capstone Concepts 401(k) Plan among the smaller filed plans by 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

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 Concepts 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. Capstone Concepts 401(k) Plan sits mid-pack in the medium band (149 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 454370368 · Capstone Concepts, LLC PY 2023 · 401(k)

Capstone Concepts 401(k) Plan · $703K · 149 · 21st

  • PCT $703K
  • PCT 149
  • PCT 21st
  • PCT 401(k)
  • PCT near White Wolf Cafe Retirement Plan
  • PCT ind #2062

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 Food Services & Accommodation retirement plans → · Plans in Tennessee →

Capstone Concepts 401(k) Plan in the asset neighbourhood

Capstone Concepts 401(k) Plan$703KWhite Wolf Cafe Retirement PlanWhite Wolf Cafe Retirement P…$703KHorne Farm, Inc. 401(k) Plan$703KVenable LLP 401(k) Plan B$704KEem Enterprises, Inc. 401(k) PlanEem Enterprises, Inc. 401(k)…$703K
End-of-year total assets ($M) among Capstone Concepts 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$507K
Net Assets (End of Year)$703K
Net Income$197K
Employer EIN454370368
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone Concepts, LLC)

Sponsor-wide plan assets over time

All Capstone Concepts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$881K 73.80736315895379% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.51M $0.88M ▲ +72.5%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Capstone Concepts 401(k) Plan, Total assets ($B): 0.000703416 · Participants: 149Capstone Concepts 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Capstone Concepts 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Capstone Concepts 401(k) Plan side-by-side with 3 peers →

Capstone Concepts 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is White Wolf Cafe Retirement Plan in FL ($703K); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($703K here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Concepts 401(k) Plan assets move in 2023? ▼
Capstone Concepts 401(k) Plan surged - up 38.8% during 2023, from $507K to $703K. Reported net income was $197K.
How have Capstone Concepts, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone Concepts, LLC's sponsor-wide assets grew 73.8%, from $507K to $881K.
Where does Capstone Concepts 401(k) Plan rank by assets among Form 5500 filers? ▼
Capstone Concepts 401(k) Plan ranks in the 21st 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 Concepts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is White Wolf Cafe Retirement Plan in FL ($703K, 22 participants).
Which 401(k) plans cover a similar participant headcount to Capstone Concepts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 454370368.

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.