401(k) · DOL Form 5500 · 2023
Caps and Corks Inc. 401(k) Plan
Data updated 2026-08-25
- $4K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $1,048
- Avg per participant Low balance/head
Official DOL plan name: Caps and Corks Inc. 401(k) Plan · Sponsored by Caps and Corks Inc. · Arizona · Food Services & Accommodation
$4K in assets, 4 participants
Caps and Corks Inc.'s Caps and Corks Inc. 401(k) Plan reported $4K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.
- #72 in Food Services & Accommodation (3,828 peers)
Caps and Corks Inc. multi-year trail
Caps and Corks Inc.'s plans moved +73.5% in assets from 2022 to 2024; this filing shows Caps and Corks Inc. 401(k) Plan at $4K / 4 participants.
- #72
- in Food Services & Accommodation (3,828 peers)
- -88.7%
- assets change YoY
The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Caps and Corks Inc. 401(k) Plan among the smaller filed plans by assets
Caps and Corks Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,190 1st percentile higher than 1% 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
Caps and Corks Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caps and Corks Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Caps and Corks Inc. 401(k) Plan reported net income fell from $37K in the plan year 2022 filing to -$33K in the plan year 2023 filing.
- Caps and Corks Inc. 401(k) Plan end-of-year assets fell from $37K in the plan year 2022 filing to $4K in the plan year 2023 filing.
- Caps and Corks Inc. 401(k) Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 823145753 · Caps and Corks Inc. PY 2023 · 401(k)
Caps and Corks Inc. 401(k) Plan · $4K · 4 · 1st
- VS-ST $4K
- BOY 4
- SCH 1st
- EBSA 401(k)
- PART near Jb Management Inc 401(k) Profit Sharing Plan & Trust
- TYPE ind #72
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 Arizona →
Caps and Corks Inc. 401(k) Plan in the asset neighbourhood
Caps and Corks Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Caps and Corks Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64K 73.53852788184244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $37K |
| 2023 | 1 | 4 | $4K |
| 2024 | 1 | 6 | $64K |
Caps and Corks Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $37K |
|---|---|
| Net Assets (End of Year) | $4K |
| Net Income | -$33K |
| Employer EIN | 823145753 |
| Plan Effective Date | 2018-06-13 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Caps and Corks Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Jb Management Inc 401(k) Profit Sharing Plan & Trust in FL ($4K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.