401(k) · DOL Form 5500 · 2023

Capstone Mechanical, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
213
Participants Below avg headcount
42nd
Percentile by assets National rank
$20,408
Avg per participant Low balance/head
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Official DOL plan name: Capstone Mechanical, LLC 401(k) Plan · Sponsored by Capstone Mechanical, LLC · Texas · Construction

$4M in assets, 213 participants

Capstone Mechanical, LLC's Capstone Mechanical, LLC 401(k) Plan reported $4M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #3,569 in Construction (9,030 peers)

Coverage in Texas

Capstone Mechanical, LLC 401(k) Plan covers 213 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#3,569
in Construction (9,030 peers)
+27.1%
assets growth YoY

Capstone Mechanical, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Capstone Mechanical, LLC 401(k) Plan vs every filed plan by assets

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

$4,346,920 42nd percentile higher than 42% 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 Mechanical, LLC 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 Mechanical, LLC 401(k) Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capstone Mechanical, LLC 401(k) Plan reported net income rose from -$565K in the plan year 2022 filing to $926K in the plan year 2023 filing.
  • Capstone Mechanical, LLC 401(k) Plan reported participants rose from 161 in the plan year 2022 filing to 213 in the plan year 2023 filing.
  • Capstone Mechanical, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 202784200 · Capstone Mechanical, LLC PY 2023 · 401(k)

Capstone Mechanical, LLC 401(k) Plan · $4M · 213 · 42nd

  • TYPE $4M
  • TYPE 213
  • TYPE 42nd
  • TYPE 401(k)
  • TYPE near M.H. Masonry & Associates, Inc. 401(k) Profit Sharing Plan and Trust
  • TYPE ind #3569

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 Construction retirement plans → · Plans in Texas →

Capstone Mechanical, LLC 401(k) Plan in the asset neighbourhood

Capstone Mechanical, LLC 401(k) PlanCapstone Mechanical, LLC 401…$4MM.H. Masonry & Associates, Inc. 401(k) Profit Sharing Plan and TrustM.H. Masonry & Associates, I…$4MHarris Law Firm, LLP 401(k) Profit Sharing PlanHarris Law Firm, LLP 401(k) …$4MRiggs Community Health Center Retirement PlanRiggs Community Health Cente…$4MKiski Precision Industries 401(k) PlanKiski Precision Industries 4…$4M
End-of-year total assets ($M) among Capstone Mechanical, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$926K
Employer EIN202784200
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone Mechanical, LLC)

Sponsor-wide plan assets over time

All Capstone Mechanical, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.507484076712444% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.42M $4.63M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 161 $3M
2023 1 213 $4M
2024 1 236 $5M

Nearby 401(k) Plans in Texas

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

Capstone Mechanical, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Capstone Mechanical, LLC 401(k) Plan, Total assets ($B): 0.00434692 · Participants: 213Capstone Mechanical, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Capstone Mechanical, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Capstone Mechanical, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is M.H. Masonry & Associates, Inc. 401(k) Profit Sharing Plan and Trust in VA ($4M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Mechanical, LLC 401(k) Plan assets move in 2023? ▼
Capstone Mechanical, LLC 401(k) Plan grew sharply - up 27.1% during 2023, from $3M to $4M. Reported net income was $926K.
How have Capstone Mechanical, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone Mechanical, LLC's sponsor-wide assets grew 35.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Capstone Mechanical, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is M.H. Masonry & Associates, Inc. 401(k) Profit Sharing Plan and Trust in VA ($4M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Capstone Mechanical, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 202784200.

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.