401(k) · DOL Form 5500 · 2023
Capital Realty Group Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 402
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $8,444
- Avg per participant Low balance/head
Official DOL plan name: Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Capital Realty Group Inc · New York · Real Estate
$3M in assets, 402 participants
Capital Realty Group Inc's Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 402 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #2,716 in Real Estate (4,727 peers)
Capital Realty Group Inc multi-year trail
Capital Realty Group Inc's plans moved +73.8% in assets from 2022 to 2024; this filing shows Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust at $3M / 402 participants.
- #2,716
- in Real Estate (4,727 peers)
- +32.2%
- assets growth YoY
Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers
Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,394,343 38th percentile higher than 38% 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
Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust 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. Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (402 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$37K in the plan year 2022 filing to $826K in the plan year 2023 filing.
- Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 383 in the plan year 2022 filing to 402 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 201127702 · Capital Realty Group Inc PY 2023 · 401(k)
Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust · $3M · 402 · 38th
- PART $3M
- PART 402
- PART 38th
- PART 401(k)
- PART near Westside Children's Therapy 401(k) Plan
- PART ind #2716
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 Real Estate retirement plans → · Plans in New York →
Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Capital Realty Group Inc multi-year asset trail
Sponsor-wide plan assets over time
All Capital Realty Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 73.83543973084005% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 383 | $3M |
| 2023 | 1 | 402 | $3M |
| 2024 | 1 | 434 | $4M |
Capital Realty Group Inc filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $826K |
| Employer EIN | 201127702 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Capital Realty Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Westside Children's Therapy 401(k) Plan in IL ($3M); by covered participants it is X3 Staffing, Inc. 401(k) Plan in UT (402 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (402 participants); asset peers above are excluded.
- X3 Staffing, Inc. 401(k) Plan (UT) 402 · 0 off
- Link Engineering Company Tax Deferred Savings Plan-401(k) (MI) 402 · 0 off
- James Wood Motors 401(k) Plan (TX) 402 · 0 off
- Yavapai Apache Nation Enterprise 401(k) Retirement Plan (AZ) 402 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.