Other · DOL Form 5500 · 2023
Capstone Health Services Foundation Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $155,276
- Avg per participant Above avg balance/head
Official DOL plan name: Capstone Health Services Foundation 403(b) DC Plan · Sponsored by Capstone Health Services Foundation · Alabama · Other Services
$20M in assets, 128 participants
Capstone Health Services Foundation's Capstone Health Services Foundation 403(b) DC Plan reported $20M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,674 in Other Services (7,857 peers)
Coverage in Alabama
Capstone Health Services Foundation 403(b) DC Plan covers 128 participants in Alabama, about 36% of the average Alabama filer (state average ~360 per filing). Assets: $20M.
- #6,674
- in Other Services (7,857 peers)
- +20.6%
- assets growth YoY
Capstone Health Services Foundation 403(b) DC Plan's outsized position by total assets
Capstone Health Services Foundation 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,875,307 Top 27% higher than 73% 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
Capstone Health Services Foundation 403(b) DC 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 Health Services Foundation 403(b) DC Plan sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capstone Health Services Foundation 403(b) DC Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Capstone Health Services Foundation 403(b) DC Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Capstone Health Services Foundation 403(b) DC Plan reported participants rose from 113 in the plan year 2022 filing to 128 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 630810661 · Capstone Health Services Foundation PY 2023 · Other
Capstone Health Services Foundation 403(b) DC Plan · $20M · 128 · 73rd
- PCT $20M
- EIN 128
- RANK 73rd
- PHOTO Other
- IND near Targetcw 401(k) Plan
- EOY ind #6674
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 Other Services retirement plans → · Plans in Alabama →
Capstone Health Services Foundation 403(b) DC Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 630810661 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capstone Health Services Foundation)
Sponsor-wide plan assets over time
All Capstone Health Services Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 41.878878130971536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $16M |
| 2023 | 1 | 128 | $20M |
| 2024 | 1 | 123 | $23M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.4B · 4,563
- Drummond Company, Inc. Savings Plan for Salaried Employees $119M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $108M · 1,619
- Uab Medicine Enterprise 403(b) Retirement Plan $87M · 543
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan $85M · 464
Capstone Health Services Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Targetcw 401(k) Plan in CA ($20M); by covered participants it is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Southern Mississippi Planning and Development District 403(b) Plan (MS) 128 · 0 off
- Intellisurvey 401(k) Plan (CA) 128 · 0 off
- Marin Academy Defined Contribution Retirement Plan (CA) 128 · 0 off
- Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians (MD) 128 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.