401(k) · DOL Form 5500 · 2023

Capital City Fruit, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
145
Participants Small participant base
64th
Percentile by assets National rank
$88,456
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capital City Fruit Employer Profit Sharing Plan · Sponsored by Capital City Fruit, Inc. · Iowa · Wholesale Trade

$13M in assets, 145 participants

Capital City Fruit, Inc.'s Capital City Fruit Employer Profit Sharing Plan reported $13M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,609 in Wholesale Trade (6,309 peers)

Coverage in Iowa

Capital City Fruit Employer Profit Sharing Plan covers 145 participants in Iowa, about 24% of the average Iowa filer (state average ~609 per filing). Assets: $13M.

#3,609
in Wholesale Trade (6,309 peers)
+23.2%
assets growth YoY

Capital City Fruit Employer Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Capital City Fruit Employer Profit Sharing Plan vs every filed plan by assets

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

$12,826,116 Top 36% higher than 64% 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

Capital City Fruit Employer Profit Sharing 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. Capital City Fruit Employer Profit Sharing Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital City Fruit Employer Profit Sharing Plan reported net income rose from -$745K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Capital City Fruit Employer Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Capital City Fruit Employer Profit Sharing Plan reported participants rose from 139 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420981294 · Capital City Fruit, Inc. PY 2023 · 401(k)

Capital City Fruit Employer Profit Sharing Plan · $13M · 145 · 64th

  • VS-ST $13M
  • VS-ST 145
  • VS-ST 64th
  • VS-ST 401(k)
  • VS-ST near Edtec, Inc. Profit Sharing and 401(k) Plan
  • VS-ST ind #3609

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 Wholesale Trade retirement plans → · Plans in Iowa →

Capital City Fruit Employer Profit Sharing Plan in the asset neighbourhood

Capital City Fruit Employer Profit Sharing PlanCapital City Fruit Employer …$13MEdtec, Inc. Profit Sharing and 401(k) PlanEdtec, Inc. Profit Sharing a…$13MAquaphoenix Scientific 401(k) PlanAquaphoenix Scientific 401(k…$13MSearch Retirement Plan$13MFitzmark, LLC 401(k) Plan$13M
End-of-year total assets ($M) among Capital City Fruit Employer Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN420981294
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital City Fruit, Inc.)

Sponsor-wide plan assets over time

All Capital City Fruit, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 35.516169222309735% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.4M $14.1M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 139 $10M
2023 1 145 $13M
2024 1 153 $14M

Nearby 401(k) Plans in Iowa

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

Capital City Fruit Employer Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Capital City Fruit Employer Profit Sharing Plan, Total assets ($B): 0.012826116 · Participants: 145Capital City Fruit Employer Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Capital City Fruit Employer Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Capital City Fruit Employer Profit Sharing Plan side-by-side with 3 peers →

Capital City Fruit Employer Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Edtec, Inc. Profit Sharing and 401(k) Plan in CA ($13M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Capital City Fruit Employer Profit Sharing Plan assets move in 2023? ▼
Capital City Fruit Employer Profit Sharing Plan grew sharply - up 23.2% during 2023, from $10M to $13M. Reported net income was $2M.
How have Capital City Fruit, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital City Fruit, Inc.'s sponsor-wide assets grew 35.5%, from $10M to $14M.
Which 401(k) plans are similar in size to Capital City Fruit Employer Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edtec, Inc. Profit Sharing and 401(k) Plan in CA ($13M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Capital City Fruit Employer Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A 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 420981294.

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.