Profit Sharing · DOL Form 5500 · 2023

Caplan Vending Inc. Profit Sharing Plan

Data updated 2026-08-25

$137K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$136,679
Avg per participant Near avg balance/head
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Official DOL plan name: Caplan Vending Inc. Retirement Plan · Sponsored by Caplan Vending Inc. · New York · Manufacturing

$137K in assets, 1 participants

Caplan Vending Inc.'s Caplan Vending Inc. Retirement Plan reported $137K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #588 in Manufacturing (18,722 peers)

Caplan Vending Inc. multi-year trail

Caplan Vending Inc.'s plans moved -37.2% in assets from 2022 to 2024; this filing shows Caplan Vending Inc. Retirement Plan at $137K / 1 participant.

#588
in Manufacturing (18,722 peers)
-9.5%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caplan Vending Inc. Retirement Plan among the smaller filed plans by assets

Caplan Vending Inc. Retirement Plan vs every filed plan by assets

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

$136,679 8th percentile higher than 8% 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

Caplan Vending Inc. Retirement 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. Caplan Vending Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caplan Vending Inc. Retirement Plan reported net income fell from $17K in the plan year 2022 filing to -$14K in the plan year 2023 filing.
  • Caplan Vending Inc. Retirement Plan end-of-year assets fell from $151K in the plan year 2022 filing to $137K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 475082649 · Caplan Vending Inc. PY 2023 · Profit Sharing

Caplan Vending Inc. Retirement Plan · $137K · 1 · 8th

  • SCH $137K
  • SCH 1
  • SCH 8th
  • SCH Profit Sharing
  • SCH near Exodus3 Incorporated Profit Sharing Plan
  • SCH ind #588

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 Manufacturing retirement plans → · Plans in New York →

Caplan Vending Inc. Retirement Plan in the asset neighbourhood

Caplan Vending Inc. Retirement PlanCaplan Vending Inc. Retireme…$137KExodus3 Incorporated Profit Sharing PlanExodus3 Incorporated Profit …$137KHumble Roots Enterprises Inc. Retirement PlanHumble Roots Enterprises Inc…$137KTreymin Enterprises Inc. Retirement PlanTreymin Enterprises Inc. Ret…$136KKoshmax, Inc. Retirement Plan$136K
End-of-year total assets ($M) among Caplan Vending Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Caplan Vending Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caplan Vending Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95K 37.19321953061346% vs 2022
2024 filing year
$0.08M$0.1M$0.12M$0.14M$0.16M 202220232024 $0.15M $0.09M ▼ -40.0%
Year Plans Participants Total Assets
2022 1 1 $151K
2023 1 1 $137K
2024 1 1 $95K

Caplan Vending Inc. filing trail (2023)

Total Assets (Beginning of Year)$151K
Net Assets (End of Year)$137K
Net Income-$14K
Employer EIN475082649
Plan Effective Date2015-09-17
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Caplan Vending Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Caplan Vending Inc. Retirement Plan, Total assets ($B): 0.000136679 · Participants: 1Caplan Vending Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Caplan Vending Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Caplan Vending Inc. Retirement Plan side-by-side with 3 peers →

Caplan Vending Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Exodus3 Incorporated Profit Sharing Plan in FL ($137K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($137K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Caplan Vending Inc. Retirement Plan assets move in 2023? ▼
Caplan Vending Inc. Retirement Plan pulled back noticeably - down 9.5% during 2023, from $151K to $137K. Reported net income was -$14K.
How have Caplan Vending Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caplan Vending Inc.'s sponsor-wide assets declined 37.2%, from $151K to $95K.
Where does Caplan Vending Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Caplan Vending Inc. Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Caplan Vending Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Exodus3 Incorporated Profit Sharing Plan in FL ($137K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Caplan Vending Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 475082649.

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.