401(k) · DOL Form 5500 · 2023
Capital District Beginnings, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $56,567
- Avg per participant Low balance/head
Official DOL plan name: Capital District Beginnings, Inc. Profit Sharing Plan · Sponsored by Capital District Beginnings, Inc. · New York · Educational Services
$9M in assets, 163 participants
Capital District Beginnings, Inc.'s Capital District Beginnings, Inc. Profit Sharing Plan reported $9M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #1,496 in Educational Services (3,735 peers)
Coverage in New York
Capital District Beginnings, Inc. Profit Sharing Plan covers 163 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #1,496
- in Educational Services (3,735 peers)
- +0.6%
- assets growth YoY
Capital District Beginnings, Inc. Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers
Capital District Beginnings, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,220,446 Top 43% higher than 57% 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 District Beginnings, Inc. 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 District Beginnings, Inc. Profit Sharing Plan sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capital District Beginnings, Inc. Profit Sharing Plan reported net income fell from $428K in the plan year 2022 filing to $56K in the plan year 2023 filing.
- Capital District Beginnings, Inc. Profit Sharing Plan reported participants rose from 151 in the plan year 2022 filing to 163 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 141653112 · Capital District Beginnings, Inc. PY 2023 · 401(k)
Capital District Beginnings, Inc. Profit Sharing Plan · $9M · 163 · 57th
- SCH $9M
- SCH 163
- SCH 57th
- SCH 401(k)
- SCH near Mid-Atlantic Machinery, Inc. 401(k) Profit Sharing Plan
- SCH ind #1496
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 Educational Services retirement plans → · Plans in New York →
Capital District Beginnings, Inc. Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $56K |
| Employer EIN | 141653112 |
| Plan Effective Date | 1986-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital District Beginnings, Inc.)
Sponsor-wide plan assets over time
All Capital District Beginnings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 7.765621549143685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 151 | $9M |
| 2023 | 1 | 163 | $9M |
| 2024 | 1 | 159 | $10M |
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 District Beginnings, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Mid-Atlantic Machinery, Inc. 401(k) Profit Sharing Plan in PA ($9M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (163 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.