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
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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

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 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.

See the national 2022→2023 release diff →

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

Capital District Beginnings, Inc. Profit Sharing PlanCapital District Beginnings,…$9MMid-Atlantic Machinery, Inc. 401(k) Profit Sharing PlanMid-Atlantic Machinery, Inc.…$9MCsss.Net 401(k) Plan$9MRanger Construction Corporation Employee Stock Ownership PlanRanger Construction Corporat…$9MThe Morganti Group, Inc. 401(k) Profit Sharing PlanThe Morganti Group, Inc. 401…$9M
End-of-year total assets ($M) among Capital District Beginnings, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$56K
Employer EIN141653112
Plan Effective Date1986-09-01
Filing StatusFILING 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
$9M$9.5M$10M 202220232024 $9.16M $9.88M ▲ +7.9%
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.

Capital District Beginnings, Inc. Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Capital District Beginnings, Inc. Profit Sharing Plan, Total assets ($B): 0.009220446 · Participants: 163Capital District Beginnings, Inc. Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Capital District Beginnings, Inc. Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

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.

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.

Frequently Asked Questions

How did Capital District Beginnings, Inc. Profit Sharing Plan assets move in 2023?
Capital District Beginnings, Inc. Profit Sharing Plan held essentially flat - up 0.6% during 2023, from $9M to $9M. Reported net income was $56K.
How have Capital District Beginnings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Capital District Beginnings, Inc.'s sponsor-wide assets grew 7.8%, from $9M to $10M.
Which 401(k) plans are similar in size to Capital District Beginnings, Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Mid-Atlantic Machinery, Inc. 401(k) Profit Sharing Plan in PA ($9M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Capital District Beginnings, Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K in assets).