Profit Sharing · DOL Form 5500 · 2023

Capital Investment Services of America, Inc. Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
10
Participants Small participant base
67th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Cisa Profit Sharing Plan and Trust · Sponsored by Capital Investment Services of America, Inc. · Wisconsin · Finance & Insurance

$15M in assets, 10 participants

Capital Investment Services of America, Inc.'s Cisa Profit Sharing Plan and Trust reported $15M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,654 in Finance & Insurance (8,869 peers)

Capital Investment Services of America, Inc. multi-year trail

Capital Investment Services of America, Inc.'s plans moved +38.5% in assets from 2022 to 2024; this filing shows Cisa Profit Sharing Plan and Trust at $15M / 10 participants.

#4,654
in Finance & Insurance (8,869 peers)
+24.2%
assets growth YoY

Cisa Profit Sharing Plan and Trust's outsized position by total assets

Cisa Profit Sharing Plan and Trust vs every filed plan by assets

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

$15,121,687 Top 33% higher than 67% 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

Cisa Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cisa Profit Sharing Plan and Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cisa Profit Sharing Plan and Trust reported net income rose from $534K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cisa Profit Sharing Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391344581 · Capital Investment Services of America, Inc. PY 2023 · Profit Sharing

Cisa Profit Sharing Plan and Trust · $15M · 10 · 67th

  • VS-ST $15M
  • VS-ST 10
  • VS-ST 67th
  • VS-ST Profit Sharing
  • VS-ST near Asbestos Workers Local 12a Abatement Annuity Plan
  • VS-ST ind #4654

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Cisa Profit Sharing Plan and Trust in the asset neighbourhood

Apcon, Inc.401(k) Plan$15MCisa Profit Sharing Plan and TrustCisa Profit Sharing Plan and…$15MAsbestos Workers Local 12a Abatement Annuity PlanAsbestos Workers Local 12a A…$15MSacramento Rendering Co Profit Sharing PlanSacramento Rendering Co Prof…$15MWindber Medical Center 403(b) PlanWindber Medical Center 403(b…$15M
End-of-year total assets ($M) among Cisa Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Capital Investment Services of America, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Capital Investment Services of America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 38.49056343383906% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $16.9M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 10 $12M
2023 1 10 $15M
2024 1 10 $17M

Capital Investment Services of America, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN391344581
Plan Effective Date1986-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Cisa Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Cisa Profit Sharing Plan and Trust, Total assets ($B): 0.015121687 · Participants: 10Cisa Profit Sharing Plan and TrustThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Cisa Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Cisa Profit Sharing Plan and Trust side-by-side with 3 peers →

Cisa Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Asbestos Workers Local 12a Abatement Annuity Plan in NY ($15M); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Cisa Profit Sharing Plan and Trust assets move in 2023? ▼
Cisa Profit Sharing Plan and Trust grew sharply - up 24.2% during 2023, from $12M to $15M. Reported net income was $3M.
How have Capital Investment Services of America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Investment Services of America, Inc.'s sponsor-wide assets grew 38.5%, from $12M to $17M.
Which Profit Sharing plans are similar in size to Cisa Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Asbestos Workers Local 12a Abatement Annuity Plan in NY ($15M, 299 participants).
Which Profit Sharing plans cover a similar participant headcount to Cisa Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dibs Co. Retirement Plan in MA (10 participants, $348K 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 391344581.

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.