401(k) · DOL Form 5500 · 2023
Capital Group Companies, Inc. 401(k) Plan
Data updated 2026-08-11
- $7.1B
- Total assets
- 7,743
- Participants
- 100th
- Percentile by assets
- $912,751
- Avg per participant
Official DOL plan name: Capital Retirement Savings Plan · Sponsored by Capital Group Companies, Inc. · California · Finance & Insurance
$7.1B in assets, 7,743 participants
Capital Group Companies, Inc.'s Capital Retirement Savings Plan reported $7.1B in total assets and 7,743 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 127,072 plans)
- #8,836 in Finance & Insurance (8,869 peers)
Coverage in California
Capital Retirement Savings Plan covers 7,743 participants in California, 12x the typical California plan (state average ~630 per filing). Assets: $7.1B.
- $7.1B
- total plan assets (2023 EOY)
- 7,743
- covered participants
- 100th
- percentile by assets (of 127,072 plans)
- $912,751
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capital Retirement Savings Plan reported net income rose from $690M in the plan year 2022 filing to $937M in the plan year 2023 filing.
- Capital Retirement Savings Plan end-of-year assets rose from $6.1B in the plan year 2022 filing to $7.1B in the plan year 2023 filing.
- Capital Retirement Savings Plan reported participants fell from 7,803 in the plan year 2022 filing to 7,743 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Capital Retirement Savings Plan reports 7,743 participants - 12x that state average ($7.1B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $6.1B |
|---|---|
| Net Assets (End of Year) | $7.1B |
| Net Income | $937M |
| Employer EIN | 860206507 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Group Companies, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,803 | $6.1B |
| 2023 | 1 | 7,743 | $7.1B |
| 2024 | 1 | 7,871 | $8.2B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Capital Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Scale composition for Capital Retirement Savings Plan
Capital Retirement Savings Plan reports $7.1B in end-of-year assets across 7,743 participants (0.057% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $912,751 per participant (6.6x the national average assets-per-participant) . Net income for plan year 2023 was $937M.
This plan identity (EIN 860206507, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.1B to $8.2B (+33.0%) while covered participants moved from 7,803 to 7,871 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,803 | $6.1B | Open filing |
| 2023 | 7,743 | $7.1B | This page |
| 2024 · index core | 7,871 | $8.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Capital Retirement Savings Plan (401(k), $8.2B, 7,871 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Capital Retirement Savings Plan by total assets, not by location.
- Cox Enterprises, Inc. 401(k) Plan (GA) $7.1B · 44,853
- Trinet 401(k) Plan (FL) $7.0B · 157,945
- Lumen 401(k) Savings Plan (LA) $7.1B · 24,522
- Ti Contribution and 401(k) Savings Plan (TX) $7.2B · 13,037
Frequently Asked Questions
How did Capital Retirement Savings Plan assets move in 2023? ▼
How have Capital Group Companies, Inc. plan assets changed over time? ▼
Where does Capital Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Capital Retirement Savings Plan? ▼
Next read for Capital Retirement Savings Plan
Filing takeaways
Ways to act on Capital Retirement Savings Plan's numbers.
- By total assets, Capital Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Capital Group Companies, Inc.'s sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Finance & Insurance plans