Profit Sharing · DOL Form 5500 · 2024
Capelli Enterprises Ltd Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $4.9M
- Avg per participant High balance/head
Official DOL plan name: Capelli Enterprises Ltd Profit Sharing Plan and Trust · Sponsored by Capelli Enterprises Ltd · Wisconsin · Finance & Insurance
$5M in assets, 1 participants
Capelli Enterprises Ltd's Capelli Enterprises Ltd Profit Sharing Plan and Trust reported $5M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,401 in Finance & Insurance (8,549 peers)
2024 asset change
Capelli Enterprises Ltd Profit Sharing Plan and Trust pulled back noticeably 9.9% in 2024 ($5M → $5M) for 1 participant.
- #2,401
- in Finance & Insurance (8,549 peers)
- -9.9%
- assets change YoY
The plan reported a net loss of $540K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capelli Enterprises Ltd Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Capelli Enterprises Ltd Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,927,369 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Capelli Enterprises Ltd Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capelli Enterprises Ltd Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capelli Enterprises Ltd Profit Sharing Plan and Trust reported net income fell from $178K in the plan year 2023 filing to -$540K in the plan year 2024 filing.
- Capelli Enterprises Ltd Profit Sharing Plan and Trust end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 432008496 · Capelli Enterprises Ltd PY 2024 · Profit Sharing
Capelli Enterprises Ltd Profit Sharing Plan and Trust · $5M · 1 · 42nd
- BOY $5M
- BOY 1
- BOY 42nd
- BOY Profit Sharing
- BOY near Child & Family Agency of Southeastern Connecticut 403(b) Plan
- BOY ind #2401
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 →
Capelli Enterprises Ltd Profit Sharing Plan and Trust in the asset neighbourhood
Capelli Enterprises Ltd years around the 2024 move
Sponsor-wide plan assets over time
All Capelli Enterprises Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 6.840270727196482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $5M |
| 2023 | 1 | 1 | $5M |
| 2024 | 1 | 1 | $5M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$540K |
| Employer EIN | 432008496 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
Capelli Enterprises Ltd 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 Child & Family Agency of Southeastern Connecticut 403(b) Plan in CT ($5M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.