401(k) · DOL Form 5500 · 2024

The Caprock Group, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
51
Participants Small participant base
57th
Percentile by assets National rank
$203,992
Avg per participant Above avg balance/head
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Official DOL plan name: The Caprock Group 401(k) Plan · Sponsored by The Caprock Group, LLC · Idaho · Finance & Insurance

$10M in assets, 51 participants

The Caprock Group, LLC's The Caprock Group 401(k) Plan reported $10M in total assets and 51 participants in its 2024 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.

  • #3,461 in Finance & Insurance (8,549 peers)

The Caprock Group, LLC multi-year trail

The Caprock Group, LLC's plans moved +79.2% in assets from 2022 to 2024; this filing shows The Caprock Group 401(k) Plan at $10M / 51 participants.

#3,461
in Finance & Insurance (8,549 peers)
+31.0%
assets growth YoY

The Caprock Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Caprock Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,403,567 Top 43% higher than 57% of 123,620 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 2024

The Caprock Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Caprock Group 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Caprock Group 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • The Caprock Group 401(k) Plan reported participants rose from 43 in the plan year 2023 filing to 51 in the plan year 2024 filing.
  • The Caprock Group 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 470899236 · The Caprock Group, LLC PY 2024 · 401(k)

The Caprock Group 401(k) Plan · $10M · 51 · 57th

  • 5500 $10M
  • ASSETS 51
  • PCT 57th
  • EIN 401(k)
  • RANK near Buckingham Property Management 401(k) Plan
  • PHOTO ind #3461

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 Idaho →

The Caprock Group 401(k) Plan in the asset neighbourhood

The Caprock Group 401(k) Plan$10MBuckingham Property Management 401(k) PlanBuckingham Property Manageme…$10MEdmonton Bancshares 401(k) PlanEdmonton Bancshares 401(k) P…$10MWinterwood, Inc. 401(k) Profit Sharing PlanWinterwood, Inc. 401(k) Prof…$10MSeaport Entertainment Group 401(k) PlanSeaport Entertainment Group …$10M
End-of-year total assets ($M) among The Caprock Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Caprock Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Caprock Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 79.2242937926104% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.8M $10.4M ▲ +79.3%
Year Plans Participants Total Assets
2022 1 36 $6M
2023 1 43 $8M
2024 1 51 $10M

The Caprock Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN470899236
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Caprock Group 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Caprock Group 401(k) Plan, Total assets ($B): 0.010403567 · Participants: 51The Caprock Group 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
The Caprock Group 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare The Caprock Group 401(k) Plan side-by-side with 3 peers →

The Caprock Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Buckingham Property Management 401(k) Plan in CA ($10M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (51 participants); 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.

Frequently Asked Questions

How did The Caprock Group 401(k) Plan assets move in 2024? ▼
The Caprock Group 401(k) Plan surged - up 31.0% during 2024, from $8M to $10M. Reported net income was $2M.
How have The Caprock Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Caprock Group, LLC's sponsor-wide assets grew 79.2%, from $6M to $10M.
Which 401(k) plans are similar in size to The Caprock Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buckingham Property Management 401(k) Plan in CA ($10M, 203 participants).
Which 401(k) plans cover a similar participant headcount to The Caprock Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470899236.

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.