401(k) · DOL Form 5500 · 2024

Capital Assets, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
55
Participants Small participant base
31st
Percentile by assets National rank
$41,850
Avg per participant Low balance/head
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Official DOL plan name: Capital Assets, Inc. 401(k) Retirement Savings Plan · Sponsored by Capital Assets, Inc. · Oklahoma · Real Estate

$2M in assets, 55 participants

Capital Assets, Inc.'s Capital Assets, Inc. 401(k) Retirement Savings Plan reported $2M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,316 in Real Estate (4,605 peers)

Capital Assets, Inc. multi-year trail

Capital Assets, Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows Capital Assets, Inc. 401(k) Retirement Savings Plan at $2M / 55 participants.

#2,316
in Real Estate (4,605 peers)
+16.5%
assets growth YoY

Capital Assets, Inc. 401(k) Retirement Savings Plan among the smaller filed plans by assets

Capital Assets, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$2,301,775 31st percentile higher than 31% 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

Capital Assets, Inc. 401(k) Retirement Savings 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. Capital Assets, Inc. 401(k) Retirement Savings Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capital Assets, Inc. 401(k) Retirement Savings Plan reported participants fell from 80 in the plan year 2023 filing to 55 in the plan year 2024 filing.
  • Capital Assets, Inc. 401(k) Retirement Savings Plan reported net income rose from $277K in the plan year 2023 filing to $325K in the plan year 2024 filing.
  • Capital Assets, Inc. 401(k) Retirement Savings Plan end-of-year assets 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 731303497 · Capital Assets, Inc. PY 2024 · 401(k)

Capital Assets, Inc. 401(k) Retirement Savings Plan · $2M · 55 · 31st

  • RANK $2M
  • PHOTO 55
  • IND 31st
  • EOY 401(k)
  • 5500 near Marketing Data Compilation Ltd 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #2316

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 Real Estate retirement plans → · Plans in Oklahoma →

Capital Assets, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Capital Assets, Inc. 401(k) Retirement Savings PlanCapital Assets, Inc. 401(k) …$2MMarketing Data Compilation Ltd 401(k) Profit Sharing Plan and TrustMarketing Data Compilation L…$2MMcfarland Construction 401(k) PlanMcfarland Construction 401(k…$2MCalifornia Creative Solutions Inc 401(k) PlanCalifornia Creative Solution…$2MFeury Image Group, Inc. 401(k) Profit Sharing PlanFeury Image Group, Inc. 401(…$2M
End-of-year total assets ($M) among Capital Assets, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Capital Assets, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Capital Assets, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.4496815856341% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.7M $2.3M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 58 $2M
2023 1 80 $2M
2024 1 55 $2M

Capital Assets, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$325K
Employer EIN731303497
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Capital Assets, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Capital Assets, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.002301775 · Participants: 55Capital Assets, Inc. 401(k) Retirement Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Capital Assets, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Capital Assets, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Capital Assets, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Marketing Data Compilation Ltd 401(k) Profit Sharing Plan and Trust in FL ($2M); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Capital Assets, Inc. 401(k) Retirement Savings Plan assets move in 2024? ▼
Capital Assets, Inc. 401(k) Retirement Savings Plan grew sharply - up 16.5% during 2024, from $2M to $2M. Reported net income was $325K.
How have Capital Assets, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Assets, Inc.'s sponsor-wide assets grew 35.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Capital Assets, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marketing Data Compilation Ltd 401(k) Profit Sharing Plan and Trust in FL ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Capital Assets, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M 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 731303497.

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.