401(k) · DOL Form 5500 · 2024

Met-Cap Management LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
117
Participants Small participant base
31st
Percentile by assets National rank
$20,325
Avg per participant Low balance/head
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Official DOL plan name: Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Met-Cap Management LLC · Rhode Island · Retail Trade

$2M in assets, 117 participants

Met-Cap Management LLC's Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 117 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.

  • #3,496 in Retail Trade (8,048 peers)

Coverage in Rhode Island

Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust covers 117 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $2M.

#3,496
in Retail Trade (8,048 peers)
-3.8%
assets change YoY

The plan reported a net loss of $95K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,378,007 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

Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $592K in the plan year 2023 filing to -$95K in the plan year 2024 filing.
  • Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 77 in the plan year 2023 filing to 117 in the plan year 2024 filing.
  • Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043612597 · Met-Cap Management LLC PY 2024 · 401(k)

Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust · $2M · 117 · 31st

  • IND $2M
  • EOY 117
  • 5500 31st
  • ASSETS 401(k)
  • PCT near Swip Systems, Incorporated 401(k)/Profit Sharing Pla
  • EIN ind #3496

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 Retail Trade retirement plans → · Plans in Rhode Island →

Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Met-Cap Management LLC 401(k) Profit Sharing Plan & TrustMet-Cap Management LLC 401(k…$2MSwip Systems, Incorporated 401(k)/Profit Sharing PlaSwip Systems, Incorporated 4…$2MRugs Direct 401(k) Plan$2MSinkula Investments, Ltd. Co. 401(k) Savings PlanSinkula Investments, Ltd. Co…$2MSierra Health & Wellness Centers LLC 401(k) P/S PlanSierra Health & Wellness Cen…$2M
End-of-year total assets ($M) among Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$95K
Employer EIN043612597
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Met-Cap Management LLC)

Sponsor-wide plan assets over time

All Met-Cap Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.385331691427243% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.88M $2.38M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 82 $2M
2023 1 77 $2M
2024 1 117 $2M

Nearby 401(k) Plans in Rhode Island

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

Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002378007 · Participants: 117Met-Cap Management LLC 401(k) Profit Sharing Plan & TrustCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Swip Systems, Incorporated 401(k)/Profit Sharing Pla in IL ($2M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust edged down modestly - down 3.8% during 2024, from $2M to $2M. Reported net income was -$95K.
How have Met-Cap Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Met-Cap Management LLC's sponsor-wide assets grew 26.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Swip Systems, Incorporated 401(k)/Profit Sharing Pla in IL ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Met-Cap Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Beverage 401(k) Plan in MA (117 participants, N/A 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 043612597.

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.