401(k) · DOL Form 5500 · 2024

Capitol Group, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
131
Participants Small participant base
58th
Percentile by assets National rank
$84,117
Avg per participant Below avg balance/head
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Official DOL plan name: The Capitol Group, Inc. 401(k) Plan · Sponsored by Capitol Group, Inc. · Illinois · Wholesale Trade

$11M in assets, 131 participants

Capitol Group, Inc.'s The Capitol Group, Inc. 401(k) Plan reported $11M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,009 in Wholesale Trade (6,080 peers)

Coverage in Illinois

The Capitol Group, Inc. 401(k) Plan covers 131 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $11M.

#3,009
in Wholesale Trade (6,080 peers)
+6.8%
assets growth YoY

The Capitol Group, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

The Capitol Group, Inc. 401(k) Plan vs every filed plan by assets

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

$11,019,358 Top 42% higher than 58% 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 Capitol Group, Inc. 401(k) Plan 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. The Capitol Group, Inc. 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Capitol Group, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $698K in the plan year 2024 filing.
  • The Capitol Group, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Capitol Group, Inc. 401(k) Plan reported participants rose from 129 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 370724142 · Capitol Group, Inc. PY 2024 · 401(k)

The Capitol Group, Inc. 401(k) Plan · $11M · 131 · 58th

  • 5500 $11M
  • ASSETS 131
  • PCT 58th
  • EIN 401(k)
  • RANK near Merchants & Marine Bank 401 (K) Retirement Plan
  • PHOTO ind #3009

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 Wholesale Trade retirement plans → · Plans in Illinois →

The Capitol Group, Inc. 401(k) Plan in the asset neighbourhood

The Capitol Group, Inc. 401(k) PlanThe Capitol Group, Inc. 401(…$11MMerchants & Marine Bank 401 (K) Retirement PlanMerchants & Marine Bank 401 …$11MNoah Medical 401(k) Plan$11MFhg, Inc. Retirement Savings PlanFhg, Inc. Retirement Savings…$11MCo-Op 401(k) Plan$11M
End-of-year total assets ($M) among The Capitol Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$698K
Employer EIN370724142
Plan Effective Date1970-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Capitol Group, Inc.)

Sponsor-wide plan assets over time

All Capitol Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 55.06345448031438% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.11M $11M ▲ +55.0%
Year Plans Participants Total Assets
2022 1 130 $7M
2023 1 129 $10M
2024 1 131 $11M

Nearby 401(k) Plans in Illinois

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

The Capitol Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Capitol Group, Inc. 401(k) Plan, Total assets ($B): 0.011019358 · Participants: 131The Capitol Group, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
The Capitol Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Capitol Group, Inc. 401(k) Plan side-by-side with 3 peers →

The Capitol Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Merchants & Marine Bank 401 (K) Retirement Plan in MS ($11M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Capitol Group, Inc. 401(k) Plan assets move in 2024? ▼
The Capitol Group, Inc. 401(k) Plan grew at a solid clip - up 6.8% during 2024, from $10M to $11M. Reported net income was $698K.
How have Capitol Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capitol Group, Inc.'s sponsor-wide assets grew 55.1%, from $7M to $11M.
Which 401(k) plans are similar in size to The Capitol Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merchants & Marine Bank 401 (K) Retirement Plan in MS ($11M, 211 participants).
Which 401(k) plans cover a similar participant headcount to The Capitol Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M 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 370724142.

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.