401(k) · DOL Form 5500 · 2023
Caplin & Drysdale 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 67
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $821,740
- Avg per participant High balance/head
Official DOL plan name: Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a · Sponsored by Caplin & Drysdale · District of Columbia · Professional & Technical Services
$55M in assets, 67 participants
Caplin & Drysdale's Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a reported $55M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #17,801 in Professional & Technical Services (20,321 peers)
Where Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a sits by assets
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a sits in the top quartile of all filed plans by assets, $55M for 67 participants (~$821,740/participant), down 11.1% in 2023.
- #17,801
- in Professional & Technical Services (20,321 peers)
- -11.1%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a's outsized position by total assets
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,056,567 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a reported net income fell from -$3M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
- Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a reported participants rose from 59 in the plan year 2022 filing to 67 in the plan year 2023 filing.
- Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a end-of-year assets fell from $62M in the plan year 2022 filing to $55M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 521226629 · Caplin & Drysdale PY 2023 · 401(k)
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a · $55M · 67 · 86th
- PHOTO $55M
- PHOTO 67
- PHOTO 86th
- PHOTO 401(k)
- PHOTO near Nab Holdings, LLC 401(k) Plan
- PHOTO ind #17801
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 Professional & Technical Services retirement plans → · Plans in District of Columbia →
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$7M |
| Employer EIN | 521226629 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caplin & Drysdale)
Sponsor-wide plan assets over time
All Caplin & Drysdale plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 4.593167127070212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 91 | $71M |
| 2023 | 2 | 94 | $67M |
| 2024 | 2 | 98 | $74M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Nab Holdings, LLC 401(k) Plan in MI ($55M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Nab Holdings, LLC 401(k) Plan (MI) $55M · 1,109
- Cnc Perpetual 401(k) Plan (VA) $55M · 623
- Mainfreight USA Partnership 401(k) Retirement Plan (CA) $55M · 1,415
- Blackhawk Industrial Distribution, Inc. 401(k) Plan (OK) $55M · 838
Similar participant headcount
Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.