401(k) · DOL Form 5500 · 2023

Caplin & Drysdale 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
27
Participants Small participant base
62nd
Percentile by assets National rank
$432,912
Avg per participant High balance/head
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Official DOL plan name: Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B · Sponsored by Caplin & Drysdale · District of Columbia · Professional & Technical Services

$12M in assets, 27 participants

Caplin & Drysdale's Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B reported $12M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,382 in Professional & Technical Services (20,321 peers)

2023 asset change

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B grew sharply 26.5% in 2023 ($9M → $12M) for 27 participants.

#12,382
in Professional & Technical Services (20,321 peers)
+26.5%
assets growth YoY

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B's mid-pack asset rank among Professional & Technical Services and all filers

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,688,636 Top 38% higher than 62% of 127,068 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 2023

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B 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 B is a small filing (27 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 B reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B reported participants fell from 32 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521226629 · Caplin & Drysdale PY 2023 · 401(k)

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B · $12M · 27 · 62nd

  • TYPE $12M
  • TYPE 27
  • TYPE 62nd
  • TYPE 401(k)
  • TYPE near Structural and Steel Products 401(k) Plan
  • TYPE ind #12382

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 B in the asset neighbourhood

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan BCaplin & Drysdale, Chartered…$12MStructural and Steel Products 401(k) PlanStructural and Steel Product…$12MConcord Advisory Group Retirement Savings PlanConcord Advisory Group Retir…$12MApci 401(k) Plan$12MFreightliner of Harrisburg Retirement PlanFreightliner of Harrisburg R…$12M
End-of-year total assets ($M) among Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Caplin & Drysdale years around the 2023 move

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
$65M$70M$75M$80M 202220232024 $71.2M $74.4M ▲ +4.6%
Year Plans Participants Total Assets
2022 2 91 $71M
2023 2 94 $67M
2024 2 98 $74M

2023 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN521226629
Plan Effective Date2002-10-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B, Total assets ($B): 0.011688636 · Participants: 27Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan BDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B side-by-side with 3 peers →

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Structural and Steel Products 401(k) Plan in TX ($12M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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.

Frequently Asked Questions

How did Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B assets move in 2023? ▼
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B grew sharply - up 26.5% during 2023, from $9M to $12M. Reported net income was $2M.
How have Caplin & Drysdale plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caplin & Drysdale's sponsor-wide assets grew 4.6%, from $71M to $74M.
Which 401(k) plans are similar in size to Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B? ▼
Among 401(k) plans in other states, the closest by assets is Structural and Steel Products 401(k) Plan in TX ($12M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan B? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521226629.

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.