401(k) · DOL Form 5500 · 2024
Capp Management LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $75,583
- Avg per participant Below avg balance/head
Official DOL plan name: Capp Profit Sharing 401(k) Plan · Sponsored by Capp Management LLC · Pennsylvania · Wholesale Trade
$7M in assets, 94 participants
Capp Management LLC's Capp Profit Sharing 401(k) Plan reported $7M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #2,329 in Wholesale Trade (6,080 peers)
2024 asset change
Capp Profit Sharing 401(k) Plan declined sharply 19.7% in 2024 ($9M → $7M) for 94 participants.
- #2,329
- in Wholesale Trade (6,080 peers)
- -19.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capp Profit Sharing 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Capp Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,104,792 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Capp Profit Sharing 401(k) 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. Capp Profit Sharing 401(k) Plan is a small filing (94 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 934326448 · Capp Management LLC PY 2024 · 401(k)
Capp Profit Sharing 401(k) Plan · $7M · 94 · 49th
- BOY $7M
- SCH 94
- EBSA 49th
- PART 401(k)
- TYPE near Heritage Christian Schools, Inc. 401(k) Plan
- NET ind #2329
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 Pennsylvania →
Capp Profit Sharing 401(k) Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 934326448 |
| Plan Effective Date | 1980-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Capp Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Heritage Christian Schools, Inc. 401(k) Plan in IN ($7M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (94 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.