401(k) · DOL Form 5500 · 2024

Capstone Research Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
34
Participants Small participant base
36th
Percentile by assets National rank
$103,485
Avg per participant Below avg balance/head
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Official DOL plan name: Capstone Research Corporation 401(k) Plan · Sponsored by Capstone Research Corporation · Alabama · Administrative & Support Services

$4M in assets, 34 participants

Capstone Research Corporation's Capstone Research Corporation 401(k) Plan reported $4M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,604 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Capstone Research Corporation 401(k) Plan ranks #2,604 of 4,368 2024 filers by assets (820% of the sector average)-$4M for 34 participants.

#2,604
in Administrative & Support Services (4,368 peers)
+84.9%
assets growth YoY

Capstone Research Corporation 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Capstone Research Corporation 401(k) Plan vs every filed plan by assets

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

$3,518,506 36th percentile higher than 36% 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

Capstone Research Corporation 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. Capstone Research Corporation 401(k) Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capstone Research Corporation 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Capstone Research Corporation 401(k) Plan reported participants rose from 19 in the plan year 2023 filing to 34 in the plan year 2024 filing.
  • Capstone Research Corporation 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 842127259 · Capstone Research Corporation PY 2024 · 401(k)

Capstone Research Corporation 401(k) Plan · $4M · 34 · 36th

  • BOOK $4M
  • VS-ST 34
  • BOY 36th
  • SCH 401(k)
  • EBSA near Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust
  • PART ind #2604

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 Administrative & Support Services retirement plans → · Plans in Alabama →

Capstone Research Corporation 401(k) Plan in the asset neighbourhood

Capstone Research Corporation 401(k) PlanCapstone Research Corporatio…$4MAthena Global Advisors, Inc. 401(k) Profit Sharing Plan and TrustAthena Global Advisors, Inc.…$4MJay Williamson Do Retirement PlanJay Williamson Do Retirement…$4MTrico Construction Retirement PlanTrico Construction Retiremen…$4MSteel Plate, LLC Safe Harbor 401(k) PlanSteel Plate, LLC Safe Harbor…$4M
End-of-year total assets ($M) among Capstone Research Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN842127259
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone Research Corporation)

Sponsor-wide plan assets over time

All Capstone Research Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 84.91202438511667% vs 2023
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 20232024 $1.9M $3.52M ▲ +85.3%
Year Plans Participants Total Assets
2023 1 19 $2M
2024 1 34 $4M

Nearby 401(k) Plans in Alabama

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

Capstone Research Corporation 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Capstone Research Corporation 401(k) Plan, Total assets ($B): 0.003518506 · Participants: 34Capstone Research Corporation 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Capstone Research Corporation 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Capstone Research Corporation 401(k) Plan side-by-side with 3 peers →

Capstone Research Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust in PA ($4M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Capstone Research Corporation 401(k) Plan assets move in 2024? ▼
Capstone Research Corporation 401(k) Plan surged - up 84.9% during 2024, from $2M to $4M. Reported net income was $2M.
How have Capstone Research Corporation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Capstone Research Corporation's sponsor-wide assets grew 84.9%, from $2M to $4M.
Which 401(k) plans are similar in size to Capstone Research Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust in PA ($4M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Capstone Research Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M 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 842127259.

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.