401(k) · DOL Form 5500 · 2024
Captiva Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $922K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $92,170
- Avg per participant Below avg balance/head
Official DOL plan name: Captiva Partners, Inc. 401(k) Plan · Sponsored by Captiva Partners, Inc. · Missouri · Construction
$922K in assets, 10 participants
Captiva Partners, Inc.'s Captiva Partners, Inc. 401(k) Plan reported $922K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,917 in Construction (9,039 peers)
Captiva Partners, Inc. multi-year trail
Captiva Partners, Inc.'s plans moved +31.0% in assets from 2022 to 2024; this filing shows Captiva Partners, Inc. 401(k) Plan at $922K / 10 participants.
- #1,917
- in Construction (9,039 peers)
- +1.4%
- assets growth YoY
Captiva Partners, Inc. 401(k) Plan among the smaller filed plans by assets
Captiva Partners, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$921,695 22nd percentile higher than 22% 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
Captiva Partners, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Captiva Partners, Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Captiva Partners, Inc. 401(k) Plan reported net income fell from $205K in the plan year 2023 filing to $13K in the plan year 2024 filing.
- Captiva Partners, Inc. 401(k) Plan reported participants fell from 12 in the plan year 2023 filing to 10 in the plan year 2024 filing.
- Captiva Partners, Inc. 401(k) Plan end-of-year assets rose from $909K in the plan year 2023 filing to $922K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 844458451 · Captiva Partners, Inc. PY 2024 · 401(k)
Captiva Partners, Inc. 401(k) Plan · $922K · 10 · 22nd
- RANK $922K
- RANK 10
- RANK 22nd
- RANK 401(k)
- RANK near Hcdi 401(k)
- RANK ind #1917
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 Construction retirement plans → · Plans in Missouri →
Captiva Partners, Inc. 401(k) Plan in the asset neighbourhood
Captiva Partners, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Captiva Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $922K 31.014332479989537% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $704K |
| 2023 | 1 | 12 | $909K |
| 2024 | 1 | 10 | $922K |
Captiva Partners, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $909K |
|---|---|
| Net Assets (End of Year) | $922K |
| Net Income | $13K |
| Employer EIN | 844458451 |
| Plan Effective Date | 2020-01-25 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Captiva Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Hcdi 401(k) in IN ($922K); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($922K here).
- Hcdi 401(k) (IN) $922K · 1
- Humphrey Manlift Company, Inc. Profit Sharing Plan (MN) $922K · 4
- Trinity Oaks Christian Academy 401(k) Plan (IL) $922K · 21
- Woolfson Eye Institute 401(k) Plan (GA) $922K · 153
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Hero Home Services 401(k) Plan (MN) 10 · 0 off
- Integrated Retirement Partners Pooled Employer Plan (MA) 10 · 0 off
- Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
- For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.