401(k) · DOL Form 5500 · 2024

Capital Rx 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 487
Participants Below avg headcount: 70th
Percentile by assets National rank: $41,540
Avg per participant Low balance/head

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Official DOL plan name: Capital Rx 401(k) Plan · Sponsored by Capital Rx · New York · Administrative & Support Services

$20M in assets, 487 participants

Capital Rx's Capital Rx 401(k) Plan reported $20M in total assets and 487 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

#3,686 in Administrative & Support Services (4,368 peers)

Capital Rx multi-year trail

Capital Rx's plans moved +172.0% in assets from 2022 to 2024; this filing shows Capital Rx 401(k) Plan at $20M / 487 participants.

#3,686
in Administrative & Support Services (4,368 peers): +73.9%
assets growth YoY

Capital Rx 401(k) Plan's outsized position by total assets

Capital Rx 401(k) Plan vs every filed plan by assets

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

$20,229,767 Top 30% higher than 70% 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

Capital Rx 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Rx 401(k) Plan sits mid-pack in the medium band (487 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Capital Rx 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Capital Rx 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Capital Rx 401(k) Plan reported participants rose from 423 in the plan year 2023 filing to 487 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 352612946 · Capital Rx PY 2024 · 401(k)

Capital Rx 401(k) Plan · $20M · 487 · 70th

EIN $20M
RANK 487
PHOTO 70th
IND 401(k)
EOY near Verland and Affiliates 403(b) Retirement Plan
5500 ind #3686

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 New York →

End-of-year total assets ($M) among Capital Rx 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Capital Rx multi-year asset trail

Latest sponsor-wide plan assets: $20M 171.96750387823673% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	351	$7M
2023	1	423	$12M
2024	1	487	$20M

Capital Rx filing trail (2024)

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$20M
Net Income	$9M
Employer EIN	352612946
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Capital Rx 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Capital Rx 401(k) Plan side-by-side with 3 peers →

Capital Rx 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Verland and Affiliates 403(b) Retirement Plan in PA ($20M); by covered participants it is Election Systems & Software, LLC 401(k) Plan in NE (487 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Verland and Affiliates 403(b) Retirement Plan (PA) $20M · 704
Diversified Global Graphics Group Nonunion 401(k) Plan (NJ) $20M · 169
Midmfg Inc. Profit Sharing Plan and Trust Agreement (IL) $20M · 13
American Farmland Trust 401(k) Plan (DC) $20M · 176

Similar participant headcount

Nearest other-state filings by covered participants (487 participants); asset peers above are excluded.

Election Systems & Software, LLC 401(k) Plan (NE) 487 · 0 off
Educators Credit Union 401(k) Plan & Trust (WI) 487 · 0 off
Worth Ross 401(k) Plan (TX) 487 · 0 off
Sps Poolcare 401(k) Plan (TX) 487 · 0 off

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 Capital Rx 401(k) Plan assets move in 2024? ▼

Capital Rx 401(k) Plan surged - up 73.9% during 2024, from $12M to $20M. Reported net income was $9M.

How have Capital Rx plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Capital Rx's sponsor-wide assets grew 172.0%, from $7M to $20M.

Which 401(k) plans are similar in size to Capital Rx 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Verland and Affiliates 403(b) Retirement Plan in PA ($20M, 704 participants).

Which 401(k) plans cover a similar participant headcount to Capital Rx 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Election Systems & Software, LLC 401(k) Plan in NE (487 participants, $83M 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 352612946.