401(k) · DOL Form 5500 · 2024
Capital Guidance America, Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 164
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $128,698
- Avg per participant Near avg balance/head
Official DOL plan name: Capital Guidance Group Retirement Plan · Sponsored by Capital Guidance America, Inc. · District of Columbia · Real Estate
$21M in assets, 164 participants
Capital Guidance America, Inc.'s Capital Guidance Group Retirement Plan reported $21M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #3,926 in Real Estate (4,605 peers)
Coverage in District of Columbia
Capital Guidance Group Retirement Plan covers 164 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $21M.
- #3,926
- in Real Estate (4,605 peers)
- +16.0%
- assets growth YoY
Capital Guidance Group Retirement Plan's outsized position by total assets
Capital Guidance Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,106,476 Top 29% higher than 71% 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 Guidance Group Retirement 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 Guidance Group Retirement Plan sits mid-pack in the medium band (164 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capital Guidance Group Retirement Plan reported participants fell from 210 in the plan year 2023 filing to 164 in the plan year 2024 filing.
- Capital Guidance Group Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Capital Guidance Group Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 760205168 · Capital Guidance America, Inc. PY 2024 · 401(k)
Capital Guidance Group Retirement Plan · $21M · 164 · 71st
- 5500 $21M
- ASSETS 164
- PCT 71st
- EIN 401(k)
- RANK near Diversified Tooling Group Employees 401(k) and Profit Sharing Plan
- PHOTO ind #3926
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 Real Estate retirement plans → · Plans in District of Columbia →
Capital Guidance Group Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 760205168 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Guidance America, Inc.)
Sponsor-wide plan assets over time
All Capital Guidance America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 35.9801249035546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 234 | $16M |
| 2023 | 1 | 210 | $18M |
| 2024 | 1 | 164 | $21M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Capital Guidance Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Diversified Tooling Group Employees 401(k) and Profit Sharing Plan in MI ($21M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Diversified Tooling Group Employees 401(k) and Profit Sharing Plan (MI) $21M · 335
- Cerium Networks 401(k) Plan (WA) $21M · 171
- Ustc Group 401(k) Plan (NJ) $21M · 430
- Morphic Therapeutic 401(k) Plan (MA) $21M · 122
Similar participant headcount
Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.
- Meadows Bank 401(k) Retirement Plan (NV) 164 · 0 off
- Dfs Flooring, Inc. 401(k) Retirement Plan (CA) 164 · 0 off
- Infiniti Hr Retirement Plan (MD) 164 · 0 off
- The Lumbee Tribe of Nc 401(k) Plan (NC) 164 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.