401(k) · DOL Form 5500 · 2024
Capital Insurance Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $87,201
- Avg per participant Below avg balance/head
Official DOL plan name: Capital Insurance Holdings, Inc. Retirement Plan · Sponsored by Capital Insurance Holdings, Inc. · Florida · Finance & Insurance
$2M in assets, 22 participants
Capital Insurance Holdings, Inc.'s Capital Insurance Holdings, Inc. Retirement Plan reported $2M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #1,546 in Finance & Insurance (8,549 peers)
2024 asset change
Capital Insurance Holdings, Inc. Retirement Plan pulled back noticeably 8.9% in 2024 ($2M → $2M) for 22 participants.
- #1,546
- in Finance & Insurance (8,549 peers)
- -8.9%
- assets change YoY
The plan reported a net loss of $186K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capital Insurance Holdings, Inc. Retirement Plan among the smaller filed plans by assets
Capital Insurance Holdings, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,918,426 29th percentile higher than 29% 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 Insurance Holdings, Inc. Retirement 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. Capital Insurance Holdings, Inc. Retirement Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capital Insurance Holdings, Inc. Retirement Plan reported net income fell from $289K in the plan year 2023 filing to -$186K in the plan year 2024 filing.
- Capital Insurance Holdings, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Capital Insurance Holdings, Inc. Retirement Plan reported participants rose from 21 in the plan year 2023 filing to 22 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 274483283 · Capital Insurance Holdings, Inc. PY 2024 · 401(k)
Capital Insurance Holdings, Inc. Retirement Plan · $2M · 22 · 29th
- PCT $2M
- EIN 22
- RANK 29th
- PHOTO 401(k)
- IND near Frix-Jennings Clinic, P.C. 401(k) Profit Sharing Plan
- EOY ind #1546
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 Finance & Insurance retirement plans → · Plans in Florida →
Capital Insurance Holdings, Inc. Retirement Plan in the asset neighbourhood
Capital Insurance Holdings, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Capital Insurance Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 2.782613853044931% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 31 | $5M |
| 2023 | 2 | 35 | $5M |
| 2024 | 2 | 34 | $4M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$186K |
| Employer EIN | 274483283 |
| Plan Effective Date | 1983-12-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Capital Insurance Holdings, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Frix-Jennings Clinic, P.C. 401(k) Profit Sharing Plan in TN ($2M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
- Lycera Corp 401(k) Plan (PA) 22 · 0 off
- H3meier Corporation 401(k) Plan (NE) 22 · 0 off
- Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.