401(k) · DOL Form 5500 · 2024

Capell & Howard PC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
55
Participants Small participant base
80th
Percentile by assets National rank
$658,259
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capell & Howard PC 401(k) Profit Sharing Plan & Trust · Sponsored by Capell & Howard PC · Alabama · Professional & Technical Services

$36M in assets, 55 participants

Capell & Howard PC's Capell & Howard PC 401(k) Profit Sharing Plan & Trust reported $36M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,225 in Professional & Technical Services (20,173 peers)

Where Capell & Howard PC 401(k) Profit Sharing Plan & Trust sits by assets

Capell & Howard PC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $36M for 55 participants (~$658,259/participant), up 2.5% in 2024.

#16,225
in Professional & Technical Services (20,173 peers)
+2.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Capell & Howard PC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Capell & Howard PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$36,204,229 Top 20% higher than 80% 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

Capell & Howard PC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capell & Howard PC 401(k) Profit Sharing Plan & Trust is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capell & Howard PC 401(k) Profit Sharing Plan & Trust reported net income fell from $5M in the plan year 2023 filing to $886K in the plan year 2024 filing.
  • Capell & Howard PC 401(k) Profit Sharing Plan & Trust reported participants rose from 43 in the plan year 2023 filing to 55 in the plan year 2024 filing.
  • Capell & Howard PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $35M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 630593542 · Capell & Howard PC PY 2024 · 401(k)

Capell & Howard PC 401(k) Profit Sharing Plan & Trust · $36M · 55 · 80th

  • PCT $36M
  • EIN 55
  • RANK 80th
  • PHOTO 401(k)
  • IND near Silver Eagle Beverages 401(k) Plan
  • EOY ind #16225

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Capell & Howard PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

San Joaquin Refining Company 401(k) PlanSan Joaquin Refining Company…$36MCapell & Howard PC 401(k) Profit Sharing Plan & TrustCapell & Howard PC 401(k) Pr…$36MSilver Eagle Beverages 401(k) PlanSilver Eagle Beverages 401(k…$36MUniversal Stainless & Alloy Products, Inc. Employees 401(k) PlanUniversal Stainless & Alloy …$36MClark & Enersen, Inc. Retirement PlanClark & Enersen, Inc. Retire…$36M
End-of-year total assets ($M) among Capell & Howard PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$36M
Net Income$886K
Employer EIN630593542
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capell & Howard PC)

Sponsor-wide plan assets over time

All Capell & Howard PC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 18.36965887429741% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.6M $36.2M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 48 $31M
2023 1 43 $35M
2024 1 55 $36M

Nearby 401(k) Plans in Alabama

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

Capell & Howard PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Capell & Howard PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.036204229 · Participants: 55Capell & Howard PC 401(k) Profit Sharing Plan & TrustRegions 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
Capell & Howard PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Capell & Howard PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Capell & Howard PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Silver Eagle Beverages 401(k) Plan in TX ($36M); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Capell & Howard PC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Capell & Howard PC 401(k) Profit Sharing Plan & Trust edged up modestly - up 2.5% during 2024, from $35M to $36M. Reported net income was $886K.
How have Capell & Howard PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capell & Howard PC's sponsor-wide assets grew 18.4%, from $31M to $36M.
Where does Capell & Howard PC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Capell & Howard PC 401(k) Profit Sharing Plan & Trust ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Capell & Howard PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Silver Eagle Beverages 401(k) Plan in TX ($36M, 533 participants).
Which 401(k) plans cover a similar participant headcount to Capell & Howard PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M 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 630593542.

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.