401(k) · DOL Form 5500 · 2024

Capstone Management LLC 401(k) Plan

Data updated 2026-08-25

$256K
Total assets Small plan by assets
265
Participants Below avg headcount
12th
Percentile by assets National rank
$968
Avg per participant Low balance/head
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Official DOL plan name: Capstone Facilities 401(k) Plan · Sponsored by Capstone Management LLC · Iowa · Healthcare & Social Assistance

$256K in assets, 265 participants

Capstone Management LLC's Capstone Facilities 401(k) Plan reported $256K in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,438 in Healthcare & Social Assistance (16,916 peers)

Coverage in Iowa

Capstone Facilities 401(k) Plan covers 265 participants in Iowa, about 44% of the average Iowa filer (state average ~609 per filing). Assets: $256K.

#1,438
in Healthcare & Social Assistance (16,916 peers)
+117.0%
assets growth YoY

Capstone Facilities 401(k) Plan among the smaller filed plans by assets

Capstone Facilities 401(k) Plan vs every filed plan by assets

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

$256,388 12th percentile higher than 12% 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

Capstone Facilities 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. Capstone Facilities 401(k) Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Capstone Facilities 401(k) Plan reported net income rose from $66K in the plan year 2022 filing to $138K in the plan year 2024 filing.
  • Capstone Facilities 401(k) Plan end-of-year assets fell from $322K in the plan year 2022 filing to $256K in the plan year 2024 filing.
  • Capstone Facilities 401(k) Plan reported participants rose from 253 in the plan year 2022 filing to 265 in the plan year 2024 filing.

See the national 2022→2024 release diff →

EBSA filing schedule strip

Filing strip 383943640 · Capstone Management LLC PY 2024 · 401(k)

Capstone Facilities 401(k) Plan · $256K · 265 · 12th

  • EBSA $256K
  • PART 265
  • TYPE 12th
  • NET 401(k)
  • BOOK near Innrich Corporation 401(k) Plan
  • VS-ST ind #1438

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Capstone Facilities 401(k) Plan in the asset neighbourhood

Capstone Facilities 401(k) PlanCapstone Facilities 401(k) P…$256KInnrich Corporation 401(k) PlanInnrich Corporation 401(k) P…$256KDjw Service Corporation, Inc. 401(k) Profit Sharing PlanDjw Service Corporation, Inc…$256KDaily's Bayside Enterprises, Inc. 401(k) PlanDaily's Bayside Enterprises,…$256KAbbetor, Inc. 401(k) Plan$256K
End-of-year total assets ($M) among Capstone Facilities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$118K
Net Assets (End of Year)$256K
Net Income$138K
Employer EIN383943640
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone Management LLC)

Sponsor-wide plan assets over time

All Capstone Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$375K 16.19679638126972% vs 2022
2024 filing year
$0.3M$0.32M$0.34M$0.36M$0.38M 20222024 $0.32M $0.37M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 253 $322K
2024 2 265 $375K

Nearby 401(k) Plans in Iowa

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

Capstone Facilities 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Capstone Facilities 401(k) Plan, Total assets ($B): 0.000256388 · Participants: 265Capstone Facilities 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Capstone Facilities 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Capstone Facilities 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Innrich Corporation 401(k) Plan in CO ($256K); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($256K here).

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Capstone Facilities 401(k) Plan assets move in 2024? ▼
Capstone Facilities 401(k) Plan surged - up 117.0% during 2024, from $118K to $256K. Reported net income was $138K.
How have Capstone Management LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Capstone Management LLC's sponsor-wide assets grew 16.2%, from $322K to $375K.
Where does Capstone Facilities 401(k) Plan rank by assets among Form 5500 filers? ▼
Capstone Facilities 401(k) Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Capstone Facilities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Innrich Corporation 401(k) Plan in CO ($256K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Capstone Facilities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (265 participants, $29M 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 383943640.

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.