401(k) · DOL Form 5500 · 2022

Capstone Management LLC 401(k) Plan

Data updated 2026-08-25

$322K
Total assets Small plan by assets
253
Participants Below avg headcount
14th
Percentile by assets National rank
$1,274
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

$322K in assets, 253 participants

Capstone Management LLC's Capstone Facilities 401(k) Plan reported $322K in total assets and 253 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,087 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Capstone Facilities 401(k) Plan covers 253 participants in Iowa, about 42% of the average Iowa filer (state average ~609 per filing). Assets: $322K.

#2,087
in Healthcare & Social Assistance (20,060 peers)
+25.7%
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 2022 · DOL Form 5500

$322,323 14th percentile higher than 14% of 139,123 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 2022

Capstone Facilities 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 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 (253 participants).

Published 5500 schedule card

Filing strip 383943640 · Capstone Management LLC PY 2022 · 401(k)

Capstone Facilities 401(k) Plan · $322K · 253 · 14th

  • EBSA $322K
  • EBSA 253
  • EBSA 14th
  • EBSA 401(k)
  • EBSA near Patrick Family Retirement Plan
  • EBSA ind #2087

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…$322KPatrick Family Retirement PlanPatrick Family Retirement Pl…$322KWright Brothers, Inc Retirement PlanWright Brothers, Inc Retirem…$322KRama Mulpuri Md PLLC 401(k) PlanRama Mulpuri Md PLLC 401(k) …$322KNever Too Late Inc. 401(k) PlanNever Too Late Inc. 401(k) P…$322K
End-of-year total assets ($M) among Capstone Facilities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$256K
Net Assets (End of Year)$322K
Net Income$66K
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. -20000020000400006000080000 -101234 Total assets ($B) Participants Capstone Facilities 401(k) Plan, Total assets ($B): 0.000322323 · Participants: 253Capstone Facilities 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 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 Patrick Family Retirement Plan in OR ($322K); by covered participants it is Hefren-Tillotson, Inc. Retirement Income Plan and Trust in PA (253 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($322K here).

Similar participant headcount

Nearest other-state filings by covered participants (253 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
Capstone Facilities 401(k) Plan grew sharply - up 25.7% during 2022, from $256K to $322K. Reported net income was $66K.
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 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (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 Patrick Family Retirement Plan in OR ($322K, 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 Hefren-Tillotson, Inc. Retirement Income Plan and Trust in PA (253 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.