ESOP · DOL Form 5500 · 2024
Capacity Interactive Consulting LLC ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $39,280
- Avg per participant Low balance/head
Official DOL plan name: Capacity Interactive Employee Stock Ownership Plan · Sponsored by Capacity Interactive Consulting LLC · New York · Professional & Technical Services
$3M in assets, 65 participants
Capacity Interactive Consulting LLC's Capacity Interactive Employee Stock Ownership Plan reported $3M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,725 in Professional & Technical Services (20,173 peers)
Capacity Interactive Consulting LLC multi-year trail
Capacity Interactive Consulting LLC's plans moved +131.4% in assets from 2022 to 2024; this filing shows Capacity Interactive Employee Stock Ownership Plan at $3M / 65 participants.
- #5,725
- in Professional & Technical Services (20,173 peers)
- +18.4%
- assets growth YoY
Capacity Interactive Employee Stock Ownership Plan among the smaller filed plans by assets
Capacity Interactive Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,553,222 32nd percentile higher than 32% 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
Capacity Interactive Employee Stock Ownership 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. Capacity Interactive Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capacity Interactive Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $541K in the plan year 2024 filing.
- Capacity Interactive Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Capacity Interactive Employee Stock Ownership Plan reported participants rose from 64 in the plan year 2023 filing to 65 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 464711334 · Capacity Interactive Consulting LLC PY 2024 · ESOP
Capacity Interactive Employee Stock Ownership Plan · $3M · 65 · 32nd
- EBSA $3M
- PART 65
- TYPE 32nd
- NET ESOP
- BOOK near Armstrong Engineering Associates, Inc. Employee Stock Ownership Plan
- VS-ST ind #5725
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 What is an ESOP? → · Plans in New York →
Capacity Interactive Employee Stock Ownership Plan in the asset neighbourhood
Capacity Interactive Consulting LLC multi-year asset trail
Sponsor-wide plan assets over time
All Capacity Interactive Consulting LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 131.36504380873674% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $1M |
| 2023 | 1 | 64 | $2M |
| 2024 | 1 | 65 | $3M |
Capacity Interactive Consulting LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$16M |
| Net Income | $541K |
| Employer EIN | 464711334 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
Capacity Interactive Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Armstrong Engineering Associates, Inc. Employee Stock Ownership Plan in PA ($3M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Armstrong Engineering Associates, Inc. Employee Stock Ownership Plan (PA) $3M · 51
- Van Wert Federal Savings Bank Employee Stock Ownership Plan (OH) $3M · 9
- Guthrie County Bancshares, Inc Employee Stock Ownership Plan (IA) $3M · 18
- Clarkson Grain Company, Inc. Employee Stock Ownership Plan (IL) $3M · 53
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan (NC) 65 · 0 off
- D.K. Gnuse Legacy Employee Stock Ownership Plan (IL) 65 · 0 off
- Oconee Savings & Loan Association Employee Stock Ownership Plan (SC) 65 · 0 off
- Independence Holdings, Inc. Employee Stock Ownership Plan (FL) 65 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.