401(k) · DOL Form 5500 · 2024

Capstone Management, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
353
Participants Below avg headcount
76th
Percentile by assets National rank
$77,418
Avg per participant Below avg balance/head
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Official DOL plan name: Capstone Management, LLC 401(k) Plan · Sponsored by Capstone Management, LLC · Florida · Manufacturing

$27M in assets, 353 participants

Capstone Management, LLC's Capstone Management, LLC 401(k) Plan reported $27M in total assets and 353 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,873 in Manufacturing (17,777 peers)

Where Capstone Management, LLC 401(k) Plan sits by assets

Capstone Management, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 353 participants (~$77,418/participant), up 23.4% in 2024.

#11,873
in Manufacturing (17,777 peers)
+23.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Capstone Management, LLC 401(k) Plan's outsized position by total assets

Capstone Management, LLC 401(k) Plan vs every filed plan by assets

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

$27,328,717 Top 24% higher than 76% 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 Management, LLC 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 Management, LLC 401(k) Plan sits mid-pack in the medium band (353 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capstone Management, LLC 401(k) Plan reported participants rose from 280 in the plan year 2023 filing to 353 in the plan year 2024 filing.
  • Capstone Management, LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Capstone Management, LLC 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 264146792 · Capstone Management, LLC PY 2024 · 401(k)

Capstone Management, LLC 401(k) Plan · $27M · 353 · 76th

  • PART $27M
  • TYPE 353
  • NET 76th
  • BOOK 401(k)
  • VS-ST near Action Behavior Centers 401(k) Plan
  • BOY ind #11873

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 Manufacturing retirement plans → · Plans in Florida →

Capstone Management, LLC 401(k) Plan in the asset neighbourhood

Capstone Management, LLC 401(k) PlanCapstone Management, LLC 401…$27MAction Behavior Centers 401(k) PlanAction Behavior Centers 401(…$27MFresno Truck Center 401(k) PlanFresno Truck Center 401(k) P…$27MMiller Welding & Machine Company 401(k) Profit Sharing PlanMiller Welding & Machine Com…$27MCenclearretirement Savings Plan.Cenclearretirement Savings P…$27M
End-of-year total assets ($M) among Capstone Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN264146792
Plan Effective Date2006-03-10
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
$27M 57.01518223665269% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $27.3M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 250 $17M
2023 1 280 $22M
2024 1 353 $27M

Nearby 401(k) Plans in Florida

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

Capstone Management, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Capstone Management, LLC 401(k) Plan, Total assets ($B): 0.027328717 · Participants: 353Capstone Management, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Capstone Management, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Capstone Management, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Action Behavior Centers 401(k) Plan in TX ($27M); by covered participants it is Extraco Corporation Retirement Plan in TX (353 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (353 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 Management, LLC 401(k) Plan assets move in 2024? ▼
Capstone Management, LLC 401(k) Plan grew sharply - up 23.4% during 2024, from $22M to $27M. Reported net income was $5M.
How have Capstone Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone Management, LLC's sponsor-wide assets grew 57.0%, from $17M to $27M.
Where does Capstone Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Capstone Management, LLC 401(k) Plan ranks in the 76th 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 Capstone Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Action Behavior Centers 401(k) Plan in TX ($27M, 7,218 participants).
Which 401(k) plans cover a similar participant headcount to Capstone Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Extraco Corporation Retirement Plan in TX (353 participants, $60M 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 264146792.

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.