401(k) · DOL Form 5500 · 2024

Capital Management Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
20
Participants Small participant base
58th
Percentile by assets National rank
$555,191
Avg per participant High balance/head
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Official DOL plan name: Capital Management Company Employee Profit Sharing Plan · Sponsored by Capital Management Company · Oklahoma · Management of Enterprises

$11M in assets, 20 participants

Capital Management Company's Capital Management Company Employee Profit Sharing Plan reported $11M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #469 in Management of Enterprises (1,133 peers)

What the 2024 filing shows

Capital Management Company Employee Profit Sharing Plan holds $11M for 20 participants - about $555,191 per participant, above the median plan by assets.

#469
in Management of Enterprises (1,133 peers)
+4.8%
assets growth YoY

Capital Management Company Employee Profit Sharing Plan's mid-pack asset rank among Management of Enterprises and all filers

Capital Management Company Employee Profit Sharing Plan vs every filed plan by assets

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

$11,103,814 Top 42% higher than 58% 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

Capital Management Company Employee Profit Sharing 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. Capital Management Company Employee Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capital Management Company Employee Profit Sharing Plan reported net income rose from -$627K in the plan year 2023 filing to $506K in the plan year 2024 filing.
  • Capital Management Company Employee Profit Sharing Plan reported participants fell from 23 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Capital Management Company Employee Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 730713201 · Capital Management Company PY 2024 · 401(k)

Capital Management Company Employee Profit Sharing Plan · $11M · 20 · 58th

  • ASSETS $11M
  • ASSETS 20
  • ASSETS 58th
  • ASSETS 401(k)
  • ASSETS near Maxus Properties, LLC 401(k) Retirement Saving
  • ASSETS ind #469

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 Management of Enterprises retirement plans → · Plans in Oklahoma →

Capital Management Company Employee Profit Sharing Plan in the asset neighbourhood

Capital Management Company Employee Profit Sharing PlanCapital Management Company E…$11MMaxus Properties, LLC 401(k) Retirement SavingMaxus Properties, LLC 401(k)…$11MCommercial Plastics Company 401(k) & Profit Sharing PlanCommercial Plastics Company …$11MSpecialized Retail Stores 401(k) PlanSpecialized Retail Stores 40…$11MEncoded Therapeutics, Inc. 401(k) PlanEncoded Therapeutics, Inc. 4…$11M
End-of-year total assets ($M) among Capital Management Company Employee Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$506K
Employer EIN730713201
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Management Company)

Sponsor-wide plan assets over time

All Capital Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.0763737219738052% vs 2022
2024 filing year
$10.4M$10.6M$10.8M$11M$11.2M$11.4M 202220232024 $11.2M $11.1M ▼ -1.1%
Year Plans Participants Total Assets
2022 1 21 $11M
2023 1 23 $11M
2024 1 20 $11M

Nearby 401(k) Plans in Oklahoma

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

Capital Management Company Employee Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Capital Management Company Employee Profit Sharing Plan, Total assets ($B): 0.011103814 · Participants: 20Capital Management Company Employee Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Capital Management Company Employee Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Capital Management Company Employee Profit Sharing Plan side-by-side with 3 peers →

Capital Management Company Employee Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Maxus Properties, LLC 401(k) Retirement Saving in MO ($11M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Capital Management Company Employee Profit Sharing Plan assets move in 2024? ▼
Capital Management Company Employee Profit Sharing Plan edged up modestly - up 4.8% during 2024, from $11M to $11M. Reported net income was $506K.
How have Capital Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Management Company's sponsor-wide assets declined 1.1%, from $11M to $11M.
Which 401(k) plans are similar in size to Capital Management Company Employee Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maxus Properties, LLC 401(k) Retirement Saving in MO ($11M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Capital Management Company Employee Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 participants, N/A 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 730713201.

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.