401(k) · DOL Form 5500 · 2024
Capri Communities LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 656
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $13,887
- Avg per participant Low balance/head
Official DOL plan name: Capri Senior Communities Retirement Plan · Sponsored by Capri Communities LLC · Wisconsin · Real Estate
$9M in assets, 656 participants
Capri Communities LLC's Capri Senior Communities Retirement Plan reported $9M in total assets and 656 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #3,312 in Real Estate (4,605 peers)
Capri Communities LLC multi-year trail
Capri Communities LLC's plans moved +69.2% in assets from 2022 to 2024; this filing shows Capri Senior Communities Retirement Plan at $9M / 656 participants.
- #3,312
- in Real Estate (4,605 peers)
- +26.5%
- assets growth YoY
Capri Senior Communities Retirement Plan's mid-pack asset rank among Real Estate and all filers
Capri Senior Communities Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,109,589 Top 46% higher than 54% 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
Capri Senior Communities Retirement 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. Capri Senior Communities Retirement Plan sits mid-pack in the medium band (656 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capri Senior Communities Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Capri Senior Communities Retirement Plan reported participants rose from 605 in the plan year 2023 filing to 656 in the plan year 2024 filing.
- Capri Senior Communities Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 392030637 · Capri Communities LLC PY 2024 · 401(k)
Capri Senior Communities Retirement Plan · $9M · 656 · 54th
- TYPE $9M
- TYPE 656
- TYPE 54th
- TYPE 401(k)
- TYPE near Insight Credit Union Employees Savings Plan
- TYPE ind #3312
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 Real Estate retirement plans → · Plans in Wisconsin →
Capri Senior Communities Retirement Plan in the asset neighbourhood
Capri Communities LLC multi-year asset trail
Sponsor-wide plan assets over time
All Capri Communities LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 69.15456411117243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 552 | $5M |
| 2023 | 1 | 605 | $7M |
| 2024 | 1 | 656 | $9M |
Capri Communities LLC filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 392030637 |
| Plan Effective Date | 1997-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Capri Senior Communities Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Insight Credit Union Employees Savings Plan in FL ($9M); by covered participants it is City Ventures 401(k) Plan in NE (656 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (656 participants); asset peers above are excluded.
- City Ventures 401(k) Plan (NE) 656 · 0 off
- Transcendia, Inc. 401(k) and Profit Sharing Plan (IL) 656 · 0 off
- Nci Retirement Plan (MI) 656 · 0 off
- University Orthopedics, Inc. 401(k) Plan (RI) 656 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.