401(k) · DOL Form 5500 · 2024

Capstan California, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 31
Participants Small participant base: 25th
Percentile by assets National rank: $39,577
Avg per participant Low balance/head

Official DOL plan name: Capstan California Tax Favored Savings & Investment Plan · Sponsored by Capstan California, Inc. · California · Manufacturing

$1M in assets, 31 participants

Capstan California, Inc.'s Capstan California Tax Favored Savings & Investment Plan reported $1M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

#1,917 in Manufacturing (17,777 peers)

What the 2024 filing shows

Capstan California Tax Favored Savings & Investment Plan holds $1M for 31 participants - about $39,577 per participant, in the lower half of filed plans by assets.

#1,917
in Manufacturing (17,777 peers): $89K
reported net income

Capstan California Tax Favored Savings & Investment Plan among the smaller filed plans by assets

Capstan California Tax Favored Savings & Investment Plan vs every filed plan by assets

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

$1,226,895 25th percentile higher than 25% 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

Capstan California Tax Favored Savings & Investment 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. Capstan California Tax Favored Savings & Investment Plan is a small filing (31 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 931156044 · Capstan California, Inc. PY 2024 · 401(k)

Capstan California Tax Favored Savings & Investment Plan · $1M · 31 · 25th

5500 $1M
ASSETS 31
PCT 25th
EIN 401(k)
RANK near Boon Capital Advisors, LLC 401(k) Plan
PHOTO ind #1917

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 California →

End-of-year total assets ($M) among Capstan California Tax Favored Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$1M
Net Income	$89K
Employer EIN	931156044
Plan Effective Date	2024-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Capstan California Tax Favored Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Capstan California Tax Favored Savings & Investment Plan side-by-side with 3 peers →

Capstan California Tax Favored Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Boon Capital Advisors, LLC 401(k) Plan in IL ($1M); by covered participants it is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Boon Capital Advisors, LLC 401(k) Plan (IL) $1M · 2
Dekalb Optometric Associates, P.C. Eqrp Salary Reduction Plan (IL) $1M · 10
The Dagino Group, Inc. 401(k) Profit Sharing Plan (PA) $1M · 2
Diverse Enterprises, Inc. Retirement Plan (MN) $1M · 10

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan (TX) 31 · 0 off
Jabezco Industrial Group, Inc. 401(k) Plan (TN) 31 · 0 off
Northwest Ohio Surgical Centers, Inc. 401(k) Plan (OH) 31 · 0 off
Coact, Inc. 401(k) Plan (MD) 31 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Capstan California Tax Favored Savings & Investment Plan rank by assets among Form 5500 filers? ▼

Capstan California Tax Favored Savings & Investment Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).

Which 401(k) plans are similar in size to Capstan California Tax Favored Savings & Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Boon Capital Advisors, LLC 401(k) Plan in IL ($1M, 2 participants).

Which 401(k) plans cover a similar participant headcount to Capstan California Tax Favored Savings & Investment Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants, $5M 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 931156044.