401(k) · DOL Form 5500 · 2024

Capreit Operating Limited Partne 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 335
Participants Below avg headcount: 66th
Percentile by assets National rank: $47,722
Avg per participant Low balance/head

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Official DOL plan name: Capreit 401(k) Plan · Sponsored by Capreit Operating Limited Partne · Maryland · Real Estate

$16M in assets, 335 participants

Capreit Operating Limited Partne's Capreit 401(k) Plan reported $16M in total assets and 335 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

#3,743 in Real Estate (4,605 peers)

Coverage in Maryland

Capreit 401(k) Plan covers 335 participants in Maryland, about 36% of the average Maryland filer (state average ~929 per filing). Assets: $16M.

#3,743
in Real Estate (4,605 peers): +1.2%
assets growth YoY

Capreit 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Capreit 401(k) Plan vs every filed plan by assets

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

$15,986,807 Top 34% higher than 66% 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

Capreit 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. Capreit 401(k) Plan sits mid-pack in the medium band (335 participants).

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%)

Capreit 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $184K in the plan year 2024 filing.
Capreit 401(k) Plan reported participants fell from 363 in the plan year 2023 filing to 335 in the plan year 2024 filing.
Capreit 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 522064504 · Capreit Operating Limited Partne PY 2024 · 401(k)

Capreit 401(k) Plan · $16M · 335 · 66th

5500 $16M
5500 335
5500 66th
5500 401(k)
5500 near Code for America 401(k) Plan
5500 ind #3743

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 Maryland →

End-of-year total assets ($M) among Capreit 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$16M
Net Income	$184K
Employer EIN	522064504
Plan Effective Date	1995-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Capreit Operating Limited Partne)

Latest sponsor-wide plan assets: $16M 11.462113753525545% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	379	$14M
2023	1	363	$16M
2024	1	335	$16M

Nearby 401(k) Plans in Maryland

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

Capreit 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
Marriott Retirement Savings Plan $11.7B · 101,417
T. Rowe Price U.S. Retirement Program $4.9B · 6,639
Nfl Player Second Career Savings Plan $4.1B · 2,771
Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370

Compare Capreit 401(k) Plan side-by-side with 3 peers →

Capreit 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Code for America 401(k) Plan in CA ($16M); by covered participants it is Enstar (US) Inc. 401(k) Plan in FL (335 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Code for America 401(k) Plan (CA) $16M · 172
Thomas E. Keller Trucking, Inc. 401(k) Retirement Savings Plan (OH) $16M · 632
Centrix Incorporated 401(k) Profit Sharing Plan (CT) $16M · 85
Tte Technology, Inc. 401(k) Savings Plan (CA) $16M · 107

Similar participant headcount

Nearest other-state filings by covered participants (335 participants); asset peers above are excluded.

Enstar (US) Inc. 401(k) Plan (FL) 335 · 0 off
Merchants Mutual Capital Accumulation Plan (NY) 335 · 0 off
Los Alamos Technical Associates, Inc. 401(k) and Profit Sharing Plan (NM) 335 · 0 off
Life360, Inc. 401(k) Plan (CA) 335 · 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

How did Capreit 401(k) Plan assets move in 2024? ▼

Capreit 401(k) Plan edged up modestly - up 1.2% during 2024, from $16M to $16M. Reported net income was $184K.

How have Capreit Operating Limited Partne plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Capreit Operating Limited Partne's sponsor-wide assets grew 11.5%, from $14M to $16M.

Which 401(k) plans are similar in size to Capreit 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Code for America 401(k) Plan in CA ($16M, 172 participants).

Which 401(k) plans cover a similar participant headcount to Capreit 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Enstar (US) Inc. 401(k) Plan in FL (335 participants, $134M 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 522064504.