401(k) · DOL Form 5500 · 2024
Capin Crouse LLP 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 210
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $124,611
- Avg per participant Near avg balance/head
Official DOL plan name: Capin Crouse LLP Savings and Investment Plan · Sponsored by Capin Crouse LLP · Indiana · Professional & Technical Services
$26M in assets, 210 participants
Capin Crouse LLP's Capin Crouse LLP Savings and Investment Plan reported $26M in total assets and 210 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #15,136 in Professional & Technical Services (20,173 peers)
Coverage in Indiana
Capin Crouse LLP Savings and Investment Plan covers 210 participants in Indiana, about 39% of the average Indiana filer (state average ~541 per filing). Assets: $26M.
- #15,136
- in Professional & Technical Services (20,173 peers)
- +23.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Capin Crouse LLP Savings and Investment Plan's outsized position by total assets
Capin Crouse LLP Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,168,279 Top 25% higher than 75% 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
Capin Crouse LLP Savings and Investment 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. Capin Crouse LLP Savings and Investment Plan sits mid-pack in the medium band (210 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capin Crouse LLP Savings and Investment Plan end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Capin Crouse LLP Savings and Investment Plan reported participants rose from 188 in the plan year 2023 filing to 210 in the plan year 2024 filing.
- Capin Crouse LLP Savings and Investment Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 363990892 · Capin Crouse LLP PY 2024 · 401(k)
Capin Crouse LLP Savings and Investment Plan · $26M · 210 · 75th
- IND $26M
- IND 210
- IND 75th
- IND 401(k)
- IND near US Healthconnect, Inc. 401(k) Plan
- IND ind #15136
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 Professional & Technical Services retirement plans → · Plans in Indiana →
Capin Crouse LLP Savings and Investment Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $5M |
| Employer EIN | 363990892 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capin Crouse LLP)
Sponsor-wide plan assets over time
All Capin Crouse LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 57.8710976442961% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $17M |
| 2023 | 1 | 188 | $21M |
| 2024 | 1 | 210 | $26M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Capin Crouse LLP Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is US Healthconnect, Inc. 401(k) Plan in PA ($26M); by covered participants it is Impressions Incorporated Profit Sharing and Savings Plan in MN (210 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- US Healthconnect, Inc. 401(k) Plan (PA) $26M · 306
- Infinidat, Inc. 401(k) Profit Sharing Plan (MA) $26M · 135
- Diversified Technologies 401(k) Plan (MA) $26M · 120
- Jewish Senior Life 401(k) Retirement Plan (NY) $26M · 883
Similar participant headcount
Nearest other-state filings by covered participants (210 participants); asset peers above are excluded.
- Impressions Incorporated Profit Sharing and Savings Plan (MN) 210 · 0 off
- Orca Bay Foods, LLC 401(k) Profit Sharing Plan (WA) 210 · 0 off
- Power Advocate, Inc. 401(k) Plan (MA) 210 · 0 off
- Connoisseur Media, LLC 401(k) Plan (CT) 210 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.