401(k) · DOL Form 5500 · 2024

Capstone Concepts, LLC 401(k) Plan

Data updated 2026-08-25

$881K
Total assets Small plan by assets
155
Participants Small participant base
22nd
Percentile by assets National rank
$5,684
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capstone Concepts 401(k) Plan · Sponsored by Capstone Concepts, LLC · Tennessee · Food Services & Accommodation

$881K in assets, 155 participants

Capstone Concepts, LLC's Capstone Concepts 401(k) Plan reported $881K in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,057 in Food Services & Accommodation (3,672 peers)

Coverage in Tennessee

Capstone Concepts 401(k) Plan covers 155 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $881K.

#2,057
in Food Services & Accommodation (3,672 peers)
+25.3%
assets growth YoY

Capstone Concepts 401(k) Plan among the smaller filed plans by assets

Capstone Concepts 401(k) Plan vs every filed plan by assets

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

$881,033 22nd percentile higher than 22% 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

Capstone Concepts 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. Capstone Concepts 401(k) Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capstone Concepts 401(k) Plan end-of-year assets rose from $703K in the plan year 2023 filing to $881K in the plan year 2024 filing.
  • Capstone Concepts 401(k) Plan reported net income fell from $197K in the plan year 2023 filing to $178K in the plan year 2024 filing.
  • Capstone Concepts 401(k) Plan reported participants rose from 149 in the plan year 2023 filing to 155 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 454370368 · Capstone Concepts, LLC PY 2024 · 401(k)

Capstone Concepts 401(k) Plan · $881K · 155 · 22nd

  • EIN $881K
  • EIN 155
  • EIN 22nd
  • EIN 401(k)
  • EIN near C.M. Kitchens Construction Co. 401(k) Profit Sharing Plan
  • EIN ind #2057

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 Food Services & Accommodation retirement plans → · Plans in Tennessee →

Capstone Concepts 401(k) Plan in the asset neighbourhood

Capstone Concepts 401(k) Plan$881KC.M. Kitchens Construction Co. 401(k) Profit Sharing PlanC.M. Kitchens Construction C…$881KIconic Packaging Corp. 401(k) PlanIconic Packaging Corp. 401(k…$881KDash West Incorporated 401(k) PlanDash West Incorporated 401(k…$881KCi Distribution 401(k) Plan$881K
End-of-year total assets ($M) among Capstone Concepts 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$703K
Net Assets (End of Year)$881K
Net Income$178K
Employer EIN454370368
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone Concepts, LLC)

Sponsor-wide plan assets over time

All Capstone Concepts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$881K 73.80736315895379% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.51M $0.88M ▲ +72.5%
Year Plans Participants Total Assets
2022 1 126 $507K
2023 1 149 $703K
2024 1 155 $881K

Nearby 401(k) Plans in Tennessee

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

Capstone Concepts 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Capstone Concepts 401(k) Plan, Total assets ($B): 0.000881033 · Participants: 155Capstone Concepts 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Capstone Concepts 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Capstone Concepts 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is C.M. Kitchens Construction Co. 401(k) Profit Sharing Plan in GA ($881K); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($881K here).

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Capstone Concepts 401(k) Plan assets move in 2024? ▼
Capstone Concepts 401(k) Plan grew sharply - up 25.3% during 2024, from $703K to $881K. Reported net income was $178K.
How have Capstone Concepts, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone Concepts, LLC's sponsor-wide assets grew 73.8%, from $507K to $881K.
Where does Capstone Concepts 401(k) Plan rank by assets among Form 5500 filers? ▼
Capstone Concepts 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Capstone Concepts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C.M. Kitchens Construction Co. 401(k) Profit Sharing Plan in GA ($881K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Capstone Concepts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 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 454370368.

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.