401(k) · DOL Form 5500 · 2024
Arizona Capital Source 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $293,780
- Avg per participant High balance/head
Official DOL plan name: Arizona Capital Source 401(k) Plan · Sponsored by Arizona Capital Source · Arizona · Finance & Insurance
$5M in assets, 16 participants
Arizona Capital Source's Arizona Capital Source 401(k) Plan reported $5M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #2,349 in Finance & Insurance (8,549 peers)
Arizona Capital Source multi-year trail
Arizona Capital Source's plans moved +18.1% in assets from 2022 to 2024; this filing shows Arizona Capital Source 401(k) Plan at $5M / 16 participants.
- #2,349
- in Finance & Insurance (8,549 peers)
- +17.0%
- assets growth YoY
Arizona Capital Source 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Arizona Capital Source 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,700,480 41st percentile higher than 41% 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
Arizona Capital Source 401(k) 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. Arizona Capital Source 401(k) Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Arizona Capital Source 401(k) Plan reported net income rose from $38K in the plan year 2023 filing to $682K in the plan year 2024 filing.
- Arizona Capital Source 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Arizona Capital Source 401(k) Plan reported participants fell from 17 in the plan year 2023 filing to 16 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860403989 · Arizona Capital Source PY 2024 · 401(k)
Arizona Capital Source 401(k) Plan · $5M · 16 · 41st
- NET $5M
- BOOK 16
- VS-ST 41st
- BOY 401(k)
- SCH near Bbl Hospitality Group 401(k) Retirement Savings Plan and Trust
- EBSA ind #2349
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 Finance & Insurance retirement plans → · Plans in Arizona →
Arizona Capital Source 401(k) Plan in the asset neighbourhood
Arizona Capital Source multi-year asset trail
Sponsor-wide plan assets over time
All Arizona Capital Source plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 18.079549353969856% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $4M |
| 2023 | 1 | 17 | $4M |
| 2024 | 1 | 16 | $5M |
Arizona Capital Source filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $682K |
| Employer EIN | 860403989 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Arizona Capital Source 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Bbl Hospitality Group 401(k) Retirement Savings Plan and Trust in NY ($5M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.