401(k) · DOL Form 5500 · 2024
Capstone Real Estate Investments, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $59,150
- Avg per participant Low balance/head
Official DOL plan name: Capstone Real Estate Investments, LLC 401(k) Savings Plan · Sponsored by Capstone Real Estate Investments, LLC · Alabama · Real Estate
$8M in assets, 127 participants
Capstone Real Estate Investments, LLC's Capstone Real Estate Investments, LLC 401(k) Savings Plan reported $8M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #3,161 in Real Estate (4,605 peers)
Coverage in Alabama
Capstone Real Estate Investments, LLC 401(k) Savings Plan covers 127 participants in Alabama, about 35% of the average Alabama filer (state average ~360 per filing). Assets: $8M.
- #3,161
- in Real Estate (4,605 peers)
- +23.3%
- assets growth YoY
Capstone Real Estate Investments, LLC 401(k) Savings Plan's mid-pack asset rank among Real Estate and all filers
Capstone Real Estate Investments, LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,512,069 Top 50% higher than 50% 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
Capstone Real Estate Investments, LLC 401(k) Savings 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 Real Estate Investments, LLC 401(k) Savings Plan sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capstone Real Estate Investments, LLC 401(k) Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Capstone Real Estate Investments, LLC 401(k) Savings Plan reported participants rose from 107 in the plan year 2023 filing to 127 in the plan year 2024 filing.
DOL schedule card
Filing strip 800762981 · Capstone Real Estate Investments, LLC PY 2024 · 401(k)
Capstone Real Estate Investments, LLC 401(k) Savings Plan · $8M · 127 · 50th
- 5500 $8M
- 5500 127
- 5500 50th
- 5500 401(k)
- 5500 near Royal Carting Service Co. 401(k) Plan
- 5500 ind #3161
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 Alabama →
Capstone Real Estate Investments, LLC 401(k) Savings Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 800762981 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capstone Real Estate Investments, LLC)
Sponsor-wide plan assets over time
All Capstone Real Estate Investments, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 60.14991958467145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $5M |
| 2023 | 1 | 107 | $6M |
| 2024 | 1 | 127 | $8M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Capstone Real Estate Investments, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Royal Carting Service Co. 401(k) Plan in NY ($8M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 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.