401(k) · DOL Form 5500 · 2024

Capehart and Scatchard, P.a. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
152
Participants Small participant base
87th
Percentile by assets National rank
$448,426
Avg per participant High balance/head
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Official DOL plan name: Capehart & Scatchard, P.a. Retirement Savings Plan · Sponsored by Capehart and Scatchard, P.a. · New Jersey · Professional & Technical Services

$68M in assets, 152 participants

Capehart and Scatchard, P.a.'s Capehart & Scatchard, P.a. Retirement Savings Plan reported $68M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,824 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Capehart & Scatchard, P.a. Retirement Savings Plan covers 152 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $68M.

#17,824
in Professional & Technical Services (20,173 peers)
+10.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Capehart & Scatchard, P.a. Retirement Savings Plan's outsized position by total assets

Capehart & Scatchard, P.a. Retirement Savings Plan vs every filed plan by assets

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

$68,160,759 Top 13% higher than 87% 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

Capehart & Scatchard, P.a. Retirement 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. Capehart & Scatchard, P.a. Retirement Savings Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capehart & Scatchard, P.a. Retirement Savings Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Capehart & Scatchard, P.a. Retirement Savings Plan end-of-year assets rose from $62M in the plan year 2023 filing to $68M in the plan year 2024 filing.
  • Capehart & Scatchard, P.a. Retirement Savings Plan reported participants rose from 150 in the plan year 2023 filing to 152 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 221908951 · Capehart and Scatchard, P.a. PY 2024 · 401(k)

Capehart & Scatchard, P.a. Retirement Savings Plan · $68M · 152 · 87th

  • 5500 $68M
  • ASSETS 152
  • PCT 87th
  • EIN 401(k)
  • RANK near Kelly & Associates Insurance Group, Inc. 401(k) Plan
  • PHOTO ind #17824

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 New Jersey →

Capehart & Scatchard, P.a. Retirement Savings Plan in the asset neighbourhood

Winchester Interconnect 401(k) PlanWinchester Interconnect 401(…$68MWilks Brothers, LLC 401(k) PlanWilks Brothers, LLC 401(k) P…$68MCapehart & Scatchard, P.a. Retirement Savings PlanCapehart & Scatchard, P.a. R…$68MKelly & Associates Insurance Group, Inc. 401(k) PlanKelly & Associates Insurance…$68MAalberts Ips Americas Retirement and Savings Plan.Aalberts Ips Americas Retire…$68M
End-of-year total assets ($M) among Capehart & Scatchard, P.a. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$68M
Net Income$6M
Employer EIN221908951
Plan Effective Date1972-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Capehart and Scatchard, P.a.)

Sponsor-wide plan assets over time

All Capehart and Scatchard, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 29.5766269636719% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.6M $68.2M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 144 $53M
2023 1 150 $62M
2024 1 152 $68M

Nearby 401(k) Plans in New Jersey

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

Capehart & Scatchard, P.a. Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Capehart & Scatchard, P.a. Retirement Savings Plan, Total assets ($B): 0.068160759 · Participants: 152Capehart & Scatchard, P.a. Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Capehart & Scatchard, P.a. Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Capehart & Scatchard, P.a. Retirement Savings Plan side-by-side with 3 peers →

Capehart & Scatchard, P.a. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kelly & Associates Insurance Group, Inc. 401(k) Plan in MD ($68M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Capehart & Scatchard, P.a. Retirement Savings Plan assets move in 2024? ▼
Capehart & Scatchard, P.a. Retirement Savings Plan grew at a solid clip - up 10.5% during 2024, from $62M to $68M. Reported net income was $6M.
How have Capehart and Scatchard, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capehart and Scatchard, P.a.'s sponsor-wide assets grew 29.6%, from $53M to $68M.
Where does Capehart & Scatchard, P.a. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Capehart & Scatchard, P.a. Retirement Savings Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Capehart & Scatchard, P.a. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelly & Associates Insurance Group, Inc. 401(k) Plan in MD ($68M, 533 participants).
Which 401(k) plans cover a similar participant headcount to Capehart & Scatchard, P.a. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Astadia Incorporated 401(k) Plan in MA (152 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 221908951.

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.