401(k) · DOL Form 5500 · 2024

The Capital Markets Company 401(k) Plan

Data updated 2026-08-25

$172M
Total assets Near avg plan size
1,343
Participants Near avg headcount
94th
Percentile by assets National rank
$127,983
Avg per participant Near avg balance/head
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Official DOL plan name: The Capco 401(k) Profit Sharing Plan · Sponsored by The Capital Markets Company · New York · Professional & Technical Services

$172M in assets, 1,343 participants

The Capital Markets Company's The Capco 401(k) Profit Sharing Plan reported $172M in total assets and 1,343 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,104 in Professional & Technical Services (20,173 peers)

Where The Capco 401(k) Profit Sharing Plan sits by assets

The Capco 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $172M for 1,343 participants (~$127,983/participant), up 15.5% in 2024.

#19,104
in Professional & Technical Services (20,173 peers)
+15.5%
assets growth YoY
1.7×
vs typical plan assets (national mean)

The Capco 401(k) Profit Sharing Plan's outsized position by total assets

The Capco 401(k) Profit Sharing Plan vs every filed plan by assets

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

$171,881,165 Top 6% higher than 94% 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

The Capco 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Capco 401(k) Profit Sharing Plan lands in the large band (1,343 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Capco 401(k) Profit Sharing Plan reported net income fell from $30M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • The Capco 401(k) Profit Sharing Plan end-of-year assets rose from $149M in the plan year 2023 filing to $172M in the plan year 2024 filing.
  • The Capco 401(k) Profit Sharing Plan reported participants fell from 1,472 in the plan year 2023 filing to 1,343 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043441053 · The Capital Markets Company PY 2024 · 401(k)

The Capco 401(k) Profit Sharing Plan · $172M · 1,343 · 94th

  • BOY $172M
  • BOY 1,343
  • BOY 94th
  • BOY 401(k)
  • BOY near Star Tribune 401(k) Retirement Savings Plan
  • BOY ind #19104

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 York →

The Capco 401(k) Profit Sharing Plan in the asset neighbourhood

Star Tribune 401(k) Retirement Savings PlanStar Tribune 401(k) Retireme…$172MThe Capco 401(k) Profit Sharing PlanThe Capco 401(k) Profit Shar…$172MAs America, Inc. 401(k) Plan$172MTreasure Holdco, Inc. 401(k) PlanTreasure Holdco, Inc. 401(k)…$172MTreasure Holdco, Inc. 401(k) PlanTreasure Holdco, Inc. 401(k)…$172M
End-of-year total assets ($M) among The Capco 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$149M
Net Assets (End of Year)$172M
Net Income$23M
Employer EIN043441053
Plan Effective Date2017-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Capital Markets Company)

Sponsor-wide plan assets over time

All The Capital Markets Company plans reported in each filing year

Latest sponsor-wide plan assets
$172M 44.15804247386474% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $119M $172M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 1,379 $119M
2023 1 1,472 $149M
2024 1 1,343 $172M

Nearby 401(k) Plans in New York

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

The Capco 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Capco 401(k) Profit Sharing Plan, Total assets ($B): 0.171881165 · Participants: 1343The Capco 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Capco 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Capco 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Capco 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Star Tribune 401(k) Retirement Savings Plan in MN ($172M); by covered participants it is Terteling Employees' Profit Sharing and Thrift Savings Plan in ID (1,343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($172M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,343 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 The Capco 401(k) Profit Sharing Plan assets move in 2024? ▼
The Capco 401(k) Profit Sharing Plan grew sharply - up 15.5% during 2024, from $149M to $172M. Reported net income was $23M.
How have The Capital Markets Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Capital Markets Company's sponsor-wide assets grew 44.2%, from $119M to $172M.
Where does The Capco 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Capco 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Capco 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Star Tribune 401(k) Retirement Savings Plan in MN ($172M, 683 participants).
Which 401(k) plans cover a similar participant headcount to The Capco 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Terteling Employees' Profit Sharing and Thrift Savings Plan in ID (1,343 participants, $183M 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 043441053.

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.