401(k) · DOL Form 5500 · 2024

Capital Bank, N.a. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
285
Participants Below avg headcount
78th
Percentile by assets National rank
$114,005
Avg per participant Below avg balance/head
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Official DOL plan name: Capital Bank 401(k) Plan · Sponsored by Capital Bank, N.a. · Maryland · Finance & Insurance

$32M in assets, 285 participants

Capital Bank, N.a.'s Capital Bank 401(k) Plan reported $32M in total assets and 285 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,676 in Finance & Insurance (8,549 peers)

Coverage in Maryland

Capital Bank 401(k) Plan covers 285 participants in Maryland, about 31% of the average Maryland filer (state average ~929 per filing). Assets: $32M.

#5,676
in Finance & Insurance (8,549 peers)
+32.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Capital Bank 401(k) Plan's outsized position by total assets

Capital Bank 401(k) Plan vs every filed plan by assets

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

$32,491,475 Top 22% higher than 78% 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

Capital Bank 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. Capital Bank 401(k) Plan sits mid-pack in the medium band (285 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capital Bank 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Capital Bank 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 522132492 · Capital Bank, N.a. PY 2024 · 401(k)

Capital Bank 401(k) Plan · $32M · 285 · 78th

  • RANK $32M
  • RANK 285
  • RANK 78th
  • RANK 401(k)
  • RANK near 3-Dimensional Services Group 401(k) Plan & Trust
  • RANK ind #5676

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 Maryland →

Capital Bank 401(k) Plan in the asset neighbourhood

Legacy Traditional Schools 401(k) PlanLegacy Traditional Schools 4…$32MCapital Bank 401(k) Plan$32M3-Dimensional Services Group 401(k) Plan & Trust3-Dimensional Services Group…$32MThe Reinvestment Fund 401(k) PlanThe Reinvestment Fund 401(k)…$32MMha of Nyc, Inc. 401(k) Plan$32M
End-of-year total assets ($M) among Capital Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$32M
Net Income$8M
Employer EIN522132492
Plan Effective Date2006-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Bank, N.a.)

Sponsor-wide plan assets over time

All Capital Bank, N.a. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 74.2418944730878% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.7M $32.5M ▲ +74.2%
Year Plans Participants Total Assets
2022 1 274 $19M
2023 1 283 $24M
2024 1 285 $32M

Nearby 401(k) Plans in Maryland

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

Capital Bank 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Capital Bank 401(k) Plan, Total assets ($B): 0.032491475 · Participants: 285Capital Bank 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Capital Bank 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Capital Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is 3-Dimensional Services Group 401(k) Plan & Trust in MI ($32M); by covered participants it is Wright & Filippis, Inc. 401(k) Retirement Plan in MI (285 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (285 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 Capital Bank 401(k) Plan assets move in 2024? ▼
Capital Bank 401(k) Plan surged - up 32.8% during 2024, from $24M to $32M. Reported net income was $8M.
How have Capital Bank, N.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Bank, N.a.'s sponsor-wide assets grew 74.2%, from $19M to $32M.
Where does Capital Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Capital Bank 401(k) Plan ranks in the 78th 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 Capital Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 3-Dimensional Services Group 401(k) Plan & Trust in MI ($32M, 513 participants).
Which 401(k) plans cover a similar participant headcount to Capital Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wright & Filippis, Inc. 401(k) Retirement Plan in MI (285 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 522132492.

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.