ESOP · DOL Form 5500 · 2024
Capitol Bearing Service of Austin, Inc. ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 49
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $256,985
- Avg per participant Above avg balance/head
Official DOL plan name: Capitol Bearing & Hydraulics Employee Stock Ownership Plan · Sponsored by Capitol Bearing Service of Austin, Inc. · Texas · Wholesale Trade
$13M in assets, 49 participants
Capitol Bearing Service of Austin, Inc.'s Capitol Bearing & Hydraulics Employee Stock Ownership Plan reported $13M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #3,218 in Wholesale Trade (6,080 peers)
Capitol Bearing Service of Austin, Inc. multi-year trail
Capitol Bearing Service of Austin, Inc.'s plans moved +11.8% in assets from 2022 to 2024; this filing shows Capitol Bearing & Hydraulics Employee Stock Ownership Plan at $13M / 49 participants.
- #3,218
- in Wholesale Trade (6,080 peers)
- -2.9%
- assets change YoY
The plan reported a net loss of $230K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capitol Bearing & Hydraulics Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
Capitol Bearing & Hydraulics Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,592,243 Top 39% higher than 61% 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
Capitol Bearing & Hydraulics Employee Stock Ownership 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. Capitol Bearing & Hydraulics Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capitol Bearing & Hydraulics Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$230K in the plan year 2024 filing.
- Capitol Bearing & Hydraulics Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Capitol Bearing & Hydraulics Employee Stock Ownership Plan reported participants fell from 50 in the plan year 2023 filing to 49 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 742291163 · Capitol Bearing Service of Austin, Inc. PY 2024 · ESOP
Capitol Bearing & Hydraulics Employee Stock Ownership Plan · $13M · 49 · 61st
- PART $13M
- PART 49
- PART 61st
- PART ESOP
- PART near C & C Manufacturing, Inc. Employee Stock Ownership Plan
- PART ind #3218
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 What is an ESOP? → · Plans in Texas →
Capitol Bearing & Hydraulics Employee Stock Ownership Plan in the asset neighbourhood
Capitol Bearing Service of Austin, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Capitol Bearing Service of Austin, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 11.770834091505812% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $11M |
| 2023 | 1 | 50 | $13M |
| 2024 | 1 | 49 | $13M |
Capitol Bearing Service of Austin, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$230K |
| Employer EIN | 742291163 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
- Highland Homes Employee Stock Ownership Plan $983M · 891
- Austin Industries Employee Stock Ownership Plan $527M · 7,703
- Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350
Capitol Bearing & Hydraulics Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is C & C Manufacturing, Inc. Employee Stock Ownership Plan in IN ($13M); by covered participants it is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (49 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.