Profit Sharing · DOL Form 5500 · 2024
Capio Partners, LLC Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 440
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $25,532
- Avg per participant Low balance/head
Official DOL plan name: Capio Partners, LLC 401(k) Plan · Sponsored by Capio Partners, LLC · Texas · Administrative & Support Services
$11M in assets, 440 participants
Capio Partners, LLC's Capio Partners, LLC 401(k) Plan reported $11M in total assets and 440 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,350 in Administrative & Support Services (4,368 peers)
Capio Partners, LLC multi-year trail
Capio Partners, LLC's plans moved +34.0% in assets from 2023 to 2024; this filing shows Capio Partners, LLC 401(k) Plan at $11M / 440 participants.
- #3,350
- in Administrative & Support Services (4,368 peers)
- +34.0%
- assets growth YoY
Capio Partners, LLC 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers
Capio Partners, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,234,227 Top 42% higher than 58% 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
Capio Partners, LLC 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. Capio Partners, LLC 401(k) Plan sits mid-pack in the medium band (440 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capio Partners, LLC 401(k) Plan reported participants rose from 288 in the plan year 2023 filing to 440 in the plan year 2024 filing.
- Capio Partners, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 261896257 · Capio Partners, LLC PY 2024 · Profit Sharing
Capio Partners, LLC 401(k) Plan · $11M · 440 · 58th
- NET $11M
- NET 440
- NET 58th
- NET Profit Sharing
- NET near Jasmine Vineyards, Inc. Profit Sharing Plan
- NET ind #3350
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 Administrative & Support Services retirement plans → · Plans in Texas →
Capio Partners, LLC 401(k) Plan in the asset neighbourhood
Capio Partners, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Capio Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 34.043992363679756% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 288 | $8M |
| 2024 | 1 | 440 | $11M |
Capio Partners, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 261896257 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Capio Partners, LLC 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Jasmine Vineyards, Inc. Profit Sharing Plan in CA ($11M); by covered participants it is N.E.C.a.-I.B.E.W. Local Union No. 35 Annuity Plan in CT (440 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (440 participants); asset peers above are excluded.
- N.E.C.a.-I.B.E.W. Local Union No. 35 Annuity Plan (CT) 440 · 0 off
- New Horizons Pension Plan (FL) 441 · 1 off
- Hawaii Island Community Health Center 403(b) Plan (HI) 441 · 1 off
- Heritage Pointe Communities 403(b) Plan (IN) 441 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.