Profit Sharing · DOL Form 5500 · 2024
Capio Partners, LLC Profit Sharing Plan
Data updated 2026-07-24
- $11M
- Total assets
- 440
- Participants
- 58th
- Percentile by assets
- $25,532
- Avg per participant
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.
- 58th percentile by assets (of 116,472 plans)
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.
- $11M
- total plan assets (2024 EOY)
- 440
- covered participants
- 58th
- percentile by assets (of 116,472 plans)
- $25,532
- avg assets per participant
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.
Capio Partners, LLC across 2 plan years on file
Across the 2 plan years Capio Partners, LLC has on file (2023-2024), sponsor-wide plan assets have moved from $8M to $11M, a gain of 34.0%, while reported participants moved from 288 to 440 (+52.8%).
Capio Partners, LLC multi-year asset trail
| 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.
Capio Partners, LLC 401(k) Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Capio Partners, LLC 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Capio Partners, LLC 401(k) Plan assets move in 2024? ▼
How have Capio Partners, LLC plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Capio Partners, LLC 401(k) Plan? ▼
Next read for Capio Partners, LLC 401(k) Plan
Multi-year trail
Ways to act on Capio Partners, LLC 401(k) Plan's numbers.
- By total assets, Capio Partners, LLC 401(k) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
- Capio Partners, LLC's sponsor-wide assets have grown 34.0% since 2023 across 2 plan years on file. More Administrative & Support Services plans
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 261896257.
Read our methodology - how this data is sourced, computed, and verified.