401(k) · DOL Form 5500 · 2024
Capricorn Investment Group, LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $392,786
- Avg per participant High balance/head
Official DOL plan name: Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan · Sponsored by Capricorn Investment Group, LLC · California · Finance & Insurance
$20M in assets, 52 participants
Capricorn Investment Group, LLC's Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan reported $20M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #4,776 in Finance & Insurance (8,549 peers)
Capricorn Investment Group, LLC multi-year trail
Capricorn Investment Group, LLC's plans moved +62.7% in assets from 2022 to 2024; this filing shows Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan at $20M / 52 participants.
- #4,776
- in Finance & Insurance (8,549 peers)
- +27.4%
- assets growth YoY
Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan's outsized position by total assets
Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,424,881 Top 29% higher than 71% 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
Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) 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. Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan is a small filing (52 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan reported participants fell from 60 in the plan year 2023 filing to 52 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 208893021 · Capricorn Investment Group, LLC PY 2024 · 401(k)
Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan · $20M · 52 · 71st
- PHOTO $20M
- IND 52
- EOY 71st
- 5500 401(k)
- ASSETS near Biery Cheese Company Employees Profit Sharing Plan
- PCT ind #4776
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 California →
Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan in the asset neighbourhood
Capricorn Investment Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Capricorn Investment Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 62.72544277512352% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $13M |
| 2023 | 1 | 60 | $16M |
| 2024 | 1 | 52 | $20M |
Capricorn Investment Group, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 208893021 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Capricorn Investment Group LLC and Goodlands Florida Property Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Biery Cheese Company Employees Profit Sharing Plan in OH ($20M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.
- Aceco Machine Works, Inc. 401(k) Plan (ID) 52 · 0 off
- Epic Shine 401(k) Plan (ID) 52 · 0 off
- Blakeman Transportation 401(k) Profit Sharing Plan (TX) 52 · 0 off
- Udall Shumway PLC 401(k) Profit Sharing Plan (AZ) 52 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.