Profit Sharing · DOL Form 5500 · 2024

Capaquarian Management Inc. Profit Sharing Plan

Data updated 2026-08-25

$290K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$96,569
Avg per participant Below avg balance/head
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Official DOL plan name: Capaquarian Management Inc. Retirement Plan · Sponsored by Capaquarian Management Inc. · California · Retail Trade

$290K in assets, 3 participants

Capaquarian Management Inc.'s Capaquarian Management Inc. Retirement Plan reported $290K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,752 in Retail Trade (8,048 peers)

What the 2024 filing shows

Capaquarian Management Inc. Retirement Plan holds $290K for 3 participants - about $96,569 per participant, among the smaller plans by assets on file.

#1,752
in Retail Trade (8,048 peers)
-0.8%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capaquarian Management Inc. Retirement Plan among the smaller filed plans by assets

Capaquarian Management Inc. Retirement Plan vs every filed plan by assets

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

$289,706 13th percentile higher than 13% 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

Capaquarian Management Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capaquarian Management Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capaquarian Management Inc. Retirement Plan reported net income fell from $292K in the plan year 2023 filing to -$2K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 921325581 · Capaquarian Management Inc. PY 2024 · Profit Sharing

Capaquarian Management Inc. Retirement Plan · $290K · 3 · 13th

  • IND $290K
  • IND 3
  • IND 13th
  • IND Profit Sharing
  • IND near Jose R Cruz Cestero Retirement Plan
  • IND ind #1752

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 Retail Trade retirement plans → · Plans in California →

Capaquarian Management Inc. Retirement Plan in the asset neighbourhood

Capaquarian Management Inc. Retirement PlanCapaquarian Management Inc. …$290KJose R Cruz Cestero Retirement PlanJose R Cruz Cestero Retireme…$290KThe Wurlitzer Pizza Company, Inc. Profit Sharing PlanThe Wurlitzer Pizza Company,…$290KClean Heart, Inc. Retirement PlanClean Heart, Inc. Retirement…$290KJonathan a. Melendez Hernandez Retirement PlanJonathan a. Melendez Hernand…$290K
End-of-year total assets ($M) among Capaquarian Management Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$292K
Net Assets (End of Year)$290K
Net Income-$2K
Employer EIN921325581
Plan Effective Date2023-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Capaquarian Management Inc.)

Sponsor-wide plan assets over time

All Capaquarian Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$290K 0.788674321681866% vs 2023
2024 filing year
$0.29M 20232024 $0.29M $0.29M ▲ +0.0%
Year Plans Participants Total Assets
2023 1 N/A $292K
2024 1 3 $290K

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Capaquarian Management Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Capaquarian Management Inc. Retirement Plan, Total assets ($B): 0.000289706 · Participants: 3Capaquarian Management Inc. Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Capaquarian Management Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Capaquarian Management Inc. Retirement Plan side-by-side with 3 peers →

Capaquarian Management Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jose R Cruz Cestero Retirement Plan in PR ($290K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Capaquarian Management Inc. Retirement Plan assets move in 2024? ▼
Capaquarian Management Inc. Retirement Plan held essentially flat - down 0.8% during 2024, from $292K to $290K. Reported net income was -$2K.
How have Capaquarian Management Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Capaquarian Management Inc.'s sponsor-wide assets declined 0.8%, from $292K to $290K.
Where does Capaquarian Management Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Capaquarian Management Inc. Retirement Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Capaquarian Management Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose R Cruz Cestero Retirement Plan in PR ($290K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Capaquarian Management Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 921325581.

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.