401(k) · DOL Form 5500 · 2024

Captive-Aire Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$161M
Total assets Near avg plan size
2,589
Participants Above avg headcount
93rd
Percentile by assets National rank
$62,304
Avg per participant Low balance/head
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Official DOL plan name: Captive-Aire Systems, Inc. 401(k) Plan · Sponsored by Captive-Aire Systems, Inc. · North Carolina · Manufacturing

$161M in assets, 2,589 participants

Captive-Aire Systems, Inc.'s Captive-Aire Systems, Inc. 401(k) Plan reported $161M in total assets and 2,589 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,993 in Manufacturing (17,777 peers)

Coverage in North Carolina

Captive-Aire Systems, Inc. 401(k) Plan covers 2,589 participants in North Carolina, 3.2x the typical North Carolina plan (state average ~819 per filing). Assets: $161M.

#15,993
in Manufacturing (17,777 peers)
+24.8%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Captive-Aire Systems, Inc. 401(k) Plan's outsized position by total assets

Captive-Aire Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$161,305,326 Top 7% higher than 93% 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

Captive-Aire Systems, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Captive-Aire Systems, Inc. 401(k) Plan lands in the large band (2,589 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Captive-Aire Systems, Inc. 401(k) Plan end-of-year assets rose from $129M in the plan year 2023 filing to $161M in the plan year 2024 filing.
  • Captive-Aire Systems, Inc. 401(k) Plan reported participants rose from 2,413 in the plan year 2023 filing to 2,589 in the plan year 2024 filing.
  • Captive-Aire Systems, Inc. 401(k) Plan reported net income rose from $30M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561300971 · Captive-Aire Systems, Inc. PY 2024 · 401(k)

Captive-Aire Systems, Inc. 401(k) Plan · $161M · 2,589 · 93rd

  • EOY $161M
  • 5500 2,589
  • ASSETS 93rd
  • PCT 401(k)
  • EIN near Bodman PLC Retirement Plan
  • RANK ind #15993

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 Manufacturing retirement plans → · Plans in North Carolina →

Captive-Aire Systems, Inc. 401(k) Plan in the asset neighbourhood

Captive-Aire Systems, Inc. 401(k) PlanCaptive-Aire Systems, Inc. 4…$161MBodman PLC Retirement Plan$161MNova Chemicals Inc. Savings Plan for U.S. EmployeesNova Chemicals Inc. Savings …$161MUrban Science Applications, Inc. 401(k) Profit Sharing PlanUrban Science Applications, …$161MSheet Metal Workers Local 100 401(k) PlanSheet Metal Workers Local 10…$161M
End-of-year total assets ($M) among Captive-Aire Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$161M
Net Income$32M
Employer EIN561300971
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Captive-Aire Systems, Inc.)

Sponsor-wide plan assets over time

All Captive-Aire Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$161M 62.766515187809155% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $99.1M $161M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 2,036 $99M
2023 1 2,413 $129M
2024 1 2,589 $161M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Captive-Aire Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Captive-Aire Systems, Inc. 401(k) Plan, Total assets ($B): 0.161305326 · Participants: 2589Captive-Aire Systems, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Captive-Aire Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Captive-Aire Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Captive-Aire Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Bodman PLC Retirement Plan in MI ($161M); by covered participants it is 9dot 401(k) Plan in CA (2,590 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,589 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 Captive-Aire Systems, Inc. 401(k) Plan assets move in 2024? ▼
Captive-Aire Systems, Inc. 401(k) Plan grew sharply - up 24.8% during 2024, from $129M to $161M. Reported net income was $32M.
How have Captive-Aire Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Captive-Aire Systems, Inc.'s sponsor-wide assets grew 62.8%, from $99M to $161M.
Where does Captive-Aire Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Captive-Aire Systems, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Captive-Aire Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bodman PLC Retirement Plan in MI ($161M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Captive-Aire Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 9dot 401(k) Plan in CA (2,590 participants, $102M 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 561300971.

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.