401(k) · DOL Form 5500 · 2024

Capital Management Services, LP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
366
Participants Below avg headcount
65th
Percentile by assets National rank
$42,998
Avg per participant Low balance/head
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Official DOL plan name: Capital Management Services, LP 401(k) Retirement Plan · Sponsored by Capital Management Services, LP · New York · Finance & Insurance

$16M in assets, 366 participants

Capital Management Services, LP's Capital Management Services, LP 401(k) Retirement Plan reported $16M in total assets and 366 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,234 in Finance & Insurance (8,549 peers)

Coverage in New York

Capital Management Services, LP 401(k) Retirement Plan covers 366 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $16M.

#4,234
in Finance & Insurance (8,549 peers)
+13.8%
assets growth YoY

Capital Management Services, LP 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Capital Management Services, LP 401(k) Retirement Plan vs every filed plan by assets

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

$15,737,255 Top 35% higher than 65% 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

Capital Management Services, LP 401(k) Retirement 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. Capital Management Services, LP 401(k) Retirement Plan sits mid-pack in the medium band (366 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capital Management Services, LP 401(k) Retirement Plan reported participants fell from 460 in the plan year 2023 filing to 366 in the plan year 2024 filing.
  • Capital Management Services, LP 401(k) Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Capital Management Services, LP 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 331095529 · Capital Management Services, LP PY 2024 · 401(k)

Capital Management Services, LP 401(k) Retirement Plan · $16M · 366 · 65th

  • EIN $16M
  • EIN 366
  • EIN 65th
  • EIN 401(k)
  • EIN near Renewaire, LLC Retirement Saving Plan & Trust 2
  • EIN ind #4234

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 New York →

Capital Management Services, LP 401(k) Retirement Plan in the asset neighbourhood

Capital Management Services, LP 401(k) Retirement PlanCapital Management Services,…$16MRenewaire, LLC Retirement Saving Plan & Trust 2Renewaire, LLC Retirement Sa…$16MWell Care Home Health Care Retirement Savings PlanWell Care Home Health Care R…$16MWhat If Media Group, LLC Profit Sharing PlanWhat If Media Group, LLC Pro…$16MFlood, Bumstead, Mccready, & Mccarthy, Inc. 401(k) Profit Sharing Plan and TrustFlood, Bumstead, Mccready, &…$16M
End-of-year total assets ($M) among Capital Management Services, LP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN331095529
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Management Services, LP)

Sponsor-wide plan assets over time

All Capital Management Services, LP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 30.542956829280172% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.1M $15.7M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 552 $12M
2023 1 460 $14M
2024 1 366 $16M

Nearby 401(k) Plans in New York

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

Capital Management Services, LP 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Capital Management Services, LP 401(k) Retirement Plan, Total assets ($B): 0.015737255 · Participants: 366Capital Management Services, LP 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Capital Management Services, LP 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Capital Management Services, LP 401(k) Retirement Plan side-by-side with 3 peers →

Capital Management Services, LP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Renewaire, LLC Retirement Saving Plan & Trust 2 in WI ($16M); by covered participants it is Bracco Medical Technologies 401(k) Plan in MN (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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 Capital Management Services, LP 401(k) Retirement Plan assets move in 2024? ▼
Capital Management Services, LP 401(k) Retirement Plan grew at a solid clip - up 13.8% during 2024, from $14M to $16M. Reported net income was $2M.
How have Capital Management Services, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Management Services, LP's sponsor-wide assets grew 30.5%, from $12M to $16M.
Which 401(k) plans are similar in size to Capital Management Services, LP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Renewaire, LLC Retirement Saving Plan & Trust 2 in WI ($16M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Capital Management Services, LP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bracco Medical Technologies 401(k) Plan in MN (366 participants, $71M 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 331095529.

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.