401(k) · DOL Form 5500 · 2024

Capital Investments & Ventures Corp 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
197
Participants Below avg headcount
83rd
Percentile by assets National rank
$222,242
Avg per participant Above avg balance/head
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Official DOL plan name: Padi Savings and Investment Plan · Sponsored by Capital Investments & Ventures Corp · California · Educational Services

$44M in assets, 197 participants

Capital Investments & Ventures Corp's Padi Savings and Investment Plan reported $44M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,522 in Educational Services (3,638 peers)

Coverage in California

Padi Savings and Investment Plan covers 197 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $44M.

#2,522
in Educational Services (3,638 peers)
+20.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Padi Savings and Investment Plan's outsized position by total assets

Padi Savings and Investment Plan vs every filed plan by assets

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

$43,781,745 Top 17% higher than 83% 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

Padi Savings and Investment 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. Padi Savings and Investment Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Padi Savings and Investment Plan end-of-year assets rose from $36M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Padi Savings and Investment Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Padi Savings and Investment Plan reported participants rose from 188 in the plan year 2023 filing to 197 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952964410 · Capital Investments & Ventures Corp PY 2024 · 401(k)

Padi Savings and Investment Plan · $44M · 197 · 83rd

  • RANK $44M
  • RANK 197
  • RANK 83rd
  • RANK 401(k)
  • RANK near Western Electricity Coordinating Council 401(k) Plan
  • RANK ind #2522

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 Educational Services retirement plans → · Plans in California →

Padi Savings and Investment Plan in the asset neighbourhood

Terlato Wine Group, Ltd. Savings and Retirement PlanTerlato Wine Group, Ltd. Sav…$44MPadi Savings and Investment PlanPadi Savings and Investment …$44MWestern Electricity Coordinating Council 401(k) PlanWestern Electricity Coordina…$44MFowler White Burnett P.a. Profit Sharing 401(k) PlanFowler White Burnett P.a. Pr…$44MAirline Hydraulics Corporation Profit Sharing and 401(k) PlanAirline Hydraulics Corporati…$44M
End-of-year total assets ($M) among Padi Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$44M
Net Income$8M
Employer EIN952964410
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Investments & Ventures Corp)

Sponsor-wide plan assets over time

All Capital Investments & Ventures Corp plans reported in each filing year

Latest sponsor-wide plan assets
$44M 49.11114161179382% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $29.4M $43.8M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 170 $29M
2023 1 188 $36M
2024 1 197 $44M

Nearby 401(k) Plans in California

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

Padi Savings and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Padi Savings and Investment Plan, Total assets ($B): 0.043781745 · Participants: 197Padi Savings and Investment PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Padi Savings and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Padi Savings and Investment Plan side-by-side with 3 peers →

Padi Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Western Electricity Coordinating Council 401(k) Plan in UT ($44M); by covered participants it is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Padi Savings and Investment Plan assets move in 2024? ▼
Padi Savings and Investment Plan grew sharply - up 20.7% during 2024, from $36M to $44M. Reported net income was $8M.
How have Capital Investments & Ventures Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Investments & Ventures Corp's sponsor-wide assets grew 49.1%, from $29M to $44M.
Where does Padi Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Padi Savings and Investment Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Padi Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Electricity Coordinating Council 401(k) Plan in UT ($44M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Padi Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants, $17M 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 952964410.

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.