401(k) · DOL Form 5500 · 2024

The Capfinancial Group, LLC 401(k) Plan

Data updated 2026-08-25

$323M
Total assets Above avg plan size
1,577
Participants Near avg headcount
96th
Percentile by assets National rank
$205,036
Avg per participant Above avg balance/head
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Official DOL plan name: The Capfinancial Group, LLC 401(k) Plan · Sponsored by The Capfinancial Group, LLC · North Carolina · Finance & Insurance

$323M in assets, 1,577 participants

The Capfinancial Group, LLC's The Capfinancial Group, LLC 401(k) Plan reported $323M in total assets and 1,577 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,976 in Finance & Insurance (8,549 peers)

Where The Capfinancial Group, LLC 401(k) Plan sits by assets

The Capfinancial Group, LLC 401(k) Plan sits in the top 5% of all filed plans by assets, $323M for 1,577 participants (~$205,036/participant), up 26.6% in 2024.

#7,976
in Finance & Insurance (8,549 peers)
+26.6%
assets growth YoY
3.2×
vs typical plan assets (national mean)

The Capfinancial Group, LLC 401(k) Plan's outsized position by total assets

The Capfinancial Group, LLC 401(k) Plan vs every filed plan by assets

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

$323,341,421 Top 4% higher than 96% 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

The Capfinancial Group, LLC 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. The Capfinancial Group, LLC 401(k) Plan lands in the large band (1,577 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Capfinancial Group, LLC 401(k) Plan end-of-year assets rose from $255M in the plan year 2023 filing to $323M in the plan year 2024 filing.
  • The Capfinancial Group, LLC 401(k) Plan reported participants rose from 1,364 in the plan year 2023 filing to 1,577 in the plan year 2024 filing.
  • The Capfinancial Group, LLC 401(k) Plan reported net income fell from $69M in the plan year 2023 filing to $68M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 474009638 · The Capfinancial Group, LLC PY 2024 · 401(k)

The Capfinancial Group, LLC 401(k) Plan · $323M · 1,577 · 96th

  • PCT $323M
  • EIN 1,577
  • RANK 96th
  • PHOTO 401(k)
  • IND near Vegetation and Utility Services Employees 401(k) Savings Plan
  • EOY ind #7976

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 North Carolina →

The Capfinancial Group, LLC 401(k) Plan in the asset neighbourhood

The Manitowoc Company, Inc. 401(k) Retirement PlanThe Manitowoc Company, Inc. …$324MVegetation and Utility Services Employees 401(k) Savings PlanVegetation and Utility Servi…$323MThe Capfinancial Group, LLC 401(k) PlanThe Capfinancial Group, LLC …$323MToast, Inc. 401(k) Plan$323MWyndham Hotel Group Employee Savings PlanWyndham Hotel Group Employee…$323M
End-of-year total assets ($M) among The Capfinancial Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$255M
Net Assets (End of Year)$323M
Net Income$68M
Employer EIN474009638
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Capfinancial Group, LLC)

Sponsor-wide plan assets over time

All The Capfinancial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$323M 73.7392074515792% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $186M $323M ▲ +73.7%
Year Plans Participants Total Assets
2022 1 1,120 $186M
2023 1 1,364 $255M
2024 1 1,577 $323M

Nearby 401(k) Plans in North Carolina

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

The Capfinancial Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants The Capfinancial Group, LLC 401(k) Plan, Total assets ($B): 0.323341421 · Participants: 1577The Capfinancial Group, LLC 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
The Capfinancial Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Capfinancial Group, LLC 401(k) Plan side-by-side with 3 peers →

The Capfinancial Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Vegetation and Utility Services Employees 401(k) Savings Plan in PA ($323M); by covered participants it is The Townsend Corporation Hourly Employees Retirement Savings Plan in IN (1,577 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($323M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,577 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 The Capfinancial Group, LLC 401(k) Plan assets move in 2024? ▼
The Capfinancial Group, LLC 401(k) Plan grew sharply - up 26.6% during 2024, from $255M to $323M. Reported net income was $68M.
How have The Capfinancial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Capfinancial Group, LLC's sponsor-wide assets grew 73.7%, from $186M to $323M.
Where does The Capfinancial Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Capfinancial Group, LLC 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Capfinancial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vegetation and Utility Services Employees 401(k) Savings Plan in PA ($323M, 23,133 participants).
Which 401(k) plans cover a similar participant headcount to The Capfinancial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Townsend Corporation Hourly Employees Retirement Savings Plan in IN (1,577 participants, $5M 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 474009638.

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.