401(k) · DOL Form 5500 · 2024

The Capfinancial Group, LLC 401(k) Plan

Data updated 2026-08-11

$323M
Total assets: 1,577
Participants: 96th
Percentile by assets: $205,036
Avg per participant

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.

96th percentile by assets (of 123,622 plans)
#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.

$323M
total plan assets (2024 EOY): 1,577
covered participants: 96th
percentile by assets (of 123,622 plans): $205,036
avg assets per participant

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 →

State

North Carolina

Industry

Finance & Insurance

The Capfinancial Group, LLC 401(k) Plan vs the 2024 asset distribution

By assets, The Capfinancial Group, LLC 401(k) Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$255M
Net Assets (End of Year)	$323M
Net Income	$68M
Employer EIN	474009638
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Capfinancial Group, LLC)

Total plan assets by year, all The Capfinancial Group, LLC plans on file

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

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare The Capfinancial Group, LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Capfinancial Group, LLC 401(k) Plan by total assets, not by location.

Vegetation and Utility Services Employees 401(k) Savings Plan (PA) $323M · 23,133
Toast, Inc. 401(k) Plan (MA) $323M · 4,696
Wyndham Hotel Group Employee Savings Plan (NJ) $323M · 1,141
The Manitowoc Company, Inc. 401(k) Retirement Plan (WI) $324M · 1,720

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).

Next read for The Capfinancial Group, LLC 401(k) Plan

Scale reading

Ways to act on The Capfinancial Group, LLC 401(k) Plan's numbers.

By total assets, The Capfinancial Group, LLC 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
The Capfinancial Group, LLC's sponsor-wide assets have grown 73.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.