401(k) · DOL Form 5500 · 2024

Capstone on-Campus Mangement, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
308
Participants Below avg headcount
73rd
Percentile by assets National rank
$77,345
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capstone on-Campus Management, LLC 401(k) Savings Plan · Sponsored by Capstone on-Campus Mangement, LLC · Alabama · Real Estate

$24M in assets, 308 participants

Capstone on-Campus Mangement, LLC's Capstone on-Campus Management, LLC 401(k) Savings Plan reported $24M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,010 in Real Estate (4,605 peers)

Capstone on-Campus Mangement, LLC multi-year trail

Capstone on-Campus Mangement, LLC's plans moved +49.2% in assets from 2022 to 2024; this filing shows Capstone on-Campus Management, LLC 401(k) Savings Plan at $24M / 308 participants.

#4,010
in Real Estate (4,605 peers)
+13.0%
assets growth YoY

Capstone on-Campus Management, LLC 401(k) Savings Plan's outsized position by total assets

Capstone on-Campus Management, LLC 401(k) Savings Plan vs every filed plan by assets

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

$23,822,277 Top 27% higher than 73% 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

Capstone on-Campus Management, LLC 401(k) Savings 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. Capstone on-Campus Management, LLC 401(k) Savings Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capstone on-Campus Management, LLC 401(k) Savings Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Capstone on-Campus Management, LLC 401(k) Savings Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Capstone on-Campus Management, LLC 401(k) Savings Plan reported participants fell from 318 in the plan year 2023 filing to 308 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 562440563 · Capstone on-Campus Mangement, LLC PY 2024 · 401(k)

Capstone on-Campus Management, LLC 401(k) Savings Plan · $24M · 308 · 73rd

  • VS-ST $24M
  • VS-ST 308
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Klaben Automotive Group Employees Retirement Plan
  • VS-ST ind #4010

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 Real Estate retirement plans → · Plans in Alabama →

Capstone on-Campus Management, LLC 401(k) Savings Plan in the asset neighbourhood

St. Mary's Bank 401(k) Plan$24MCapstone on-Campus Management, LLC 401(k) Savings PlanCapstone on-Campus Managemen…$24MKlaben Automotive Group Employees Retirement PlanKlaben Automotive Group Empl…$24MD-Patrick, Inc. 401(k) Profit Sharing PlanD-Patrick, Inc. 401(k) Profi…$24MHudson Technologies 401(k) Savings PlanHudson Technologies 401(k) S…$24M
End-of-year total assets ($M) among Capstone on-Campus Management, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Capstone on-Campus Mangement, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Capstone on-Campus Mangement, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 49.21103138203697% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.1M $27M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 332 $18M
2023 1 318 $21M
2024 2 839 $27M

Capstone on-Campus Mangement, LLC filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN562440563
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Capstone on-Campus Management, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Capstone on-Campus Management, LLC 401(k) Savings Plan, Total assets ($B): 0.023822277 · Participants: 308Capstone on-Campus Management, LLC 401(k) Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Capstone on-Campus Management, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Capstone on-Campus Management, LLC 401(k) Savings Plan side-by-side with 3 peers →

Capstone on-Campus Management, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Klaben Automotive Group Employees Retirement Plan in OH ($24M); by covered participants it is Uphealth, Inc. 401(k) Plan in FL (308 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Capstone on-Campus Management, LLC 401(k) Savings Plan assets move in 2024? ▼
Capstone on-Campus Management, LLC 401(k) Savings Plan grew at a solid clip - up 13.0% during 2024, from $21M to $24M. Reported net income was $3M.
How have Capstone on-Campus Mangement, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone on-Campus Mangement, LLC's sponsor-wide assets grew 49.2%, from $18M to $27M.
Which 401(k) plans are similar in size to Capstone on-Campus Management, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Klaben Automotive Group Employees Retirement Plan in OH ($24M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Capstone on-Campus Management, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uphealth, Inc. 401(k) Plan in FL (308 participants, $7M 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 562440563.

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.