ESOP · DOL Form 5500 · 2024

Capstone on-Campus Management, LLC ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
531
Participants Below avg headcount
35th
Percentile by assets National rank
$5,991
Avg per participant Low balance/head
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Official DOL plan name: Cocm Employee Stock Ownership Plan · Sponsored by Capstone on-Campus Management, LLC · Alabama · Real Estate

$3M in assets, 531 participants

Capstone on-Campus Management, LLC's Cocm Employee Stock Ownership Plan reported $3M in total assets and 531 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,515 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Cocm Employee Stock Ownership Plan ranks #2,515 of 4,605 2024 filers by assets (816% of the sector average)-$3M for 531 participants.

#2,515
in Real Estate (4,605 peers)
-$19M
reported net income

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cocm Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Cocm Employee Stock Ownership Plan vs every filed plan by assets

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

$3,181,455 35th percentile higher than 35% 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

Cocm Employee Stock Ownership 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. Cocm Employee Stock Ownership Plan sits mid-pack in the medium band (531 participants).

Plan-year Form 5500 strip

Filing strip 562440563 · Capstone on-Campus Management, LLC PY 2024 · ESOP

Cocm Employee Stock Ownership Plan · $3M · 531 · 35th

  • PART $3M
  • PART 531
  • PART 35th
  • PART ESOP
  • PART near Eagle Precision Cast Parts, Inc. Employee Stock Ownership Plan
  • PART ind #2515

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 What is an ESOP? → · Plans in Alabama →

Cocm Employee Stock Ownership Plan in the asset neighbourhood

The Beck Group, Inc. Employee Stock Ownership PlanThe Beck Group, Inc. Employe…$3MCocm Employee Stock Ownership PlanCocm Employee Stock Ownershi…$3MEagle Precision Cast Parts, Inc. Employee Stock Ownership PlanEagle Precision Cast Parts, …$3MSchena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership PlanSchena Roofing & Sheet Metal…$3MHolt Lumber, Inc. Employee Stock Ownership PlanHolt Lumber, Inc. Employee S…$3M
End-of-year total assets ($M) among Cocm Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$19M
Net Income-$19M
Employer EIN562440563
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone on-Campus Management, LLC)

Sponsor-wide plan assets over time

All Capstone on-Campus Management, 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

Nearby ESOP Plans in Alabama

Peer ESOP plans, same state, same plan type, ranked by total assets.

Cocm Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600 Total assets ($M) Participants Cocm Employee Stock Ownership Plan, Total assets ($M): 3.181455 · Participants: 531Cocm Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 515.369863 · Participants: 1644Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 242.741411 · Participants: 298Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 224.790459 · Participants: 125Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 194.917315 · Participants: 1041Radiance Technologies, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries, Total assets ($M): 181.843353 · Participants: 958Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
Cocm Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Cocm Employee Stock Ownership Plan side-by-side with 3 peers →

Cocm Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Eagle Precision Cast Parts, Inc. Employee Stock Ownership Plan in MI ($3M); by covered participants it is Labcon, Inc. Employees' Stock Ownership Plan and Trust in TX (531 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (531 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 have Capstone on-Campus Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone on-Campus Management, LLC's sponsor-wide assets grew 49.2%, from $18M to $27M.
Which ESOP plans are similar in size to Cocm Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Eagle Precision Cast Parts, Inc. Employee Stock Ownership Plan in MI ($3M, 46 participants).
Which ESOP plans cover a similar participant headcount to Cocm Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Labcon, Inc. Employees' Stock Ownership Plan and Trust in TX (531 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 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.