401(k) · DOL Form 5500 · 2024

Capspecialty, Inc. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
321
Participants Below avg headcount
88th
Percentile by assets National rank
$227,932
Avg per participant Above avg balance/head
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Official DOL plan name: Capspecialty, Inc. 401(k) Plan · Sponsored by Capspecialty, Inc. · Wisconsin · Finance & Insurance

$73M in assets, 321 participants

Capspecialty, Inc.'s Capspecialty, Inc. 401(k) Plan reported $73M in total assets and 321 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,954 in Finance & Insurance (8,549 peers)

Where Capspecialty, Inc. 401(k) Plan sits by assets

Capspecialty, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $73M for 321 participants (~$227,932/participant), up 14.9% in 2024.

#6,954
in Finance & Insurance (8,549 peers)
+14.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Capspecialty, Inc. 401(k) Plan's outsized position by total assets

Capspecialty, Inc. 401(k) Plan vs every filed plan by assets

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

$73,166,153 Top 12% higher than 88% 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

Capspecialty, Inc. 401(k) 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. Capspecialty, Inc. 401(k) Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capspecialty, Inc. 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Capspecialty, Inc. 401(k) Plan end-of-year assets rose from $64M in the plan year 2023 filing to $73M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391052658 · Capspecialty, Inc. PY 2024 · 401(k)

Capspecialty, Inc. 401(k) Plan · $73M · 321 · 88th

  • SCH $73M
  • EBSA 321
  • PART 88th
  • TYPE 401(k)
  • NET near Sekisui America Corporation Retirement Savings Plan
  • BOOK ind #6954

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 Wisconsin →

Capspecialty, Inc. 401(k) Plan in the asset neighbourhood

The American Kennel Club 401(k) Tax Deferred Savings PlanThe American Kennel Club 401…$73MMorrison-Maierle, Inc. 401(k) PlanMorrison-Maierle, Inc. 401(k…$73MCapspecialty, Inc. 401(k) PlanCapspecialty, Inc. 401(k) Pl…$73MOrange Coast Title Family of Companies Employee Savings PlanOrange Coast Title Family of…$73MSekisui America Corporation Retirement Savings PlanSekisui America Corporation …$73M
End-of-year total assets ($M) among Capspecialty, Inc. 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)$64M
Net Assets (End of Year)$73M
Net Income$9M
Employer EIN391052658
Plan Effective Date1986-08-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Capspecialty, Inc.)

Sponsor-wide plan assets over time

All Capspecialty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 27.444389816189297% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.4M $73.2M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 318 $57M
2023 1 322 $64M
2024 1 321 $73M

Nearby 401(k) Plans in Wisconsin

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

Capspecialty, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Capspecialty, Inc. 401(k) Plan, Total assets ($B): 0.073166153 · Participants: 321Capspecialty, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Capspecialty, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Capspecialty, Inc. 401(k) Plan side-by-side with 3 peers →

Capspecialty, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sekisui America Corporation Retirement Savings Plan in NJ ($73M); by covered participants it is Investar Holding Corporation 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Capspecialty, Inc. 401(k) Plan assets move in 2024? ▼
Capspecialty, Inc. 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $64M to $73M. Reported net income was $9M.
How have Capspecialty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capspecialty, Inc.'s sponsor-wide assets grew 27.4%, from $57M to $73M.
Where does Capspecialty, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Capspecialty, Inc. 401(k) Plan ranks in the 88th 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 Capspecialty, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sekisui America Corporation Retirement Savings Plan in NJ ($73M, 646 participants).
Which 401(k) plans cover a similar participant headcount to Capspecialty, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Investar Holding Corporation 401(k) Plan in LA (321 participants, $27M 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 391052658.

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.