401(k) · DOL Form 5500 · 2024

Treasured Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
25th
Percentile by assets National rank
$240,507
Avg per participant Above avg balance/head
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Official DOL plan name: Treasured Capital, Inc. Retirement Plan · Sponsored by Treasured Capital, Inc. · Colorado · Real Estate

$1M in assets, 5 participants

Treasured Capital, Inc.'s Treasured Capital, Inc. Retirement Plan reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,928 in Real Estate (4,605 peers)

Treasured Capital, Inc. multi-year trail

Treasured Capital, Inc.'s plans moved +10.4% in assets from 2022 to 2024; this filing shows Treasured Capital, Inc. Retirement Plan at $1M / 5 participants.

#1,928
in Real Estate (4,605 peers)
-10.1%
assets change YoY

The plan reported a net loss of $135K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Treasured Capital, Inc. Retirement Plan among the smaller filed plans by assets

Treasured Capital, Inc. Retirement Plan vs every filed plan by assets

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

$1,202,534 25th percentile higher than 25% 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

Treasured Capital, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Treasured Capital, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Treasured Capital, Inc. Retirement Plan reported net income fell from $249K in the plan year 2023 filing to -$135K in the plan year 2024 filing.
  • Treasured Capital, Inc. Retirement Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Treasured Capital, Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 823395047 · Treasured Capital, Inc. PY 2024 · 401(k)

Treasured Capital, Inc. Retirement Plan · $1M · 5 · 25th

  • IND $1M
  • EOY 5
  • 5500 25th
  • ASSETS 401(k)
  • PCT near Silverbell Dental Care, P.C. 401(k) Profit Sharing Plan and Trust Agreement
  • EIN ind #1928

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 Colorado →

Treasured Capital, Inc. Retirement Plan in the asset neighbourhood

Treasured Capital, Inc. Retirement PlanTreasured Capital, Inc. Reti…$1MSilverbell Dental Care, P.C. 401(k) Profit Sharing Plan and Trust AgreementSilverbell Dental Care, P.C.…$1MGateway Engineering, Inc. 401(k) PlanGateway Engineering, Inc. 40…$1MTahoe Construction Mgmt & Sales, Inc. 401(k) Profit Sharing Plan and TrustTahoe Construction Mgmt & Sa…$1MInstitute for Native Pacific Education and Culture 403(b) PlanInstitute for Native Pacific…$1M
End-of-year total assets ($M) among Treasured Capital, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Treasured Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Treasured Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 10.405251560778552% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.09M $1.2M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $1M
2024 1 5 $1M

Treasured Capital, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$135K
Employer EIN823395047
Plan Effective Date2017-11-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Treasured Capital, Inc. Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Treasured Capital, Inc. Retirement Plan, Total assets ($B): 0.001202534 · Participants: 5Treasured Capital, Inc. Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Treasured Capital, Inc. Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Treasured Capital, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Silverbell Dental Care, P.C. 401(k) Profit Sharing Plan and Trust Agreement in AZ ($1M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Treasured Capital, Inc. Retirement Plan assets move in 2024? ▼
Treasured Capital, Inc. Retirement Plan pulled back noticeably - down 10.1% during 2024, from $1M to $1M. Reported net income was -$135K.
How have Treasured Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Treasured Capital, Inc.'s sponsor-wide assets grew 10.4%, from $1M to $1M.
Where does Treasured Capital, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Treasured Capital, Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Treasured Capital, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Silverbell Dental Care, P.C. 401(k) Profit Sharing Plan and Trust Agreement in AZ ($1M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Treasured Capital, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 823395047.

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.