401(k) · DOL Form 5500 · 2024
Captivate, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $147,677
- Avg per participant Above avg balance/head
Official DOL plan name: Captivate, LLC 401(k) Plan · Sponsored by Captivate, LLC · Massachusetts · Professional & Technical Services
$16M in assets, 105 participants
Captivate, LLC's Captivate, LLC 401(k) Plan reported $16M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #12,965 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Captivate, LLC 401(k) Plan covers 105 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.
- #12,965
- in Professional & Technical Services (20,173 peers)
- +22.1%
- assets growth YoY
Captivate, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Captivate, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,506,050 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Captivate, LLC 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. Captivate, LLC 401(k) Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Captivate, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Captivate, LLC 401(k) Plan reported participants rose from 91 in the plan year 2023 filing to 105 in the plan year 2024 filing.
- Captivate, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 463207027 · Captivate, LLC PY 2024 · 401(k)
Captivate, LLC 401(k) Plan · $16M · 105 · 65th
- VS-ST $16M
- VS-ST 105
- VS-ST 65th
- VS-ST 401(k)
- VS-ST near Emily's List 401(k) Retirement Plan
- VS-ST ind #12965
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Captivate, LLC 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 463207027 |
| Plan Effective Date | 2013-10-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Captivate, LLC)
Sponsor-wide plan assets over time
All Captivate, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 52.954937624159584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $10M |
| 2023 | 1 | 91 | $13M |
| 2024 | 1 | 105 | $16M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Captivate, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Emily's List 401(k) Retirement Plan in DC ($16M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Emily's List 401(k) Retirement Plan (DC) $16M · 116
- Makeready 401(k) Plan (TX) $16M · 1,008
- Zap Engineering & Construction Services, Inc. 401(k) Plan (CO) $16M · 185
- Carl Black Chevrolet Buick Gmc Inc. 401(k) Plan (GA) $16M · 455
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
- Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
- M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
- IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.