401(k) · DOL Form 5500 · 2024
Captivateiq, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 209
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $45,690
- Avg per participant Low balance/head
Official DOL plan name: Captivateiq 401(k) Plan · Sponsored by Captivateiq, Inc. · California · Professional & Technical Services
$10M in assets, 209 participants
Captivateiq, Inc.'s Captivateiq 401(k) Plan reported $10M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,697 in Professional & Technical Services (20,173 peers)
Coverage in California
Captivateiq 401(k) Plan covers 209 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $10M.
- #10,697
- in Professional & Technical Services (20,173 peers)
- +28.7%
- assets growth YoY
Captivateiq 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Captivateiq 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,549,278 Top 45% higher than 55% 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
Captivateiq 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. Captivateiq 401(k) Plan sits mid-pack in the medium band (209 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Captivateiq 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Captivateiq 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Captivateiq 401(k) Plan reported participants fell from 244 in the plan year 2023 filing to 209 in the plan year 2024 filing.
DOL schedule card
Filing strip 823069380 · Captivateiq, Inc. PY 2024 · 401(k)
Captivateiq 401(k) Plan · $10M · 209 · 55th
- VS-ST $10M
- VS-ST 209
- VS-ST 55th
- VS-ST 401(k)
- VS-ST near Both, Inc. 401 (K) Plan
- VS-ST ind #10697
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 California →
Captivateiq 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 823069380 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Captivateiq, Inc.)
Sponsor-wide plan assets over time
All Captivateiq, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 99.34264142498806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $5M |
| 2023 | 1 | 244 | $7M |
| 2024 | 1 | 209 | $10M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Captivateiq 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Both, Inc. 401 (K) Plan in VA ($10M); by covered participants it is Quarternorth Energy 401(k) Plan in TX (209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Both, Inc. 401 (K) Plan (VA) $10M · 448
- Ascend Wealth Advisors Pep (FL) $10M · 153
- Moveon.Org Civic Action 401(k) Profit Sharing and Trust (OR) $10M · 71
- The Joint Corp. 401(k) Plan (AZ) $10M · 793
Similar participant headcount
Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.
- Quarternorth Energy 401(k) Plan (TX) 209 · 0 off
- Pillar Construction, Inc. 401(k) Plan (VA) 209 · 0 off
- Evolve Ip, LLC 401(k) Plan (PA) 209 · 0 off
- Walzcraft Industries, Inc. 401(k) Retirement Plan (WI) 209 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.