401(k) · DOL Form 5500 · 2024

Capri Capital Partners, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
28th
Percentile by assets National rank
$361,733
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capri Capital Partners LLC 401(k) Plan · Sponsored by Capri Capital Partners, LLC · Illinois · Real Estate

$2M in assets, 5 participants

Capri Capital Partners, LLC's Capri Capital Partners LLC 401(k) Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,171 in Real Estate (4,605 peers)

2024 asset change

Capri Capital Partners LLC 401(k) Plan pulled back noticeably 8.4% in 2024 ($2M → $2M) for 5 participants.

#2,171
in Real Estate (4,605 peers)
-8.4%
assets change YoY

The plan reported a net loss of $167K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capri Capital Partners LLC 401(k) Plan among the smaller filed plans by assets

Capri Capital Partners LLC 401(k) Plan vs every filed plan by assets

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

$1,808,664 28th percentile higher than 28% 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

Capri Capital Partners LLC 401(k) 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. Capri Capital Partners LLC 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capri Capital Partners LLC 401(k) Plan reported net income fell from $302K in the plan year 2023 filing to -$167K in the plan year 2024 filing.
  • Capri Capital Partners LLC 401(k) Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Capri Capital Partners LLC 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364389471 · Capri Capital Partners, LLC PY 2024 · 401(k)

Capri Capital Partners LLC 401(k) Plan · $2M · 5 · 28th

  • BOY $2M
  • BOY 5
  • BOY 28th
  • BOY 401(k)
  • BOY near Osato Medical Clinic, Inc. 401(k) Profit Sharing Plan
  • BOY ind #2171

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 Illinois →

Capri Capital Partners LLC 401(k) Plan in the asset neighbourhood

Capri Capital Partners LLC 401(k) PlanCapri Capital Partners LLC 4…$2MOsato Medical Clinic, Inc. 401(k) Profit Sharing PlanOsato Medical Clinic, Inc. 4…$2MTomball Healthcare for Pediatrics 401(k) PlanTomball Healthcare for Pedia…$2M401(k) Profit Sharing Plan for Employees of Victory Human Services, Inc.401(k) Profit Sharing Plan f…$2MDpn Enterprises LLC Profit Sharing PlanDpn Enterprises LLC Profit S…$2M
End-of-year total assets ($M) among Capri Capital Partners LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Capri Capital Partners, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Capri Capital Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.048058955377241% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.67M $1.81M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 4 $2M
2024 1 5 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$167K
Employer EIN364389471
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Capri Capital Partners LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Capri Capital Partners LLC 401(k) Plan, Total assets ($B): 0.001808664 · Participants: 5Capri Capital Partners LLC 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Capri Capital Partners LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Capri Capital Partners LLC 401(k) Plan side-by-side with 3 peers →

Capri Capital Partners LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Osato Medical Clinic, Inc. 401(k) Profit Sharing Plan in CA ($2M); 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 Capri Capital Partners LLC 401(k) Plan assets move in 2024? ▼
Capri Capital Partners LLC 401(k) Plan pulled back noticeably - down 8.4% during 2024, from $2M to $2M. Reported net income was -$167K.
How have Capri Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capri Capital Partners, LLC's sponsor-wide assets grew 8.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Capri Capital Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Osato Medical Clinic, Inc. 401(k) Profit Sharing Plan in CA ($2M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Capri Capital Partners LLC 401(k) 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 364389471.

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.