401(k) · DOL Form 5500 · 2024

Capstone Logistics, LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
12,307
Participants Very large workforce
84th
Percentile by assets National rank
$4,084
Avg per participant Low balance/head
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Official DOL plan name: Capstone 401(k) Plan · Sponsored by Capstone Logistics, LLC · Georgia · Transportation & Warehousing

$50M in assets, 12,307 participants

Capstone Logistics, LLC's Capstone 401(k) Plan reported $50M in total assets and 12,307 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,727 in Transportation & Warehousing (3,299 peers)

Coverage in Georgia

Capstone 401(k) Plan covers 12,307 participants in Georgia, 11x the typical Georgia plan (state average ~1,096 per filing). Assets: $50M.

#2,727
in Transportation & Warehousing (3,299 peers)
+21.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Capstone 401(k) Plan's outsized position by total assets

Capstone 401(k) Plan vs every filed plan by assets

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

$50,256,953 Top 16% higher than 84% 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

Capstone 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capstone 401(k) Plan is a mega filing (12,307 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capstone 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Capstone 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Capstone 401(k) Plan reported participants fell from 13,429 in the plan year 2023 filing to 12,307 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 453087555 · Capstone Logistics, LLC PY 2024 · 401(k)

Capstone 401(k) Plan · $50M · 12,307 · 84th

  • EOY $50M
  • 5500 12,307
  • ASSETS 84th
  • PCT 401(k)
  • EIN near Johnson Lambert LLP 401(k) Plan
  • RANK ind #2727

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

Capstone 401(k) Plan in the asset neighbourhood

Capstone 401(k) Plan$50MJohnson Lambert LLP 401(k) PlanJohnson Lambert LLP 401(k) P…$50MElm Street Development, Inc. 401(k) Profit Sharing PlanElm Street Development, Inc.…$50MMg2 Corporation Profit Sharing Retirement PlanMg2 Corporation Profit Shari…$50MYeo and Yeo 401(k) Plan$50M
End-of-year total assets ($M) among Capstone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$50M
Net Income$9M
Employer EIN453087555
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone Logistics, LLC)

Sponsor-wide plan assets over time

All Capstone Logistics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 61.6321274168057% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.1M $50.3M ▲ +61.7%
Year Plans Participants Total Assets
2022 1 12,882 $31M
2023 1 13,429 $41M
2024 1 12,307 $50M

Nearby 401(k) Plans in Georgia

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

Capstone 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Capstone 401(k) Plan, Total assets ($B): 0.050256953 · Participants: 12307Capstone 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Capstone 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Capstone 401(k) Plan side-by-side with 3 peers →

Scale composition for Capstone 401(k) Plan

Capstone 401(k) Plan reports $50M in end-of-year assets across 12,307 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $4,084 per participant (3% of the national average assets-per-participant) . Net income for plan year 2024 was $9M.

This plan identity (EIN 453087555, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $31M to $50M (+61.6%) while covered participants moved from 12,882 to 12,307 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 12,882 $31M Open filing
2023 13,429 $41M Open filing
2024 · index core 12,307 $50M This page

Capstone 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Johnson Lambert LLP 401(k) Plan in NC ($50M); by covered participants it is Trihealth 401(k) Retirement Savings Plan in OH (12,308 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (12,307 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 Capstone 401(k) Plan assets move in 2024? ▼
Capstone 401(k) Plan grew sharply - up 21.2% during 2024, from $41M to $50M. Reported net income was $9M.
How have Capstone Logistics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone Logistics, LLC's sponsor-wide assets grew 61.6%, from $31M to $50M.
Where does Capstone 401(k) Plan rank by assets among Form 5500 filers? ▼
Capstone 401(k) Plan ranks in the 84th 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 Capstone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnson Lambert LLP 401(k) Plan in NC ($50M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Capstone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trihealth 401(k) Retirement Savings Plan in OH (12,308 participants, $1.4B 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 453087555.

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.