401(k) · DOL Form 5500 · 2024

Capital Square Realty Advisors, LLC Dba Capital Square 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
249
Participants Below avg headcount
52nd
Percentile by assets National rank
$33,889
Avg per participant Low balance/head
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Official DOL plan name: Capital Square 401(k) Plan · Sponsored by Capital Square Realty Advisors, LLC Dba Capital Square · Virginia · Real Estate

$8M in assets, 249 participants

Capital Square Realty Advisors, LLC Dba Capital Square's Capital Square 401(k) Plan reported $8M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,241 in Real Estate (4,605 peers)

Coverage in Virginia

Capital Square 401(k) Plan covers 249 participants in Virginia, about 32% of the average Virginia filer (state average ~782 per filing). Assets: $8M.

#3,241
in Real Estate (4,605 peers)
+25.3%
assets growth YoY

Capital Square 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Capital Square 401(k) Plan vs every filed plan by assets

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

$8,438,385 Top 48% higher than 52% 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

Capital Square 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. Capital Square 401(k) Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capital Square 401(k) Plan reported participants rose from 105 in the plan year 2023 filing to 249 in the plan year 2024 filing.
  • Capital Square 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Capital Square 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 461281600 · Capital Square Realty Advisors, LLC Dba Capital Square PY 2024 · 401(k)

Capital Square 401(k) Plan · $8M · 249 · 52nd

  • SCH $8M
  • SCH 249
  • SCH 52nd
  • SCH 401(k)
  • SCH near Howe, Inc. 401(k) Plan
  • SCH ind #3241

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 Virginia →

Capital Square 401(k) Plan in the asset neighbourhood

Capital Square 401(k) Plan$8MHowe, Inc. 401(k) Plan$8MHawkins, Inc. Retirement Plan for Certain Collectively Bargained EmployeesHawkins, Inc. Retirement Pla…$8MConvergence Networks, Inc. 401(k) PlanConvergence Networks, Inc. 4…$8MMerrick Hardwoods Employee Retirement PlanMerrick Hardwoods Employee R…$8M
End-of-year total assets ($M) among Capital Square 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN461281600
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Square Realty Advisors, LLC Dba Capital Square)

Sponsor-wide plan assets over time

All Capital Square Realty Advisors, LLC Dba Capital Square plans reported in each filing year

Latest sponsor-wide plan assets
$8M 128.6228553361277% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.69M $8.44M ▲ +128.7%
Year Plans Participants Total Assets
2022 1 53 $4M
2023 1 105 $7M
2024 1 249 $8M

Nearby 401(k) Plans in Virginia

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

Capital Square 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Capital Square 401(k) Plan, Total assets ($B): 0.008438385 · Participants: 249Capital Square 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Capital Square 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Capital Square 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Howe, Inc. 401(k) Plan in SD ($8M); by covered participants it is Treeline Inc. 401(k) Plan in CA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Capital Square 401(k) Plan assets move in 2024? ▼
Capital Square 401(k) Plan grew sharply - up 25.3% during 2024, from $7M to $8M. Reported net income was $2M.
How have Capital Square Realty Advisors, LLC Dba Capital Square plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Square Realty Advisors, LLC Dba Capital Square's sponsor-wide assets grew 128.6%, from $4M to $8M.
Which 401(k) plans are similar in size to Capital Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Howe, Inc. 401(k) Plan in SD ($8M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Capital Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Treeline Inc. 401(k) Plan in CA (249 participants, $29K 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 461281600.

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.