401(k) · DOL Form 5500 · 2024
The Capper Foundation 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 310
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $9,074
- Avg per participant Low balance/head
Official DOL plan name: The Capper Foundation Retirement Plan · Sponsored by The Capper Foundation · Kansas · Other Services
$3M in assets, 310 participants
The Capper Foundation's The Capper Foundation Retirement Plan reported $3M in total assets and 310 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #4,415 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, The Capper Foundation Retirement Plan ranks #4,415 of 7,719 2024 filers by assets (713% of the sector average)-$3M for 310 participants.
- #4,415
- in Other Services (7,719 peers)
- +13.9%
- assets growth YoY
The Capper Foundation Retirement Plan among the smaller filed plans by assets
The Capper Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,813,088 33rd percentile higher than 33% 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
The Capper Foundation Retirement 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. The Capper Foundation Retirement Plan sits mid-pack in the medium band (310 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Capper Foundation Retirement Plan reported net income rose from -$141K in the plan year 2023 filing to $344K in the plan year 2024 filing.
- The Capper Foundation Retirement Plan reported participants rose from 236 in the plan year 2023 filing to 310 in the plan year 2024 filing.
- The Capper Foundation Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 480543745 · The Capper Foundation PY 2024 · 401(k)
The Capper Foundation Retirement Plan · $3M · 310 · 33rd
- 5500 $3M
- ASSETS 310
- PCT 33rd
- EIN 401(k)
- RANK near Armada Advisors M.E. 401(k) Plan
- PHOTO ind #4415
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 Other Services retirement plans → · Plans in Kansas →
The Capper Foundation Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $344K |
| Employer EIN | 480543745 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Capper Foundation)
Sponsor-wide plan assets over time
All The Capper Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 7.7833381290884445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 217 | $3M |
| 2023 | 1 | 236 | $2M |
| 2024 | 1 | 310 | $3M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $4.3B · 11,423
- Performance Contracting Group, Inc. ESOP/401(k) Plan $3.6B · 1,315
- Black & Veatch Retirement Program $3.0B · 7,438
- Garmin International, Inc. Retirement Plan $2.2B · 7,082
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,736
The Capper Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Armada Advisors M.E. 401(k) Plan in FL ($3M); by covered participants it is Noram Drilling Company 401(k) Plan in TX (310 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Armada Advisors M.E. 401(k) Plan (FL) $3M · 15
- Wahve Holdings LLC 401(k) Plan (NV) $3M · 44
- Subcon, Inc. 401(k) Profit Sharing Plan (CT) $3M · 7
- Adams Group 401(k) Plan & Trust (FL) $3M · 118
Similar participant headcount
Nearest other-state filings by covered participants (310 participants); asset peers above are excluded.
- Noram Drilling Company 401(k) Plan (TX) 310 · 0 off
- The Mortgage Firm, Inc. 401(k) Plan (FL) 310 · 0 off
- Ips 401(k) Plan (OK) 310 · 0 off
- Vern Eide Motorcars, Inc. 401(k) Plan (SD) 310 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.