401(k) · DOL Form 5500 · 2024

Capitol Advocates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$485,815
Avg per participant High balance/head
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Official DOL plan name: Capitol Advocates 401(k) Plan · Sponsored by Capitol Advocates, Inc. · Ohio · Professional & Technical Services

$2M in assets, 4 participants

Capitol Advocates, Inc.'s Capitol Advocates 401(k) Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,014 in Professional & Technical Services (20,173 peers)

Capitol Advocates, Inc. multi-year trail

Capitol Advocates, Inc.'s plans moved +41.1% in assets from 2022 to 2024; this filing shows Capitol Advocates 401(k) Plan at $2M / 4 participants.

#5,014
in Professional & Technical Services (20,173 peers)
+16.2%
assets growth YoY

Capitol Advocates 401(k) Plan among the smaller filed plans by assets

Capitol Advocates 401(k) Plan vs every filed plan by assets

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

$1,943,259 29th percentile higher than 29% 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

Capitol Advocates 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. Capitol Advocates 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capitol Advocates 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Capitol Advocates 401(k) Plan reported net income fell from $296K in the plan year 2023 filing to $270K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061674383 · Capitol Advocates, Inc. PY 2024 · 401(k)

Capitol Advocates 401(k) Plan · $2M · 4 · 29th

  • EOY $2M
  • EOY 4
  • EOY 29th
  • EOY 401(k)
  • EOY near Patriarch Partners, LLC 401(k) Retirement Plan
  • EOY ind #5014

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 Ohio →

Capitol Advocates 401(k) Plan in the asset neighbourhood

Capitol Advocates 401(k) Plan$2MPatriarch Partners, LLC 401(k) Retirement PlanPatriarch Partners, LLC 401(…$2MNeill Law Firm, PA 401(k) PlanNeill Law Firm, PA 401(k) Pl…$2MWare Fressola Maguire & Barber 401(k) Profit Sharing Plan & TrustWare Fressola Maguire & Barb…$2MP.T.S. 401(k) Plan$2M
End-of-year total assets ($M) among Capitol Advocates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Capitol Advocates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Capitol Advocates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 41.10861882296387% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.38M $1.94M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M
2024 1 4 $2M

Capitol Advocates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$270K
Employer EIN061674383
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Capitol Advocates 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Capitol Advocates 401(k) Plan, Total assets ($B): 0.001943259 · Participants: 4Capitol Advocates 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Capitol Advocates 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Capitol Advocates 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Patriarch Partners, LLC 401(k) Retirement Plan in NY ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Capitol Advocates 401(k) Plan assets move in 2024? ▼
Capitol Advocates 401(k) Plan grew sharply - up 16.2% during 2024, from $2M to $2M. Reported net income was $270K.
How have Capitol Advocates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capitol Advocates, Inc.'s sponsor-wide assets grew 41.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Capitol Advocates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patriarch Partners, LLC 401(k) Retirement Plan in NY ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Capitol Advocates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 061674383.

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.