Other · DOL Form 5500 · 2024

Capstone Health Services Foundation Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
123
Participants Small participant base
73rd
Percentile by assets National rank
$190,092
Avg per participant Above avg balance/head
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Official DOL plan name: Capstone Health Services Foundation 403(b) DC Plan · Sponsored by Capstone Health Services Foundation · Alabama · Other Services

$23M in assets, 123 participants

Capstone Health Services Foundation's Capstone Health Services Foundation 403(b) DC Plan reported $23M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,609 in Other Services (7,719 peers)

Coverage in Alabama

Capstone Health Services Foundation 403(b) DC Plan covers 123 participants in Alabama, about 34% of the average Alabama filer (state average ~360 per filing). Assets: $23M.

#6,609
in Other Services (7,719 peers)
+17.6%
assets growth YoY

Capstone Health Services Foundation 403(b) DC Plan's outsized position by total assets

Capstone Health Services Foundation 403(b) DC Plan vs every filed plan by assets

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

$23,381,283 Top 27% higher than 73% 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 Health Services Foundation 403(b) DC 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. Capstone Health Services Foundation 403(b) DC Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capstone Health Services Foundation 403(b) DC Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Capstone Health Services Foundation 403(b) DC Plan reported participants fell from 128 in the plan year 2023 filing to 123 in the plan year 2024 filing.
  • Capstone Health Services Foundation 403(b) DC Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 630810661 · Capstone Health Services Foundation PY 2024 · Other

Capstone Health Services Foundation 403(b) DC Plan · $23M · 123 · 73rd

  • EOY $23M
  • 5500 123
  • ASSETS 73rd
  • PCT Other
  • EIN near Transpak 401(k) Plan
  • RANK ind #6609

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 Alabama →

Capstone Health Services Foundation 403(b) DC Plan in the asset neighbourhood

Renaissance Behavioral Health Systems, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings PlanRenaissance Behavioral Healt…$23MCapstone Health Services Foundation 403(b) DC PlanCapstone Health Services Fou…$23MTranspak 401(k) Plan$23MDC Preparatory Academy 403(b) Retirement PlanDC Preparatory Academy 403(b…$23MRest Haven Christian Services Care PlanRest Haven Christian Service…$23M
End-of-year total assets ($M) among Capstone Health Services Foundation 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN630810661
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstone Health Services Foundation)

Sponsor-wide plan assets over time

All Capstone Health Services Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$23M 41.878878130971536% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.5M $23.4M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 113 $16M
2023 1 128 $20M
2024 1 123 $23M

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

Capstone Health Services Foundation 403(b) DC Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.52 Total assets ($B) Participants Capstone Health Services Foundation 403(b) DC Plan, Total assets ($B): 0.023381283 · Participants: 123Capstone Health Services Foundation 403(b) DC PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.575132187 · Participants: 4817University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.127048729 · Participants: 1431Samford University 403(b) Salary Deferral and Defined Contribution PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.125546344 · Participants: 469Drummond Company, Inc. Savings Plan for Salaried EmployeesUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.098793998 · Participants: 574Uab Medicine Enterprise 403(b) Retirement PlanPlumbers & Pipefitters Local 760 Savings and Investment Plan, Total assets ($B): 0.068174463 · Participants: 1343Plumbers & Pipefitters Local 760 Savings and Investment Plan
Capstone Health Services Foundation 403(b) DC Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Capstone Health Services Foundation 403(b) DC Plan side-by-side with 3 peers →

Capstone Health Services Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Transpak 401(k) Plan in CA ($23M); by covered participants it is Marin Academy Defined Contribution Retirement Plan in CA (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Health Services Foundation 403(b) DC Plan assets move in 2024? ▼
Capstone Health Services Foundation 403(b) DC Plan grew sharply - up 17.6% during 2024, from $20M to $23M. Reported net income was $4M.
How have Capstone Health Services Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstone Health Services Foundation's sponsor-wide assets grew 41.9%, from $16M to $23M.
Which Other plans are similar in size to Capstone Health Services Foundation 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Transpak 401(k) Plan in CA ($23M, 984 participants).
Which Other plans cover a similar participant headcount to Capstone Health Services Foundation 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Marin Academy Defined Contribution Retirement Plan in CA (123 participants, $50M 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 630810661.

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.