Other · DOL Form 5500 · 2024

Capstone Health Services Foundation Retirement Plan

Data updated 2026-08-11

$23M
Total assets
123
Participants
73rd
Percentile by assets
$190,092
Avg per participant
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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.

  • 73rd percentile by assets (of 123,622 plans)
  • #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.

$23M
total plan assets (2024 EOY)
123
covered participants
73rd
percentile by assets (of 123,622 plans)
$190,092
avg assets per participant

Where Capstone Health Services Foundation 403(b) DC Plan sits 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 $2,010,000,000 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

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 →

State
Alabama
Industry
Other Services

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Capstone Health Services Foundation 403(b) DC Plan reports 123 participants - about 34% of that state average ($23M EOY assets).

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)

$15M$20M$25M 202220232024 $16.5M $23.4M ▲ +41.9%
Total plan assets by year, all Capstone Health Services Foundation plans on file
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 ($B) Participants Capstone Health Serv…, Total assets ($B): 0.023381283 · Participants: 123Capstone Health Serv…University of Alabam…, Total assets ($B): 1.575132187 · Participants: 4817University of Alabam…Samford University 4…, Total assets ($B): 0.127048729 · Participants: 1431Samford University 4…Drummond Company, In…, Total assets ($B): 0.125546344 · Participants: 469Drummond Company, In…Uab Medicine Enterpr…, Total assets ($B): 0.098793998 · Participants: 574Uab Medicine Enterpr…Plumbers & Pipefitte…, Total assets ($B): 0.068174463 · Participants: 1343Plumbers & Pipefitte…
Capstone Health Services Foundation 403(b) DC Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Capstone Health Services Foundation 403(… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Capstone Health Services Foundation 403(b) DC Plan by total assets, not by location.

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).

Next read for Capstone Health Services Foundation 403(…

Filing takeaways

Ways to act on Capstone Health Services Foundation 403(b) DC Plan's numbers.

  • By total assets, Capstone Health Services Foundation 403(b) DC Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Alabama. Compare plans
  • Capstone Health Services Foundation's sponsor-wide assets have grown 41.9% since 2022 across 3 plan years on file. More Other Services plans

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.