401(k) · DOL Form 5500 · 2024

Capstan, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
270
Participants Below avg headcount
63rd
Percentile by assets National rank
$51,918
Avg per participant Low balance/head
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Official DOL plan name: Capstan Incorporated Tax Favored Savings & Investment Plan · Sponsored by Capstan, Inc. · California · Manufacturing

$14M in assets, 270 participants

Capstan, Inc.'s Capstan Incorporated Tax Favored Savings & Investment Plan reported $14M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #8,992 in Manufacturing (17,777 peers)

Coverage in California

Capstan Incorporated Tax Favored Savings & Investment Plan covers 270 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $14M.

#8,992
in Manufacturing (17,777 peers)
+6.5%
assets growth YoY

Capstan Incorporated Tax Favored Savings & Investment Plan's mid-pack asset rank among Manufacturing and all filers

Capstan Incorporated Tax Favored Savings & Investment Plan vs every filed plan by assets

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

$14,017,845 Top 37% higher than 63% 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

Capstan Incorporated Tax Favored Savings & Investment 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. Capstan Incorporated Tax Favored Savings & Investment Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capstan Incorporated Tax Favored Savings & Investment Plan reported net income rose from $700K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Capstan Incorporated Tax Favored Savings & Investment Plan reported participants rose from 223 in the plan year 2023 filing to 270 in the plan year 2024 filing.
  • Capstan Incorporated Tax Favored Savings & Investment Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330703225 · Capstan, Inc. PY 2024 · 401(k)

Capstan Incorporated Tax Favored Savings & Investment Plan · $14M · 270 · 63rd

  • TYPE $14M
  • NET 270
  • BOOK 63rd
  • VS-ST 401(k)
  • BOY near Anderson Group 401(k) Savings Plan
  • SCH ind #8992

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 Manufacturing retirement plans → · Plans in California →

Capstan Incorporated Tax Favored Savings & Investment Plan in the asset neighbourhood

Capstan Incorporated Tax Favored Savings & Investment PlanCapstan Incorporated Tax Fav…$14MAnderson Group 401(k) Savings PlanAnderson Group 401(k) Saving…$14MDoman Tucker Lumber Companies 401(k) PlanDoman Tucker Lumber Companie…$14MNew Mather Metals, Inc. Franklin Plant 401(k) PlanNew Mather Metals, Inc. Fran…$14MPar Excellence 401(k) Plan$14M
End-of-year total assets ($M) among Capstan Incorporated Tax Favored Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN330703225
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capstan, Inc.)

Sponsor-wide plan assets over time

All Capstan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 12.430942993079862% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M$14.5M 202220232024 $12.5M $14M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 242 $12M
2023 1 223 $13M
2024 1 270 $14M

Nearby 401(k) Plans in California

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

Capstan Incorporated Tax Favored Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Capstan Incorporated Tax Favored Savings & Investment Plan, Total assets ($B): 0.014017845 · Participants: 270Capstan Incorporated Tax Favored Savings & Investment PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Capstan Incorporated Tax Favored Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Capstan Incorporated Tax Favored Savings & Investment Plan side-by-side with 3 peers →

Capstan Incorporated Tax Favored Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Anderson Group 401(k) Savings Plan in WA ($14M); by covered participants it is Frac Shack America 401(k) Retirement Plan in CO (270 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Capstan Incorporated Tax Favored Savings & Investment Plan assets move in 2024? ▼
Capstan Incorporated Tax Favored Savings & Investment Plan grew at a solid clip - up 6.5% during 2024, from $13M to $14M. Reported net income was $2M.
How have Capstan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capstan, Inc.'s sponsor-wide assets grew 12.4%, from $12M to $14M.
Which 401(k) plans are similar in size to Capstan Incorporated Tax Favored Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anderson Group 401(k) Savings Plan in WA ($14M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Capstan Incorporated Tax Favored Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frac Shack America 401(k) Retirement Plan in CO (270 participants, $648K 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 330703225.

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.