401(k) · DOL Form 5500 · 2024

Capital City Fruit, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
153
Participants Small participant base
63rd
Percentile by assets National rank
$92,234
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capital City Fruit Employer Profit Sharing Plan · Sponsored by Capital City Fruit, Inc. · Iowa · Wholesale Trade

$14M in assets, 153 participants

Capital City Fruit, Inc.'s Capital City Fruit Employer Profit Sharing Plan reported $14M in total assets and 153 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.

  • #3,399 in Wholesale Trade (6,080 peers)

Coverage in Iowa

Capital City Fruit Employer Profit Sharing Plan covers 153 participants in Iowa, about 25% of the average Iowa filer (state average ~609 per filing). Assets: $14M.

#3,399
in Wholesale Trade (6,080 peers)
+10.0%
assets growth YoY

Capital City Fruit Employer Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Capital City Fruit Employer Profit Sharing Plan vs every filed plan by assets

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

$14,111,876 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

Capital City Fruit Employer Profit Sharing 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. Capital City Fruit Employer Profit Sharing Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capital City Fruit Employer Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Capital City Fruit Employer Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Capital City Fruit Employer Profit Sharing Plan reported participants rose from 145 in the plan year 2023 filing to 153 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 420981294 · Capital City Fruit, Inc. PY 2024 · 401(k)

Capital City Fruit Employer Profit Sharing Plan · $14M · 153 · 63rd

  • VS-ST $14M
  • VS-ST 153
  • VS-ST 63rd
  • VS-ST 401(k)
  • VS-ST near The Center for Youth and Family Solutions 401(k) Plan
  • VS-ST ind #3399

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 Wholesale Trade retirement plans → · Plans in Iowa →

Capital City Fruit Employer Profit Sharing Plan in the asset neighbourhood

Capital City Fruit Employer Profit Sharing PlanCapital City Fruit Employer …$14MThe Center for Youth and Family Solutions 401(k) PlanThe Center for Youth and Fam…$14MGreenlight Biosciences Inc 401(k) Retirement PlanGreenlight Biosciences Inc 4…$14MPacific Northwest Ballet Association Employee Benefit Plan (Staff)Pacific Northwest Ballet Ass…$14MCetecom Inc. 401(k) Plan$14M
End-of-year total assets ($M) among Capital City Fruit Employer Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN420981294
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital City Fruit, Inc.)

Sponsor-wide plan assets over time

All Capital City Fruit, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 35.516169222309735% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.4M $14.1M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 139 $10M
2023 1 145 $13M
2024 1 153 $14M

Nearby 401(k) Plans in Iowa

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

Capital City Fruit Employer Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Capital City Fruit Employer Profit Sharing Plan, Total assets ($B): 0.014111876 · Participants: 153Capital City Fruit Employer Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Capital City Fruit Employer Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Capital City Fruit Employer Profit Sharing Plan side-by-side with 3 peers →

Capital City Fruit Employer Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is The Center for Youth and Family Solutions 401(k) Plan in IL ($14M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Capital City Fruit Employer Profit Sharing Plan assets move in 2024? ▼
Capital City Fruit Employer Profit Sharing Plan grew at a solid clip - up 10.0% during 2024, from $13M to $14M. Reported net income was $1M.
How have Capital City Fruit, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital City Fruit, Inc.'s sponsor-wide assets grew 35.5%, from $10M to $14M.
Which 401(k) plans are similar in size to Capital City Fruit Employer Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Center for Youth and Family Solutions 401(k) Plan in IL ($14M, 460 participants).
Which 401(k) plans cover a similar participant headcount to Capital City Fruit Employer Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 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 420981294.

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.