ESOP · DOL Form 5500 · 2024

Capital Financial Group, Inc. ESOP

Data updated 2026-08-25

$37K
Total assets Small plan by assets
15
Participants Small participant base
3rd
Percentile by assets National rank
$2,464
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capital Financial Group, Inc. Employee Stock Ownership Plan · Sponsored by Capital Financial Group, Inc. · Texas · Finance & Insurance

$37K in assets, 15 participants

Capital Financial Group, Inc.'s Capital Financial Group, Inc. Employee Stock Ownership Plan reported $37K in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.

  • #153 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Capital Financial Group, Inc. Employee Stock Ownership Plan holds $37K for 15 participants - about $2,464 per participant, among the smaller plans by assets on file.

#153
in Finance & Insurance (8,549 peers)
+0.0%
assets growth YoY

Capital Financial Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Capital Financial Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$36,954 3rd percentile higher than 3% 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 Financial Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Financial Group, Inc. Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capital Financial Group, Inc. Employee Stock Ownership Plan reported participants rose from 13 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760188007 · Capital Financial Group, Inc. PY 2024 · ESOP

Capital Financial Group, Inc. Employee Stock Ownership Plan · $37K · 15 · 3rd

  • 5500 $37K
  • ASSETS 15
  • PCT 3rd
  • EIN ESOP
  • RANK near Blfn Management Company, Inc. ESOP
  • PHOTO ind #153

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 What is an ESOP? → · Plans in Texas →

Capital Financial Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Capital Financial Group, Inc. Employee Stock Ownership PlanCapital Financial Group, Inc…$37KBlfn Management Company, Inc. ESOPBlfn Management Company, Inc…$37KJo Ann Rains Employee Stock Ownership PlanJo Ann Rains Employee Stock …$39KBjam Management Company, Inc. Employee Stock Ownership and Profit Sharing PlanBjam Management Company, Inc…$35KLewallen Construction Co Inc ESOPLewallen Construction Co Inc…$35K
End-of-year total assets ($M) among Capital Financial Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$37K
Net Assets (End of Year)$37K
Employer EIN760188007
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Financial Group, Inc.)

Sponsor-wide plan assets over time

All Capital Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37K 0% vs 2022
2024 filing year
$0.04M 202220232024 $0.04M $0.04M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 12 $37K
2023 1 13 $37K
2024 1 15 $37K

Nearby ESOP Plans in Texas

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

Capital Financial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Capital Financial Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000036954 · Participants: 15Capital Financial Group, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Capital Financial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Capital Financial Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Capital Financial Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Blfn Management Company, Inc. ESOP in CO ($37K); by covered participants it is Battery-Biz Employee Stock Ownership Plan in CA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Financial Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Capital Financial Group, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $37K to $37K.
How have Capital Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Financial Group, Inc.'s sponsor-wide assets grew 0.0%, from $37K to $37K.
Where does Capital Financial Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Capital Financial Group, Inc. Employee Stock Ownership Plan ranks in the 3rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Capital Financial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blfn Management Company, Inc. ESOP in CO ($37K, 23 participants).
Which ESOP plans cover a similar participant headcount to Capital Financial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Battery-Biz Employee Stock Ownership Plan in CA (15 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 760188007.

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.