Profit Sharing · DOL Form 5500 · 2024
Capital Investment Services of America, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: Cisa Profit Sharing Plan and Trust · Sponsored by Capital Investment Services of America, Inc. · Wisconsin · Finance & Insurance
$17M in assets, 10 participants
Capital Investment Services of America, Inc.'s Cisa Profit Sharing Plan and Trust reported $17M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #4,390 in Finance & Insurance (8,549 peers)
Capital Investment Services of America, Inc. multi-year trail
Capital Investment Services of America, Inc.'s plans moved +38.5% in assets from 2022 to 2024; this filing shows Cisa Profit Sharing Plan and Trust at $17M / 10 participants.
- #4,390
- in Finance & Insurance (8,549 peers)
- +11.5%
- assets growth YoY
Cisa Profit Sharing Plan and Trust's outsized position by total assets
Cisa Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,858,923 Top 33% higher than 67% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cisa Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cisa Profit Sharing Plan and Trust is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cisa Profit Sharing Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Cisa Profit Sharing Plan and Trust end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391344581 · Capital Investment Services of America, Inc. PY 2024 · Profit Sharing
Cisa Profit Sharing Plan and Trust · $17M · 10 · 67th
- EOY $17M
- 5500 10
- ASSETS 67th
- PCT Profit Sharing
- EIN near Holt Services, Inc. ESOP
- RANK ind #4390
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
Cisa Profit Sharing Plan and Trust in the asset neighbourhood
Capital Investment Services of America, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Capital Investment Services of America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 38.49056343383906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $12M |
| 2023 | 1 | 10 | $15M |
| 2024 | 1 | 10 | $17M |
Capital Investment Services of America, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 391344581 |
| Plan Effective Date | 1986-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
Cisa Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Holt Services, Inc. ESOP in WA ($17M); by covered participants it is Ts Cafe Incorporated Retirement Plan in PA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Holt Services, Inc. ESOP (WA) $17M · N/A
- Great Lakes Behavioral Research Institute Employee Pension Plan (PA) $17M · 177
- Hga Supplemental Profit Sharing Plan (MN) $17M · 297
- Spike Enterprises Inc. Retirement Plan (TX) $17M · 27
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Ts Cafe Incorporated Retirement Plan (PA) 10 · 0 off
- Dt Wright Holdings Inc. Retirement Plan (OH) 10 · 0 off
- Nstar Sport, Inc. Retirement Plan (WA) 10 · 0 off
- Dione Schwartz Inc. Retirement Plan (AZ) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.