401(k) · DOL Form 5500 · 2024

Caplin & Drysdale 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
72
Participants Small participant base
86th
Percentile by assets National rank
$863,438
Avg per participant High balance/head
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Official DOL plan name: Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a · Sponsored by Caplin & Drysdale · District of Columbia · Professional & Technical Services

$62M in assets, 72 participants

Caplin & Drysdale's Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a reported $62M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,644 in Professional & Technical Services (20,173 peers)

Where Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a sits by assets

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a sits in the top quartile of all filed plans by assets, $62M for 72 participants (~$863,438/participant), up 12.9% in 2024.

#17,644
in Professional & Technical Services (20,173 peers)
+12.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a's outsized position by total assets

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a vs every filed plan by assets

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

$62,167,567 Top 14% higher than 86% 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

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a reported net income rose from -$7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a end-of-year assets rose from $55M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a reported participants rose from 67 in the plan year 2023 filing to 72 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 521226629 · Caplin & Drysdale PY 2024 · 401(k)

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a · $62M · 72 · 86th

  • PCT $62M
  • PCT 72
  • PCT 86th
  • PCT 401(k)
  • PCT near Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan
  • PCT ind #17644

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a in the asset neighbourhood

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan aCaplin & Drysdale, Chartered…$62MLevine & Staller, P.a. 401(k) Safe Harbor Profit Sharing PlanLevine & Staller, P.a. 401(k…$62MPride Mobility Products 401(k) Profit Sharing PlanPride Mobility Products 401(…$62MThe Mcshane Companies 401(k) and Profit Sharing PlanThe Mcshane Companies 401(k)…$62MGreat Wolf Resorts 401(k) PlanGreat Wolf Resorts 401(k) Pl…$62M
End-of-year total assets ($M) among Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$62M
Net Income$6M
Employer EIN521226629
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caplin & Drysdale)

Sponsor-wide plan assets over time

All Caplin & Drysdale plans reported in each filing year

Latest sponsor-wide plan assets
$74M 4.593167127070212% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $71.2M $74.4M ▲ +4.6%
Year Plans Participants Total Assets
2022 2 91 $71M
2023 2 94 $67M
2024 2 98 $74M

Nearby 401(k) Plans in District of Columbia

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

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a, Total assets ($B): 0.062167567 · Participants: 72Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan aDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a side-by-side with 3 peers →

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan in PA ($62M); by covered participants it is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a assets move in 2024? ▼
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a grew at a solid clip - up 12.9% during 2024, from $55M to $62M. Reported net income was $6M.
How have Caplin & Drysdale plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caplin & Drysdale's sponsor-wide assets grew 4.6%, from $71M to $74M.
Where does Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a rank by assets among Form 5500 filers? ▼
Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a? ▼
Among 401(k) plans in other states, the closest by assets is Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan in PA ($62M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a? ▼
Among 401(k) plans in other states, the closest by covered participants is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants, $5M 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 521226629.

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.