How many plans does Capfinancial Partners LLC serve?

Capfinancial Partners LLC serves 1,396 retirement plans with $468.9B in plan assets and 5,468,610 participants, based on the latest Form 5500 filings through 2024.

What does Capfinancial Partners LLC charge?

Plans reported $84.8M in total Schedule C compensation paid to Capfinancial Partners LLC. The median plan paid $46K. Fees vary with plan size and the services each plan buys.

Capfinancial Partners LLC 401(k) Clients: 1,396 Plans, $468.9B (2024)

Capfinancial Partners LLC at a glance

Capfinancial Partners LLC appears on 1,396 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $468.9B in assets for 5,468,610 participants. The median client plan holds $78.4M. Most client plans are sponsored in NY, MI and CA. The largest clients by plan assets are Southwest Airlines Company, The Mount Sinai Medical Center and Boston Scientific Corporation. Plans reported $84.8M in direct and indirect compensation paid to Capfinancial Partners LLC, a median of $46K per plan.

Participants: 5,468,610
Median plan assets: $78.4M
Median plan participants: 834
Median fees per plan: $46K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Southwest Airlines Company	TX	$11.6B	13,086
The Mount Sinai Medical Center	NY	$9.5B	75,936
Boston Scientific Corporation	MA	$7.9B	34,105
Washington University in St. Louis	MO	$7.5B	40,001
Philips North America LLC	MA	$6.4B	27,842
Geico Corporation	DC	$6.2B	47,131
The Mitre Corporation	VA	$5.1B	19,699
Centene Corporation	MO	$4.7B	67,132
WPP Group USA, Inc.	NY	$4.7B	41,591
Northwestern University	IL	$4.4B	25,018
Montefiore Medical Center	NY	$4.3B	25,425
Firstenergy Corp.	OH	$4.2B	16,218
Savings Board of the NFL Player Second Career Savings Plan	MD	$4.1B	11,630
Ericsson Inc.	TX	$3.8B	12,872
Beth Israel Lahey Health	MA	$3.5B	47,712
Cornell University	NY	$3.3B	27,549
WSP USA Buildings Inc.	NY	$3.3B	23,617
Gartner, Inc.	CT	$3.2B	15,249
Aon Consulting, Inc.	IL	$3.1B	87,813
Samsung Electronics America, Inc.	NJ	$3.1B	20,495
Baycare Health System	FL	$3.1B	40,015
Board of Directors of Pentegra Defined Benefit Plan	NY	$3.0B	15,292
Republic Services, Inc.	AZ	$3.0B	43,434
Kimley Horn and Associates, Inc.	NC	$2.9B	11,508
Salt River Valley Water Users Association	AZ	$2.9B	11,406

Top client states

NY133 plans
MI127 plans
CA91 plans
PA88 plans
NJ84 plans

Frequently asked questions

Who uses Capfinancial Partners LLC?: 1,396 retirement plans list Capfinancial Partners LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Southwest Airlines Company, The Mount Sinai Medical Center, Boston Scientific Corporation, Washington University in St. Louis and Philips North America LLC. Most client plans are sponsored in NY, MI and CA.
How many plans does Capfinancial Partners LLC serve?: Capfinancial Partners LLC serves 1,396 retirement plans with $468.9B in plan assets and 5,468,610 participants, based on the latest Form 5500 filings through 2024.
What does Capfinancial Partners LLC charge?: Plans reported $84.8M in total Schedule C compensation paid to Capfinancial Partners LLC. The median plan paid $46K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served1,396+83 YoYRank #20 of mapped providers

Assets under administration$468.9B0.5%Market share · rank #29

Fees received$85MMedian $45,969/planSum across Schedule C direct + indirect

Net wins YoY+76234 won · 158 lostPlan-level switch detection

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