Plan5500

Caplin & Drysdale — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Caplin & Drysdale (EIN 52-1226629) is a plan sponsor located in Washington, DC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1226629
Location
Washington, DC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Caplin & Drysdale

  • 2 loaded plans hold $66.7M in reported assets.
  • The largest, Caplin & Drysdale, Chartered Retirement Plan And Trust Single Plan A, holds 82% of this company's reported plan assets.
  • Plans cover 135 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66.7MSummed across loaded plans$66,745,203
Total reported assets$66.7M$66,745,203
Total reported participants135
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$66.7M total assets
Net assets$66.7MLiabilities—
Contributions & income
Employer contributions$2.2M
Participant contributions$942.8K
Total income / additions$16.4M
Expenses & distributions
Benefits paid / distributions$21.2M
Total expenses$21.2M
Net increase / (decrease)-$4.8M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets82%Caplin & Drysdale, Chartered Retirement Plan And Trust Single Plan A
Participants per plan68Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Caplin & Drysdale, Chartered Retirement Plan And Trust Single Plan A$55.1M
    Plan #001 · 82 participants · 2023
  2. 2
    Caplin & Drysdale, Chartered Retirement Plan And Trust Single Plan B$11.7M
    Plan #002 · 53 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Caplin & Drysdale. Open one for its full reported snapshot.

  1. 2023
    Caplin & Drysdale, Chartered Retirement Plan And Trust Single Plan A82 participants · 2Sch I
    View filing →
  2. 2023
    Caplin & Drysdale, Chartered Retirement Plan And Trust Single Plan B53 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Caplin & Drysdale report on Form 5500?
Caplin & Drysdale (EIN 52-1226629) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Caplin & Drysdale?
The Employer Identification Number (EIN) reported for Caplin & Drysdale is 52-1226629.
What is the latest Form 5500 filing year for Caplin & Drysdale?
The latest loaded Form 5500 filing year for Caplin & Drysdale is 2023.

Related Form 5500 pages