How big is Caplan Brothers, Inc.'s plan?

Caplan Brothers, Inc.'s plan reported $1.7M in assets and 24 participants for 2024.

Original filing (PDF)20251010153456NAL0004376803001

Caplan Brothers, Inc.

Name: Caplan Brothers, Inc. — Caplan Brothers, Inc., Form 5500 (2024)
Creator: Caplan Brothers, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caplan Brothers, Inc. Pension Plan

Defined-benefit pension plan · Caplan Brothers, Inc.'s Caplan Brothers, Inc. Pension Plan held $1.7M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Bernie Steinharter signed Caplan Brothers, Inc.'s 2024 Form 5500 as plan administrator.

Bernie Steinharter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Caplan Brothers, Inc.'s EIN is 52-0554704.

EIN 52-0554704

Plan number 001

Plan year 2024

ACK ID 20251010153456NAL0004376803001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caplan Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caplan Brothers, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPLAN BROTHERS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score