Department of Labor filing

CAPITAL GROUP COMPANIES, INC.

CAPITAL RETIREMENT SAVINGS PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Apr 7, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

100filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$26,412

Reported employer contributions per active participant.

Higher than about 100% of comparable plans

#People in the filing

8,086

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$0 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 100% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 2024100out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions100th percentileTypical peer $2,064 · based on 4,083 comparable plans

Lower reported administrative expense100th percentileTypical peer $59 · based on 4,062 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, CAPITAL GROUP COMPANIES, INC. reported $213,566,193 in employer contributions across the plan and 8,086 active participants. That works out to $26,412 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy66%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 10.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendNot enough history

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context100/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $213,566,193
Participant contributions: $90,987,254
Other contributions: $24,179,746
Employer share of reported contributions: 70.1%
Beginning assets: $7,067,430,633
Ending assets: $8,159,877,187
Ending net assets: $8,147,108,313
Ending liabilities: $12,768,874
Total income: $1,410,511,925
Total expenses: $318,232,954
Administrative expenses: $2,225
Participant loans: $13,569,156

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$23,997

2023

$24,125

2024

$26,412

Plan-paid administrative expenses per participant

2022

2023

2024

Active participants

2022

7,742

2023

7,871

2024

8,086

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$26,412	8,086	8.2B	20260407122345NAL0004976899001
2023	$24,125	7,871	7.1B	20250321005622NAL0005520851001
2022	$23,997	7,742	6.1B	20240207125137NAL0036624209001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 860206507-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1988
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2R2S2T

Current plan terms

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Filing ACK_ID20260407122345NAL0004976899001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗