401(k) · DOL Form 5500 · 2022
Staton Financial, Inc. 401(k) Plan
Data updated 2026-08-25
- $90K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $45,000
- Avg per participant Low balance/head
Official DOL plan name: Staton Financial Retirement Plan · Sponsored by Staton Financial, Inc. · Texas · Finance & Insurance
$90K in assets, 2 participants
Staton Financial, Inc.'s Staton Financial Retirement Plan reported $90K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.
- #317 in Finance & Insurance (9,261 peers)
Staton Financial, Inc. multi-year trail
Staton Financial, Inc.'s plans moved +275.6% in assets from 2022 to 2024; this filing shows Staton Financial Retirement Plan at $90K / 2 participants.
- #317
- in Finance & Insurance (9,261 peers)
- +5.9%
- assets growth YoY
Staton Financial Retirement Plan among the smaller filed plans by assets
Staton Financial Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$90,000 6th percentile higher than 6% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Staton Financial Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Staton Financial Retirement Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 832055798 · Staton Financial, Inc. PY 2022 · 401(k)
Staton Financial Retirement Plan · $90K · 2 · 6th
- BOOK $90K
- VS-ST 2
- BOY 6th
- SCH 401(k)
- EBSA near Sunada Froyo Inc. 401(k) Plan
- PART ind #317
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 Finance & Insurance retirement plans → · Plans in Texas →
Staton Financial Retirement Plan in the asset neighbourhood
Staton Financial, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Staton Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $338K 275.55555555555554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $90K |
| 2023 | 1 | 2 | $250K |
| 2024 | 1 | 5 | $338K |
Staton Financial, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $85K |
|---|---|
| Net Assets (End of Year) | $90K |
| Net Income | $5K |
| Employer EIN | 832055798 |
| Plan Effective Date | 2018-09-28 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Staton Financial Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Sunada Froyo Inc. 401(k) Plan in WA ($90K); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.