401(k) · DOL Form 5500 · 2022

Banner Oak Capital Partners, LP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
14
Participants Small participant base
49th
Percentile by assets National rank
$328,139
Avg per participant High balance/head
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Official DOL plan name: Banner Oak Capital Partners, LP Retirement Plan · Sponsored by Banner Oak Capital Partners, LP · Texas · Finance & Insurance

$5M in assets, 14 participants

Banner Oak Capital Partners, LP's Banner Oak Capital Partners, LP Retirement Plan reported $5M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,140 in Finance & Insurance (9,261 peers)

Banner Oak Capital Partners, LP multi-year trail

Banner Oak Capital Partners, LP's plans moved +61.8% in assets from 2022 to 2024; this filing shows Banner Oak Capital Partners, LP Retirement Plan at $5M / 14 participants.

#3,140
in Finance & Insurance (9,261 peers)
-10.9%
assets change YoY

The plan reported a net loss of $563K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Banner Oak Capital Partners, LP Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Banner Oak Capital Partners, LP Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,593,945 49th percentile higher than 49% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Banner Oak Capital Partners, LP Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Banner Oak Capital Partners, LP Retirement Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 611793080 · Banner Oak Capital Partners, LP PY 2022 · 401(k)

Banner Oak Capital Partners, LP Retirement Plan · $5M · 14 · 49th

  • ASSETS $5M
  • PCT 14
  • EIN 49th
  • RANK 401(k)
  • PHOTO near Old Edwards Hospitality Group 401(k) Plan
  • IND ind #3140

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 →

Banner Oak Capital Partners, LP Retirement Plan in the asset neighbourhood

Banner Oak Capital Partners, LP Retirement PlanBanner Oak Capital Partners,…$5MOld Edwards Hospitality Group 401(k) PlanOld Edwards Hospitality Grou…$5MGreen Mechanical Construction, Inc. 401(k) PlanGreen Mechanical Constructio…$5MKelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) PlanKelvin C. Choi, D.D.S., Inc.…$5MEasy Street 401(k) Retirement PlanEasy Street 401(k) Retiremen…$5M
End-of-year total assets ($M) among Banner Oak Capital Partners, LP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Banner Oak Capital Partners, LP multi-year asset trail

Sponsor-wide plan assets over time

All Banner Oak Capital Partners, LP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 61.83987836162601% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.59M $7.43M ▲ +61.9%
Year Plans Participants Total Assets
2022 1 14 $5M
2023 1 14 $6M
2024 1 13 $7M

Banner Oak Capital Partners, LP filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$563K
Employer EIN611793080
Plan Effective Date2019-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Banner Oak Capital Partners, LP Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Banner Oak Capital Partners, LP Retirement Plan, Total assets ($B): 0.004593945 · Participants: 14Banner Oak Capital Partners, LP Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Banner Oak Capital Partners, LP Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Banner Oak Capital Partners, LP Retirement Plan side-by-side with 3 peers →

Banner Oak Capital Partners, LP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Old Edwards Hospitality Group 401(k) Plan in NC ($5M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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.

Frequently Asked Questions

How did Banner Oak Capital Partners, LP Retirement Plan assets move in 2022? ▼
Banner Oak Capital Partners, LP Retirement Plan pulled back noticeably - down 10.9% during 2022, from $5M to $5M. Reported net income was -$563K.
How have Banner Oak Capital Partners, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Banner Oak Capital Partners, LP's sponsor-wide assets grew 61.8%, from $5M to $7M.
Which 401(k) plans are similar in size to Banner Oak Capital Partners, LP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Old Edwards Hospitality Group 401(k) Plan in NC ($5M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Banner Oak Capital Partners, LP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611793080.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.