401(k) · DOL Form 5500 · 2022

Capital Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
53
Participants Small participant base
73rd
Percentile by assets National rank
$287,373
Avg per participant High balance/head
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Official DOL plan name: Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan · Sponsored by Capital Advisors, Inc. · Oklahoma · Finance & Insurance

$15M in assets, 53 participants

Capital Advisors, Inc.'s Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan reported $15M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,354 in Finance & Insurance (9,261 peers)

Capital Advisors, Inc. multi-year trail

Capital Advisors, Inc.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan at $15M / 53 participants.

#5,354
in Finance & Insurance (9,261 peers)
+0.3%
assets growth YoY

Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan's outsized position by total assets

Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan vs every filed plan by assets

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

$15,230,782 Top 27% higher than 73% 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

Capital Advisors Inc 401(k) Plan Employee Stock Ownership 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. Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 731044294 · Capital Advisors, Inc. PY 2022 · 401(k)

Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan · $15M · 53 · 73rd

  • ASSETS $15M
  • ASSETS 53
  • ASSETS 73rd
  • ASSETS 401(k)
  • ASSETS near Nordic Industries, Inc. Retirement Savings Plan
  • ASSETS ind #5354

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 Oklahoma →

Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan in the asset neighbourhood

Capital Advisors Inc 401(k) Plan Employee Stock Ownership PlanCapital Advisors Inc 401(k) …$15MNordic Industries, Inc. Retirement Savings PlanNordic Industries, Inc. Reti…$15MAllan Bros, Inc. 401(k) Plan and TrustAllan Bros, Inc. 401(k) Plan…$15MCunningham Childrens Home Retirement PlanCunningham Childrens Home Re…$15MAccordion Partners 401(k) PlanAccordion Partners 401(k) Pl…$15M
End-of-year total assets ($M) among Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Capital Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Capital Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 44.62183885239773% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.2M $22M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 53 $15M
2023 1 58 $21M
2024 1 61 $22M

Capital Advisors, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$44K
Employer EIN731044294
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan, Total assets ($B): 0.015230782 · Participants: 53Capital Advisors Inc 401(k) Plan Employee Stock Ownership PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan side-by-side with 3 peers →

Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Nordic Industries, Inc. Retirement Savings Plan in CA ($15M); by covered participants it is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan assets move in 2022? ▼
Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan held essentially flat - up 0.3% during 2022, from $15M to $15M. Reported net income was $44K.
How have Capital Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Advisors, Inc.'s sponsor-wide assets grew 44.6%, from $15M to $22M.
Which 401(k) plans are similar in size to Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nordic Industries, Inc. Retirement Savings Plan in CA ($15M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants, N/A 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 731044294.

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.