401(k) · DOL Form 5500 · 2022

Store Capital Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
115
Participants Small participant base
64th
Percentile by assets National rank
$83,229
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Store Capital Advisors, LLC 401(k) Plan · Sponsored by Store Capital Advisors, LLC · Arizona · Real Estate

$10M in assets, 115 participants

Store Capital Advisors, LLC's Store Capital Advisors, LLC 401(k) Plan reported $10M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,023 in Real Estate (5,057 peers)

Coverage in Arizona

Store Capital Advisors, LLC 401(k) Plan covers 115 participants in Arizona, about 20% of the average Arizona filer (state average ~564 per filing). Assets: $10M.

#4,023
in Real Estate (5,057 peers)
-18.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Store Capital Advisors, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Store Capital Advisors, LLC 401(k) Plan vs every filed plan by assets

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

$9,571,335 Top 36% higher than 64% 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

Store Capital Advisors, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Store Capital Advisors, LLC 401(k) Plan sits mid-pack in the medium band (115 participants).

Plan-year Form 5500 strip

Filing strip 274638734 · Store Capital Advisors, LLC PY 2022 · 401(k)

Store Capital Advisors, LLC 401(k) Plan · $10M · 115 · 64th

  • PART $10M
  • PART 115
  • PART 64th
  • PART 401(k)
  • PART near Overhead Conveyor Co. 401(k) Plan and Trust
  • PART ind #4023

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 Real Estate retirement plans → · Plans in Arizona →

Store Capital Advisors, LLC 401(k) Plan in the asset neighbourhood

Store Capital Advisors, LLC 401(k) PlanStore Capital Advisors, LLC …$10MOverhead Conveyor Co. 401(k) Plan and TrustOverhead Conveyor Co. 401(k)…$10MChicago Dental Society 401(k) PlanChicago Dental Society 401(k…$10MDba Dutchie 401(k) Plan$10MLessard Design Inc. Employees Savings TrustLessard Design Inc. Employee…$10M
End-of-year total assets ($M) among Store Capital Advisors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN274638734
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Store Capital Advisors, LLC)

Sponsor-wide plan assets over time

All Store Capital Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 59.671738581921964% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.57M $15.3M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 115 $10M
2023 1 114 $12M
2024 1 140 $15M

Nearby 401(k) Plans in Arizona

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

Store Capital Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Store Capital Advisors, LLC 401(k) Plan, Total assets ($B): 0.009571335 · Participants: 115Store Capital Advisors, LLC 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Store Capital Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Store Capital Advisors, LLC 401(k) Plan side-by-side with 3 peers →

Store Capital Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Overhead Conveyor Co. 401(k) Plan and Trust in MI ($10M); by covered participants it is Gt Distributors, Inc. 401(k) Plan in TX (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Store Capital Advisors, LLC 401(k) Plan assets move in 2022? ▼
Store Capital Advisors, LLC 401(k) Plan declined sharply - down 18.2% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Store Capital Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Store Capital Advisors, LLC's sponsor-wide assets grew 59.7%, from $10M to $15M.
Which 401(k) plans are similar in size to Store Capital Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Overhead Conveyor Co. 401(k) Plan and Trust in MI ($10M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Store Capital Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gt Distributors, Inc. 401(k) Plan in TX (115 participants, $5M 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 274638734.

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.