401(k) · DOL Form 5500 · 2022
Satori Capital, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $144,223
- Avg per participant Near avg balance/head
Official DOL plan name: Satori Capital 401(k) Plan · Sponsored by Satori Capital, LLC · Texas · Finance & Insurance
$4M in assets, 30 participants
Satori Capital, LLC's Satori Capital 401(k) Plan reported $4M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #3,050 in Finance & Insurance (9,261 peers)
Satori Capital, LLC multi-year trail
Satori Capital, LLC's plans moved +55.2% in assets from 2022 to 2024; this filing shows Satori Capital 401(k) Plan at $4M / 30 participants.
- #3,050
- in Finance & Insurance (9,261 peers)
- +1.3%
- assets growth YoY
Satori Capital 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Satori Capital 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,326,691 48th percentile higher than 48% 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
Satori Capital 401(k) 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. Satori Capital 401(k) Plan is a small filing (30 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 800303624 · Satori Capital, LLC PY 2022 · 401(k)
Satori Capital 401(k) Plan · $4M · 30 · 48th
- PHOTO $4M
- IND 30
- EOY 48th
- 5500 401(k)
- ASSETS near Gary Mathews Motors, Inc. 401(k) Plan
- PCT ind #3050
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 →
Satori Capital 401(k) Plan in the asset neighbourhood
Satori Capital, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Satori Capital, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 55.156330784888496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $4M |
| 2023 | 1 | 36 | $6M |
| 2024 | 1 | 37 | $7M |
Satori Capital, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $54K |
| Employer EIN | 800303624 |
| Plan Effective Date | 2013-01-01 |
| 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
Satori Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Gary Mathews Motors, Inc. 401(k) Plan in TN ($4M); by covered participants it is Spark451 Inc. 401(k) Plan in NY (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.
- Spark451 Inc. 401(k) Plan (NY) 30 · 0 off
- Echols Metal LLC 401(k) Profit Sharing Plan (AL) 30 · 0 off
- Kizer Pharmacy, LLC Safe Harbor 401(k) Plan (TN) 30 · 0 off
- Central Bank Employee Retirement Plan (AR) 30 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.