401(k) · DOL Form 5500 · 2023

Sepio Capital LP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
37th
Percentile by assets National rank
$120,605
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sepio Capital LP 401(k) Profit Sharing Plan & Trust · Sponsored by Sepio Capital LP · Utah · Finance & Insurance

$3M in assets, 27 participants

Sepio Capital LP's Sepio Capital LP 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,282 in Finance & Insurance (8,869 peers)

Sepio Capital LP multi-year trail

Sepio Capital LP's plans moved +52.2% in assets from 2022 to 2024; this filing shows Sepio Capital LP 401(k) Profit Sharing Plan & Trust at $3M / 27 participants.

#2,282
in Finance & Insurance (8,869 peers)
+47.8%
assets growth YoY

Sepio Capital LP 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Sepio Capital LP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,256,343 37th percentile higher than 37% of 127,068 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 2023

Sepio Capital LP 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sepio Capital LP 401(k) Profit Sharing Plan & Trust is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sepio Capital LP 401(k) Profit Sharing Plan & Trust reported net income rose from -$86K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sepio Capital LP 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sepio Capital LP 401(k) Profit Sharing Plan & Trust reported participants fell from 29 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 821511742 · Sepio Capital LP PY 2023 · 401(k)

Sepio Capital LP 401(k) Profit Sharing Plan & Trust · $3M · 27 · 37th

  • SCH $3M
  • SCH 27
  • SCH 37th
  • SCH 401(k)
  • SCH near Affordable Housing Retirement Trust
  • SCH ind #2282

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 Utah →

Sepio Capital LP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Sepio Capital LP 401(k) Profit Sharing Plan & TrustSepio Capital LP 401(k) Prof…$3MAffordable Housing Retirement TrustAffordable Housing Retiremen…$3MThink Power Solutions 401(k) PlanThink Power Solutions 401(k)…$3MCpap 401(k) Plan$3MSilicon Valley Leadership Group 401(k) PlanSilicon Valley Leadership Gr…$3M
End-of-year total assets ($M) among Sepio Capital LP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sepio Capital LP multi-year asset trail

Sponsor-wide plan assets over time

All Sepio Capital LP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 52.22877034690436% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.2M $3.35M ▲ +52.3%
Year Plans Participants Total Assets
2022 1 29 $2M
2023 1 27 $3M
2024 1 26 $3M

Sepio Capital LP filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN821511742
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Sepio Capital LP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Sepio Capital LP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003256343 · Participants: 27Sepio Capital LP 401(k) Profit Sharing Plan & TrustIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Sepio Capital LP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Sepio Capital LP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Sepio Capital LP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Affordable Housing Retirement Trust in CA ($3M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sepio Capital LP 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Sepio Capital LP 401(k) Profit Sharing Plan & Trust surged - up 47.8% during 2023, from $2M to $3M. Reported net income was $1M.
How have Sepio Capital LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sepio Capital LP's sponsor-wide assets grew 52.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Sepio Capital LP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Affordable Housing Retirement Trust in CA ($3M, 418 participants).
Which 401(k) plans cover a similar participant headcount to Sepio Capital LP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 821511742.

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.