401(k) · DOL Form 5500 · 2023

Satori Capital, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
36
Participants Small participant base
47th
Percentile by assets National rank
$159,871
Avg per participant Above avg balance/head
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Official DOL plan name: Satori Capital 401(k) Plan · Sponsored by Satori Capital, LLC · Texas · Finance & Insurance

$6M in assets, 36 participants

Satori Capital, LLC's Satori Capital 401(k) Plan reported $6M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,974 in Finance & Insurance (8,869 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 $6M / 36 participants.

#2,974
in Finance & Insurance (8,869 peers)
+33.0%
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 2023 · DOL Form 5500

$5,755,345 47th percentile higher than 47% 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

Satori Capital 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Satori Capital 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Satori Capital 401(k) Plan reported net income rose from $54K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Satori Capital 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Satori Capital 401(k) Plan reported participants rose from 30 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800303624 · Satori Capital, LLC PY 2023 · 401(k)

Satori Capital 401(k) Plan · $6M · 36 · 47th

  • SCH $6M
  • EBSA 36
  • PART 47th
  • TYPE 401(k)
  • NET near Holt Farms 401(k) Profit Sharing Plan
  • BOOK ind #2974

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 401(k) Plan$6MHolt Farms 401(k) Profit Sharing PlanHolt Farms 401(k) Profit Sha…$6MFallon Service, Inc. 401(k) PlanFallon Service, Inc. 401(k) …$6MFarmers Bank 401(k) Profit Sharing PlanFarmers Bank 401(k) Profit S…$6MBriefing.Com, Inc. 401(k) PlanBriefing.Com, Inc. 401(k) Pl…$6M
End-of-year total assets ($M) among Satori Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$4M$5M$6M$7M 202220232024 $4.33M $6.71M ▲ +55.0%
Year Plans Participants Total Assets
2022 1 30 $4M
2023 1 36 $6M
2024 1 37 $7M

Satori Capital, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN800303624
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Satori Capital 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Satori Capital 401(k) Plan, Total assets ($B): 0.005755345 · Participants: 36Satori Capital 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Satori Capital 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Satori Capital 401(k) Plan side-by-side with 3 peers →

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 Holt Farms 401(k) Profit Sharing Plan in UT ($6M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Satori Capital 401(k) Plan assets move in 2023? ▼
Satori Capital 401(k) Plan surged - up 33.0% during 2023, from $4M to $6M. Reported net income was $1M.
How have Satori Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Satori Capital, LLC's sponsor-wide assets grew 55.2%, from $4M to $7M.
Which 401(k) plans are similar in size to Satori Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holt Farms 401(k) Profit Sharing Plan in UT ($6M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Satori Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 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 800303624.

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.