401(k) · DOL Form 5500 · 2023
Capital Advisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $356,607
- Avg per participant High balance/head
Official DOL plan name: Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan · Sponsored by Capital Advisors, Inc. · Oklahoma · Finance & Insurance
$21M in assets, 58 participants
Capital Advisors, Inc.'s Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan reported $21M in total assets and 58 participants in its 2023 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.
- #5,317 in Finance & Insurance (8,869 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 $21M / 58 participants.
- #5,317
- in Finance & Insurance (8,869 peers)
- +35.8%
- 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 2023 · DOL Form 5500
$20,683,208 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Capital Advisors Inc 401(k) Plan Employee Stock Ownership 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. Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan reported net income rose from $44K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan reported participants rose from 53 in the plan year 2022 filing to 58 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 731044294 · Capital Advisors, Inc. PY 2023 · 401(k)
Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan · $21M · 58 · 73rd
- EOY $21M
- 5500 58
- ASSETS 73rd
- PCT 401(k)
- EIN near Chemglass 401(k) Savings & Investment Plan
- RANK ind #5317
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. 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $15M |
| 2023 | 1 | 58 | $21M |
| 2024 | 1 | 61 | $22M |
Capital Advisors, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $5M |
| Employer EIN | 731044294 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
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 Chemglass 401(k) Savings & Investment Plan in NJ ($21M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Chemglass 401(k) Savings & Investment Plan (NJ) $21M · 209
- Farm Bureau Mutual Insurance Company of Idaho Voluntary Employee Savings Plan (ID) $21M · 297
- Kodiak Area Native Association 401(k) Profit Sharing Plan (AK) $21M · 221
- Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust (OH) $21M · 123
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
- Sri Technologies, Inc. Retirement Savings Plan (IL) 58 · 0 off
- Group M Puerto Rico, Inc. Retirement Savings Plan (PR) 58 · 0 off
- Esb Financial 401(k) Plan (KS) 58 · 0 off
- Dci/Shires, Inc. 401(k) Plan (WV) 58 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.