401(k) · DOL Form 5500 · 2023

Staub Investments Inc. 401(k) Plan

Data updated 2026-08-25

$103K
Total assets Small plan by assets
1
Participants Small participant base
7th
Percentile by assets National rank
$102,846
Avg per participant Below avg balance/head
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Official DOL plan name: Staub Investments Inc. 401(k) Plan · Sponsored by Staub Investments Inc. · Oklahoma · Real Estate

$103K in assets, 1 participants

Staub Investments Inc.'s Staub Investments Inc. 401(k) Plan reported $103K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #435 in Real Estate (4,727 peers)

Staub Investments Inc. multi-year trail

Staub Investments Inc.'s plans moved -24.4% in assets from 2022 to 2024; this filing shows Staub Investments Inc. 401(k) Plan at $103K / 1 participant.

#435
in Real Estate (4,727 peers)
-10.7%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Staub Investments Inc. 401(k) Plan among the smaller filed plans by assets

Staub Investments Inc. 401(k) Plan vs every filed plan by assets

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

$102,846 7th percentile higher than 7% 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

Staub Investments Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Staub Investments Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Staub Investments Inc. 401(k) Plan reported net income rose from -$28K in the plan year 2022 filing to -$12K in the plan year 2023 filing.
  • Staub Investments Inc. 401(k) Plan end-of-year assets fell from $115K in the plan year 2022 filing to $103K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472440782 · Staub Investments Inc. PY 2023 · 401(k)

Staub Investments Inc. 401(k) Plan · $103K · 1 · 7th

  • EBSA $103K
  • EBSA 1
  • EBSA 7th
  • EBSA 401(k)
  • EBSA near Valley Bird, Inc 401(k) Plan
  • EBSA ind #435

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 Oklahoma →

Staub Investments Inc. 401(k) Plan in the asset neighbourhood

Staub Investments Inc. 401(k) PlanStaub Investments Inc. 401(k…$103KValley Bird, Inc 401(k) Plan$103KGreen Dragonfly, Inc. 401(k) Profit Sharing PlanGreen Dragonfly, Inc. 401(k)…$103KCareerheaven, Inc. 401(k) PlanCareerheaven, Inc. 401(k) Pl…$103KRichardson Unlimited Inc. 401(k) PlanRichardson Unlimited Inc. 40…$103K
End-of-year total assets ($M) among Staub Investments Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Staub Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Staub Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87K 24.398118414886046% vs 2022
2024 filing year
$0.08M$0.09M$0.1M$0.11M$0.12M$0.13M 202220232024 $0.12M $0.09M ▼ -25.0%
Year Plans Participants Total Assets
2022 1 1 $115K
2023 1 1 $103K
2024 1 1 $87K

Staub Investments Inc. filing trail (2023)

Total Assets (Beginning of Year)$115K
Net Assets (End of Year)$103K
Net Income-$12K
Employer EIN472440782
Plan Effective Date2014-11-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Staub Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Staub Investments Inc. 401(k) Plan, Total assets ($B): 0.000102846 · Participants: 1Staub Investments Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Staub Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Staub Investments Inc. 401(k) Plan side-by-side with 3 peers →

Staub Investments Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Valley Bird, Inc 401(k) Plan in AZ ($103K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($103K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Staub Investments Inc. 401(k) Plan assets move in 2023? ▼
Staub Investments Inc. 401(k) Plan pulled back noticeably - down 10.7% during 2023, from $115K to $103K. Reported net income was -$12K.
How have Staub Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Staub Investments Inc.'s sponsor-wide assets declined 24.4%, from $115K to $87K.
Where does Staub Investments Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Staub Investments Inc. 401(k) Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Staub Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley Bird, Inc 401(k) Plan in AZ ($103K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Staub Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 472440782.

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.