401(k) · DOL Form 5500 · 2024
Banner Oak Capital Partners, LP 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $571,910
- Avg per participant High balance/head
Official DOL plan name: Banner Oak Capital Partners, LP Retirement Plan · Sponsored by Banner Oak Capital Partners, LP · Texas · Finance & Insurance
$7M in assets, 13 participants
Banner Oak Capital Partners, LP's Banner Oak Capital Partners, LP Retirement Plan reported $7M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #2,920 in Finance & Insurance (8,549 peers)
Banner Oak Capital Partners, LP multi-year trail
Banner Oak Capital Partners, LP's plans moved +61.8% in assets from 2022 to 2024; this filing shows Banner Oak Capital Partners, LP Retirement Plan at $7M / 13 participants.
- #2,920
- in Finance & Insurance (8,549 peers)
- +24.8%
- assets growth YoY
Banner Oak Capital Partners, LP Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Banner Oak Capital Partners, LP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,434,835 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Banner Oak Capital Partners, LP Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Banner Oak Capital Partners, LP Retirement Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Banner Oak Capital Partners, LP Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Banner Oak Capital Partners, LP Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Banner Oak Capital Partners, LP Retirement Plan reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 611793080 · Banner Oak Capital Partners, LP PY 2024 · 401(k)
Banner Oak Capital Partners, LP Retirement Plan · $7M · 13 · 49th
- PHOTO $7M
- PHOTO 13
- PHOTO 49th
- PHOTO 401(k)
- PHOTO near Homer's Tree-Mendous 401(k) Plan and Trust
- PHOTO ind #2920
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 →
Banner Oak Capital Partners, LP Retirement Plan in the asset neighbourhood
Banner Oak Capital Partners, LP multi-year asset trail
Sponsor-wide plan assets over time
All Banner Oak Capital Partners, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 61.83987836162601% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $5M |
| 2023 | 1 | 14 | $6M |
| 2024 | 1 | 13 | $7M |
Banner Oak Capital Partners, LP filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 611793080 |
| Plan Effective Date | 2019-06-01 |
| 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 $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Banner Oak Capital Partners, LP Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Homer's Tree-Mendous 401(k) Plan and Trust in IL ($7M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.