401(k) · DOL Form 5500 · 2024

Staton Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
161
Participants Small participant base
43rd
Percentile by assets National rank
$32,350
Avg per participant Low balance/head
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Official DOL plan name: Staton Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Staton Holdings, Inc. · Texas · Wholesale Trade

$5M in assets, 161 participants

Staton Holdings, Inc.'s Staton Holdings, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,980 in Wholesale Trade (6,080 peers)

Coverage in Texas

Staton Holdings, Inc. 401(k) Profit Sharing Plan covers 161 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#1,980
in Wholesale Trade (6,080 peers)
+14.0%
assets growth YoY

Staton Holdings, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Staton Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,208,306 43rd percentile higher than 43% of 123,620 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 2024

Staton Holdings, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Staton Holdings, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Staton Holdings, Inc. 401(k) Profit Sharing Plan reported net income rose from $504K in the plan year 2023 filing to $661K in the plan year 2024 filing.
  • Staton Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Staton Holdings, Inc. 401(k) Profit Sharing Plan reported participants rose from 144 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752193960 · Staton Holdings, Inc. PY 2024 · 401(k)

Staton Holdings, Inc. 401(k) Profit Sharing Plan · $5M · 161 · 43rd

  • 5500 $5M
  • 5500 161
  • 5500 43rd
  • 5500 401(k)
  • 5500 near Litigation Management 401(k) Plan
  • 5500 ind #1980

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 Wholesale Trade retirement plans → · Plans in Texas →

Staton Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Staton Holdings, Inc. 401(k) Profit Sharing PlanStaton Holdings, Inc. 401(k)…$5MLitigation Management 401(k) PlanLitigation Management 401(k)…$5MThe D & F Development Group, LLC 401(k) PlanThe D & F Development Group,…$5MSpiral Technology Retirement PlanSpiral Technology Retirement…$5MGfg Holdings 401(k) Plan$5M
End-of-year total assets ($M) among Staton Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$661K
Employer EIN752193960
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Staton Holdings, Inc.)

Sponsor-wide plan assets over time

All Staton Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.45649889296636% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.05M $5.21M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 140 $4M
2023 1 144 $5M
2024 1 161 $5M

Nearby 401(k) Plans in Texas

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

Staton Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Staton Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005208306 · Participants: 161Staton Holdings, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Staton Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Staton Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Staton Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Litigation Management 401(k) Plan in OH ($5M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Staton Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Staton Holdings, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.0% during 2024, from $5M to $5M. Reported net income was $661K.
How have Staton Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Staton Holdings, Inc.'s sponsor-wide assets grew 28.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Staton Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Litigation Management 401(k) Plan in OH ($5M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Staton Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752193960.

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.