401(k) · DOL Form 5500 · 2024

Capital Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
61
Participants Small participant base
72nd
Percentile by assets National rank
$361,099
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan · Sponsored by Capital Advisors, Inc. · Oklahoma · Finance & Insurance

$22M in assets, 61 participants

Capital Advisors, Inc.'s Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan reported $22M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,929 in Finance & Insurance (8,549 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 $22M / 61 participants.

#4,929
in Finance & Insurance (8,549 peers)
+6.5%
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 2024 · DOL Form 5500

$22,027,037 Top 28% higher than 72% 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

Capital Advisors Inc 401(k) Plan Employee Stock Ownership 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. Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan reported participants rose from 58 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 731044294 · Capital Advisors, Inc. PY 2024 · 401(k)

Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan · $22M · 61 · 72nd

  • SCH $22M
  • EBSA 61
  • PART 72nd
  • TYPE 401(k)
  • NET near Eset LLC 401(k) Profit Sharing Plan and Trust
  • BOOK ind #4929

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 401(k) Plan Employee Stock Ownership PlanCapital Advisors Inc 401(k) …$22MEset LLC 401(k) Profit Sharing Plan and TrustEset LLC 401(k) Profit Shari…$22MFour Oaks Enterprise Retirement PlanFour Oaks Enterprise Retirem…$22MAdministrative Onesource 401(k) PlanAdministrative Onesource 401…$22MKisco Senior Living, LLC Employee Savings and Profit Sharing PlanKisco Senior Living, LLC Emp…$22M
End-of-year total assets ($M) among Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$10M$15M$20M$25M 202220232024 $15.2M $22M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 53 $15M
2023 1 58 $21M
2024 1 61 $22M

Capital Advisors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN731044294
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan, Total assets ($B): 0.022027037 · Participants: 61Capital Advisors Inc 401(k) Plan Employee Stock Ownership PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan side-by-side with 3 peers →

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 Eset LLC 401(k) Profit Sharing Plan and Trust in CA ($22M); by covered participants it is Rockset 401(k) Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan assets move in 2024? ▼
Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan grew at a solid clip - up 6.5% during 2024, from $21M to $22M. Reported net income was $1M.
How have Capital Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Advisors, Inc.'s sponsor-wide assets grew 44.6%, from $15M to $22M.
Which 401(k) plans are similar in size to Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eset LLC 401(k) Profit Sharing Plan and Trust in CA ($22M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Capital Advisors Inc 401(k) Plan Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockset 401(k) Plan in CA (61 participants, N/A 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 731044294.

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.