401(k) · DOL Form 5500 · 2024

Staccato 2011, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
239
Participants Below avg headcount
43rd
Percentile by assets National rank
$22,413
Avg per participant Low balance/head
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Official DOL plan name: Staccato 2011 401(k) Plan · Sponsored by Staccato 2011, LLC · Texas · Retail Trade

$5M in assets, 239 participants

Staccato 2011, LLC's Staccato 2011 401(k) Plan reported $5M in total assets and 239 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.

  • #4,331 in Retail Trade (8,048 peers)

Coverage in Texas

Staccato 2011 401(k) Plan covers 239 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#4,331
in Retail Trade (8,048 peers)
+53.0%
assets growth YoY

Staccato 2011 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Staccato 2011 401(k) Plan vs every filed plan by assets

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

$5,356,656 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

Staccato 2011 401(k) 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. Staccato 2011 401(k) Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Staccato 2011 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Staccato 2011 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Staccato 2011 401(k) Plan reported participants rose from 178 in the plan year 2023 filing to 239 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 811658369 · Staccato 2011, LLC PY 2024 · 401(k)

Staccato 2011 401(k) Plan · $5M · 239 · 43rd

  • PART $5M
  • PART 239
  • PART 43rd
  • PART 401(k)
  • PART near Bni Global LLC
  • PART ind #4331

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 Retail Trade retirement plans → · Plans in Texas →

Staccato 2011 401(k) Plan in the asset neighbourhood

Staccato 2011 401(k) Plan$5MBni Global LLC$5MOsceola Supply, Inc. 401(k) Retirement PlanOsceola Supply, Inc. 401(k) …$5MStreib Company 401(k) Plan$5MCrn 401(k) Plan$5M
End-of-year total assets ($M) among Staccato 2011 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN811658369
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Staccato 2011, LLC)

Sponsor-wide plan assets over time

All Staccato 2011, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 149.89741278687333% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $2.14M $5.36M ▲ +150.5%
Year Plans Participants Total Assets
2022 1 123 $2M
2023 1 178 $4M
2024 1 239 $5M

Nearby 401(k) Plans in Texas

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

Staccato 2011 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Staccato 2011 401(k) Plan, Total assets ($B): 0.005356656 · Participants: 239Staccato 2011 401(k) 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
Staccato 2011 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Staccato 2011 401(k) Plan side-by-side with 3 peers →

Staccato 2011 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bni Global LLC in NC ($5M); by covered participants it is Timber Automation, LLC 401(k) Plan in AR (239 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 (239 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 Staccato 2011 401(k) Plan assets move in 2024? ▼
Staccato 2011 401(k) Plan surged - up 53.0% during 2024, from $4M to $5M. Reported net income was $2M.
How have Staccato 2011, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Staccato 2011, LLC's sponsor-wide assets grew 149.9%, from $2M to $5M.
Which 401(k) plans are similar in size to Staccato 2011 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bni Global LLC in NC ($5M, 750 participants).
Which 401(k) plans cover a similar participant headcount to Staccato 2011 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Timber Automation, LLC 401(k) Plan in AR (239 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 811658369.

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.