401(k) · DOL Form 5500 · 2024

Obra Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
117
Participants Small participant base
49th
Percentile by assets National rank
$60,655
Avg per participant Low balance/head
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Official DOL plan name: Obra Capital, Inc. 401(k) Profit Sharing Plan · Sponsored by Obra Capital, Inc. · Texas · Finance & Insurance

$7M in assets, 117 participants

Obra Capital, Inc.'s Obra Capital, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 117 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.

  • #2,847 in Finance & Insurance (8,549 peers)

Coverage in Texas

Obra Capital, Inc. 401(k) Profit Sharing Plan covers 117 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#2,847
in Finance & Insurance (8,549 peers)
+43.6%
assets growth YoY

Obra Capital, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$7,096,657 49th percentile higher than 49% 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

Obra Capital, 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. Obra Capital, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Obra Capital, Inc. 401(k) Profit Sharing Plan reported net income rose from $975K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Obra Capital, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Obra Capital, Inc. 401(k) Profit Sharing Plan reported participants rose from 92 in the plan year 2023 filing to 117 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 270284263 · Obra Capital, Inc. PY 2024 · 401(k)

Obra Capital, Inc. 401(k) Profit Sharing Plan · $7M · 117 · 49th

  • TYPE $7M
  • NET 117
  • BOOK 49th
  • VS-ST 401(k)
  • BOY near Rebo Lighting & Electronics, LLC 401(k) Plan
  • SCH ind #2847

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 →

Obra Capital, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Obra Capital, Inc. 401(k) Profit Sharing PlanObra Capital, Inc. 401(k) Pr…$7MRebo Lighting & Electronics, LLC 401(k) PlanRebo Lighting & Electronics,…$7MArizona Technology Council Multiple Employer 401(k) PlanArizona Technology Council M…$7MAtrio Health Plans, Inc. Employee Savings PlanAtrio Health Plans, Inc. Emp…$7MP.R.O.C.E.E.D. Inc. 401(k) PlanP.R.O.C.E.E.D. Inc. 401(k) P…$7M
End-of-year total assets ($M) among Obra Capital, 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)$7M
Net Income$2M
Employer EIN270284263
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Obra Capital, Inc.)

Sponsor-wide plan assets over time

All Obra Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 78.83692670884838% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.97M $7.1M ▲ +78.8%
Year Plans Participants Total Assets
2022 1 87 $4M
2023 1 92 $5M
2024 1 117 $7M

Nearby 401(k) Plans in Texas

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

Obra Capital, 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 ($B) Participants Obra Capital, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007096657 · Participants: 117Obra Capital, 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
Obra Capital, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Obra Capital, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Obra Capital, 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 Rebo Lighting & Electronics, LLC 401(k) Plan in TN ($7M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Obra Capital, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Obra Capital, Inc. 401(k) Profit Sharing Plan surged - up 43.6% during 2024, from $5M to $7M. Reported net income was $2M.
How have Obra Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Obra Capital, Inc.'s sponsor-wide assets grew 78.8%, from $4M to $7M.
Which 401(k) plans are similar in size to Obra Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rebo Lighting & Electronics, LLC 401(k) Plan in TN ($7M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Obra Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Beverage 401(k) Plan in MA (117 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 270284263.

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.