401(k) · DOL Form 5500 · 2022

Elevations Credit Union 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
586
Participants Below avg headcount
89th
Percentile by assets National rank
$92,400
Avg per participant Below avg balance/head
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Official DOL plan name: Elevations Credit Union Capital Accumulation Plan · Sponsored by Elevations Credit Union · Colorado · Finance & Insurance

$54M in assets, 586 participants

Elevations Credit Union's Elevations Credit Union Capital Accumulation Plan reported $54M in total assets and 586 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,563 in Finance & Insurance (9,261 peers)

Where Elevations Credit Union Capital Accumulation Plan sits by assets

Elevations Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $54M for 586 participants (~$92,400/participant), down 17.3% in 2022.

#7,563
in Finance & Insurance (9,261 peers)
-17.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elevations Credit Union Capital Accumulation Plan's outsized position by total assets

Elevations Credit Union Capital Accumulation Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$54,146,425 Top 11% higher than 89% of 139,123 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 2022

Elevations Credit Union Capital Accumulation Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elevations Credit Union Capital Accumulation Plan sits mid-pack in the medium band (586 participants).

Form 5500 schedule snapshot

Filing strip 840459116 · Elevations Credit Union PY 2022 · 401(k)

Elevations Credit Union Capital Accumulation Plan · $54M · 586 · 89th

  • SCH $54M
  • SCH 586
  • SCH 89th
  • SCH 401(k)
  • SCH near Studios Architecture Retirement Plan
  • SCH ind #7563

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 Colorado →

Elevations Credit Union Capital Accumulation Plan in the asset neighbourhood

Shermco Industries, Inc. 401(k) PlanShermco Industries, Inc. 401…$54MChildress Klein Properties, Inc. 401(k) PlanChildress Klein Properties, …$54MElevations Credit Union Capital Accumulation PlanElevations Credit Union Capi…$54MStudios Architecture Retirement PlanStudios Architecture Retirem…$54MJht 401(k) Plan$54M
End-of-year total assets ($M) among Elevations Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$54M
Net Income-$11M
Employer EIN840459116
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elevations Credit Union)

Sponsor-wide plan assets over time

All Elevations Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$78M 44.43713135262393% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.2M $78.2M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 586 $54M
2023 1 654 $66M
2024 1 582 $78M

Nearby 401(k) Plans in Colorado

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

Elevations Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Elevations Credit Union Capital Accumulation Plan, Total assets ($B): 0.054146425 · Participants: 586Elevations Credit Union Capital Accumulation PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Elevations Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Elevations Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Elevations Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Studios Architecture Retirement Plan in DC ($54M); by covered participants it is Aim Media 401(k) Plan in TX (586 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (586 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Elevations Credit Union Capital Accumulation Plan assets move in 2022? ▼
Elevations Credit Union Capital Accumulation Plan declined sharply - down 17.3% during 2022, from $65M to $54M. Reported net income was -$11M.
How have Elevations Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elevations Credit Union's sponsor-wide assets grew 44.4%, from $54M to $78M.
Where does Elevations Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Elevations Credit Union Capital Accumulation Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Elevations Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Studios Architecture Retirement Plan in DC ($54M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Elevations Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aim Media 401(k) Plan in TX (586 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840459116.

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.