401(k) · DOL Form 5500 · 2022
Elevation, LLC 401(k) Plan
Data updated 2026-08-25
- $983K
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $29,784
- Avg per participant Low balance/head
Official DOL plan name: Elevation, LLC Retirement Plan · Sponsored by Elevation, LLC · North Carolina · Finance & Insurance
$983K in assets, 33 participants
Elevation, LLC's Elevation, LLC Retirement Plan reported $983K in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #1,512 in Finance & Insurance (9,261 peers)
Elevation, LLC multi-year trail
Elevation, LLC's plans moved +31.1% in assets from 2022 to 2024; this filing shows Elevation, LLC Retirement Plan at $983K / 33 participants.
- #1,512
- in Finance & Insurance (9,261 peers)
- -52.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Elevation, LLC Retirement Plan among the smaller filed plans by assets
Elevation, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$982,865 25th percentile higher than 25% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Elevation, LLC Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elevation, LLC Retirement Plan is a small filing (33 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 204161785 · Elevation, LLC PY 2022 · 401(k)
Elevation, LLC Retirement Plan · $983K · 33 · 25th
- RANK $983K
- RANK 33
- RANK 25th
- RANK 401(k)
- RANK near Ventura Medstaff LLC 401(k) Plan
- RANK ind #1512
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 North Carolina →
Elevation, LLC Retirement Plan in the asset neighbourhood
Elevation, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Elevation, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 31.051466885075772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $983K |
| 2023 | 1 | 30 | $1M |
| 2024 | 1 | 29 | $1M |
Elevation, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $983K |
| Net Income | -$1M |
| Employer EIN | 204161785 |
| Plan Effective Date | 2011-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Elevation, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Ventura Medstaff LLC 401(k) Plan in NE ($983K); by covered participants it is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($983K here).
- Ventura Medstaff LLC 401(k) Plan (NE) $983K · 132
- Alder Partners 401(k) Plan (MA) $983K · 334
- H Squared Solutions Corp. 401(k) Plan (TX) $983K · 1
- Pbpho 401(k) Plan (FL) $983K · 3
Similar participant headcount
Nearest other-state filings by covered participants (33 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.