401(k) · DOL Form 5500 · 2022

Envestnet Financial Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$245M
Total assets Near avg plan size
1,824
Participants Near avg headcount
96th
Percentile by assets National rank
$134,441
Avg per participant Near avg balance/head
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Official DOL plan name: Envestnet 401(k) Retirement Plan · Sponsored by Envestnet Financial Technologies, Inc. · Illinois · Finance & Insurance

$245M in assets, 1,824 participants

Envestnet Financial Technologies, Inc.'s Envestnet 401(k) Retirement Plan reported $245M in total assets and 1,824 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,672 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Envestnet 401(k) Retirement Plan covers 1,824 participants in Illinois, 2.3x the typical Illinois plan (state average ~779 per filing). Assets: $245M.

#8,672
in Finance & Insurance (9,261 peers)
-6.9%
assets change YoY
2.5×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Envestnet 401(k) Retirement Plan's outsized position by total assets

Envestnet 401(k) Retirement Plan vs every filed plan by assets

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

$245,219,830 Top 4% higher than 96% 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

Envestnet 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Envestnet 401(k) Retirement Plan lands in the large band (1,824 participants).

Published 5500 schedule card

Filing strip 812162327 · Envestnet Financial Technologies, Inc. PY 2022 · 401(k)

Envestnet 401(k) Retirement Plan · $245M · 1,824 · 96th

  • SCH $245M
  • SCH 1,824
  • SCH 96th
  • SCH 401(k)
  • SCH near Veeva Systems Inc. 401(k) Plan
  • SCH ind #8672

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 Illinois →

Envestnet 401(k) Retirement Plan in the asset neighbourhood

Long Island Electric Utility Servco LLC Incentive Thrift Plan ILong Island Electric Utility…$245MArista Networks Inc. 401(k) PlanArista Networks Inc. 401(k) …$245MVeeva Systems Inc. 401(k) PlanVeeva Systems Inc. 401(k) Pl…$245MEnvestnet 401(k) Retirement PlanEnvestnet 401(k) Retirement …$245MKering Americas, Inc. Retirement and Savings PlanKering Americas, Inc. Retire…$245M
End-of-year total assets ($M) among Envestnet 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$264M
Net Assets (End of Year)$245M
Net Income-$18M
Employer EIN812162327
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Envestnet Financial Technologies, Inc.)

Sponsor-wide plan assets over time

All Envestnet Financial Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$347M 41.61698790835962% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $245M $347M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 1,824 $245M
2023 1 1,962 $293M
2024 1 1,626 $347M

Nearby 401(k) Plans in Illinois

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

Envestnet 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Envestnet 401(k) Retirement Plan, Total assets ($B): 0.24521983 · Participants: 1824Envestnet 401(k) Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Envestnet 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Envestnet 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Veeva Systems Inc. 401(k) Plan in CA ($245M); by covered participants it is Retirement Savings Plan for Seaboard Triumph Foods in IA (1,824 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($245M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,824 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 Envestnet 401(k) Retirement Plan assets move in 2022? ▼
Envestnet 401(k) Retirement Plan pulled back noticeably - down 6.9% during 2022, from $264M to $245M. Reported net income was -$18M.
How have Envestnet Financial Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Envestnet Financial Technologies, Inc.'s sponsor-wide assets grew 41.6%, from $245M to $347M.
Where does Envestnet 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Envestnet 401(k) Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Envestnet 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Veeva Systems Inc. 401(k) Plan in CA ($245M, 2,968 participants).
Which 401(k) plans cover a similar participant headcount to Envestnet 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan for Seaboard Triumph Foods in IA (1,824 participants, $2M 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 812162327.

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.