401(k) · DOL Form 5500 · 2022
Elevate Credit Service, LLC 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 442
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $123,197
- Avg per participant Near avg balance/head
Official DOL plan name: Elevate Credit, Inc. 401(k) Plan · Sponsored by Elevate Credit Service, LLC · Texas · Finance & Insurance
$54M in assets, 442 participants
Elevate Credit Service, LLC's Elevate Credit, Inc. 401(k) Plan reported $54M in total assets and 442 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.
- #7,568 in Finance & Insurance (9,261 peers)
Where Elevate Credit, Inc. 401(k) Plan sits by assets
Elevate Credit, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 442 participants (~$123,197/participant), down 10.5% in 2022.
- #7,568
- in Finance & Insurance (9,261 peers)
- -10.5%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Elevate Credit, Inc. 401(k) Plan's outsized position by total assets
Elevate Credit, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$54,453,015 Top 11% higher than 89% 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
Elevate Credit, Inc. 401(k) 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. Elevate Credit, Inc. 401(k) Plan sits mid-pack in the medium band (442 participants).
Plan-year Form 5500 strip
Filing strip 464714474 · Elevate Credit Service, LLC PY 2022 · 401(k)
Elevate Credit, Inc. 401(k) Plan · $54M · 442 · 89th
- PART $54M
- TYPE 442
- NET 89th
- BOOK 401(k)
- VS-ST near Hawley Troxell 401(k) Plan
- BOY ind #7568
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 →
Elevate Credit, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | -$6M |
| Employer EIN | 464714474 |
| Plan Effective Date | 2014-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elevate Credit Service, LLC)
Sponsor-wide plan assets over time
All Elevate Credit Service, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 20.397410501512176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 442 | $54M |
| 2023 | 1 | 387 | $55M |
| 2024 | 1 | 297 | $66M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Elevate Credit, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Hawley Troxell 401(k) Plan in ID ($54M); by covered participants it is Miller Transportation 401(k) Plan and Trust in KY (442 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Hawley Troxell 401(k) Plan (ID) $54M · 145
- Zeta Global Corp 401(k) Plan (NY) $54M · 628
- Mercycare 401(k) Retirement Plan (IA) $54M · 461
- Pankow Employees' Profit Sharing Plan (CA) $54M · 217
Similar participant headcount
Nearest other-state filings by covered participants (442 participants); asset peers above are excluded.
- Miller Transportation 401(k) Plan and Trust (KY) 442 · 0 off
- Iem,401(k) Plan (CA) 442 · 0 off
- Radiology Imaging Associates P.C. Profit Sharing Plan (CO) 442 · 0 off
- Jcm Business Solutions, LLC 401(k) Plan (NY) 442 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.