401(k) · DOL Form 5500 · 2022

E97, Inc. Dba Elevate97 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
98
Participants Small participant base
43rd
Percentile by assets National rank
$35,836
Avg per participant Low balance/head
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Official DOL plan name: Elevate97 401(k) Retirement Plan · Sponsored by E97, Inc. Dba Elevate97 · Wisconsin · Manufacturing

$4M in assets, 98 participants

E97, Inc. Dba Elevate97's Elevate97 401(k) Retirement Plan reported $4M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,507 in Manufacturing (20,602 peers)

E97, Inc. Dba Elevate97 multi-year trail

E97, Inc. Dba Elevate97's plans moved +25.7% in assets from 2022 to 2023; this filing shows Elevate97 401(k) Retirement Plan at $4M / 98 participants.

#5,507
in Manufacturing (20,602 peers)
-3.7%
assets change YoY

The plan reported a net loss of $136K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elevate97 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Elevate97 401(k) Retirement Plan vs every filed plan by assets

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

$3,511,961 43rd percentile higher than 43% 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

Elevate97 401(k) 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. Elevate97 401(k) Retirement Plan is a small filing (98 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 391915925 · E97, Inc. Dba Elevate97 PY 2022 · 401(k)

Elevate97 401(k) Retirement Plan · $4M · 98 · 43rd

  • SCH $4M
  • SCH 98
  • SCH 43rd
  • SCH 401(k)
  • SCH near Slr Service 401(k) Plan
  • SCH ind #5507

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 Manufacturing retirement plans → · Plans in Wisconsin →

Elevate97 401(k) Retirement Plan in the asset neighbourhood

Elevate97 401(k) Retirement PlanElevate97 401(k) Retirement …$4MSlr Service 401(k) Plan$4MDmcg, Inc. 401(k) Plan$4MCommunity Counseling Center of Mercer County 401(k) Profit Sharing PlanCommunity Counseling Center …$4MTransitional Living Centers, Inc. Employees Profit Sharing Plan & TrustTransitional Living Centers,…$4M
End-of-year total assets ($M) among Elevate97 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

E97, Inc. Dba Elevate97 multi-year asset trail

Sponsor-wide plan assets over time

All E97, Inc. Dba Elevate97 plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.665660865823963% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M 20222023 $3.51M $4.41M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 98 $4M
2023 1 101 $4M

E97, Inc. Dba Elevate97 filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$136K
Employer EIN391915925
Plan Effective Date2016-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Elevate97 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Elevate97 401(k) Retirement Plan, Total assets ($B): 0.003511961 · Participants: 98Elevate97 401(k) Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Elevate97 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Elevate97 401(k) Retirement Plan side-by-side with 3 peers →

Elevate97 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Slr Service 401(k) Plan in NY ($4M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Elevate97 401(k) Retirement Plan assets move in 2022? ▼
Elevate97 401(k) Retirement Plan edged down modestly - down 3.7% during 2022, from $4M to $4M. Reported net income was -$136K.
How have E97, Inc. Dba Elevate97 plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), E97, Inc. Dba Elevate97's sponsor-wide assets grew 25.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Elevate97 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Slr Service 401(k) Plan in NY ($4M, 625 participants).
Which 401(k) plans cover a similar participant headcount to Elevate97 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 participants, N/A 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 391915925.

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.