401(k) · DOL Form 5500 · 2022

Elevate Pfs Holdings Inc 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
2,066
Participants Near avg headcount
84th
Percentile by assets National rank
$16,451
Avg per participant Low balance/head
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Official DOL plan name: Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Elevate Pfs Holdings Inc · Texas · Professional & Technical Services

$34M in assets, 2,066 participants

Elevate Pfs Holdings Inc's Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust reported $34M in total assets and 2,066 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,317 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust covers 2,066 participants in Texas, 3.0x the typical Texas plan (state average ~688 per filing). Assets: $34M.

#18,317
in Professional & Technical Services (21,562 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $456K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$33,987,609 Top 16% higher than 84% 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

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust'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. Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust lands in the large band (2,066 participants).

Form 5500 schedule snapshot

Filing strip 843461991 · Elevate Pfs Holdings Inc PY 2022 · 401(k)

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust · $34M · 2,066 · 84th

  • NET $34M
  • BOOK 2,066
  • VS-ST 84th
  • BOY 401(k)
  • SCH near Automation & Control Concepts, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #18317

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 Professional & Technical Services retirement plans → · Plans in Texas →

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & TrustElevate Pfs Holdings Inc 401…$34MAutomation & Control Concepts, Inc. 401(k) Profit Sharing PlanAutomation & Control Concept…$34MPediatrics Northwest, Ps 401(k) Profit Sharing Plan and TrustPediatrics Northwest, Ps 401…$34MTimberland Bank Employee Stock Ownership & 401(k) PlanTimberland Bank Employee Sto…$34MAstc Employee 401(k) Plan$34M
End-of-year total assets ($M) among Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income-$456K
Employer EIN843461991
Plan Effective Date2006-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elevate Pfs Holdings Inc)

Sponsor-wide plan assets over time

All Elevate Pfs Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$56M 65.66475741203213% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34M $56.3M ▲ +65.7%
Year Plans Participants Total Assets
2022 1 2,066 $34M
2023 1 2,177 $43M
2024 1 2,434 $56M

Nearby 401(k) Plans in Texas

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

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.033987609 · Participants: 2066Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Automation & Control Concepts, Inc. 401(k) Profit Sharing Plan in MO ($34M); by covered participants it is Ipc Group 401(k) Plan in FL (2,066 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,066 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 Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 15.8% during 2022, from $29M to $34M. Reported net income was -$456K.
How have Elevate Pfs Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elevate Pfs Holdings Inc's sponsor-wide assets grew 65.7%, from $34M to $56M.
Where does Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust ranks in the 84th 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 Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Automation & Control Concepts, Inc. 401(k) Profit Sharing Plan in MO ($34M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ipc Group 401(k) Plan in FL (2,066 participants, $174M 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 843461991.

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.