401(k) · DOL Form 5500 · 2022

Pivotal Retail Group LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
232
Participants Below avg headcount
41st
Percentile by assets National rank
$13,091
Avg per participant Low balance/head
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Official DOL plan name: Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Pivotal Retail Group LLC · Georgia · Other Services

$3M in assets, 232 participants

Pivotal Retail Group LLC's Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 232 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #5,226 in Other Services (8,398 peers)

Coverage in Georgia

Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust covers 232 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $3M.

#5,226
in Other Services (8,398 peers)
-5.9%
assets change YoY

The plan reported a net loss of $189K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,037,221 41st percentile higher than 41% 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

Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust 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. Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (232 participants).

DOL schedule card

Filing strip 273844288 · Pivotal Retail Group LLC PY 2022 · 401(k)

Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust · $3M · 232 · 41st

  • TYPE $3M
  • NET 232
  • BOOK 41st
  • VS-ST 401(k)
  • BOY near Waterway Partners LLC 401(k) Profit Sharing Plan & Trust
  • SCH ind #5226

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 Other Services retirement plans → · Plans in Georgia →

Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Pivotal Retail Group LLC 401(k) Profit Sharing Plan & TrustPivotal Retail Group LLC 401…$3MWaterway Partners LLC 401(k) Profit Sharing Plan & TrustWaterway Partners LLC 401(k)…$3MKontur Kontact Lens Company 401(k) PlanKontur Kontact Lens Company …$3MShawnee Mission Tree Service, Inc. Profit Sharing PlanShawnee Mission Tree Service…$3MGlenwood Hot Springs Lodge and Pool Savings & Retirement PlanGlenwood Hot Springs Lodge a…$3M
End-of-year total assets ($M) among Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$189K
Employer EIN273844288
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pivotal Retail Group LLC)

Sponsor-wide plan assets over time

All Pivotal Retail Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.999603584987725% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.04M $3.77M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 232 $3M
2023 1 250 $3M
2024 1 285 $4M

Nearby 401(k) Plans in Georgia

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

Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003037221 · Participants: 232Pivotal Retail Group LLC 401(k) Profit Sharing Plan & TrustThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Waterway Partners LLC 401(k) Profit Sharing Plan & Trust in MA ($3M); by covered participants it is Argo Data Resource Corporation 401(k) Plan in TX (232 participants). Same-state nearby plans are listed separately above.

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 Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2022?
Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 5.9% during 2022, from $3M to $3M. Reported net income was -$189K.
How have Pivotal Retail Group LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Pivotal Retail Group LLC's sponsor-wide assets grew 24.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Waterway Partners LLC 401(k) Profit Sharing Plan & Trust in MA ($3M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Pivotal Retail Group LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Argo Data Resource Corporation 401(k) Plan in TX (232 participants, $42M in assets).