401(k) · DOL Form 5500 · 2022
Elevate Energy 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $50,231
- Avg per participant Low balance/head
Official DOL plan name: Elevate Energy 401(k) Plan · Sponsored by Elevate Energy · Illinois · Professional & Technical Services
$8M in assets, 158 participants
Elevate Energy's Elevate Energy 401(k) Plan reported $8M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #12,577 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Elevate Energy 401(k) Plan covers 158 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $8M.
- #12,577
- in Professional & Technical Services (21,562 peers)
- +0.1%
- assets growth YoY
Elevate Energy 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Elevate Energy 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,936,485 Top 40% higher than 60% 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 Energy 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 Energy 401(k) Plan sits mid-pack in the medium band (158 participants).
Published 5500 schedule card
Filing strip 364443093 · Elevate Energy PY 2022 · 401(k)
Elevate Energy 401(k) Plan · $8M · 158 · 60th
- RANK $8M
- PHOTO 158
- IND 60th
- EOY 401(k)
- 5500 near Serena & Lily, Inc. 401(k) Plan
- ASSETS ind #12577
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 Illinois →
Elevate Energy 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $6K |
| Employer EIN | 364443093 |
| Plan Effective Date | 2016-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elevate Energy)
Sponsor-wide plan assets over time
All Elevate Energy plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 81.13194947133397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $8M |
| 2023 | 1 | 188 | $11M |
| 2024 | 1 | 245 | $14M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Elevate Energy 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Serena & Lily, Inc. 401(k) Plan in CA ($8M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Serena & Lily, Inc. 401(k) Plan (CA) $8M · 449
- Tri-Lift 401(k) Retirement Plan (CT) $8M · 96
- Berridge Manufacturing 401(k) Plan (TX) $8M · 185
- Blue Force 401(k) Profit Sharing Plan (VA) $8M · 186
Similar participant headcount
Nearest other-state filings by covered participants (158 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.