401(k) · DOL Form 5500 · 2023

Elevations Credit Union 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
654
Participants Below avg headcount
88th
Percentile by assets National rank
$101,165
Avg per participant Below avg balance/head
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Official DOL plan name: Elevations Credit Union Capital Accumulation Plan · Sponsored by Elevations Credit Union · Colorado · Finance & Insurance

$66M in assets, 654 participants

Elevations Credit Union's Elevations Credit Union Capital Accumulation Plan reported $66M in total assets and 654 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,252 in Finance & Insurance (8,869 peers)

Where Elevations Credit Union Capital Accumulation Plan sits by assets

Elevations Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $66M for 654 participants (~$101,165/participant), up 22.2% in 2023.

#7,252
in Finance & Insurance (8,869 peers)
+22.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Elevations Credit Union Capital Accumulation Plan's outsized position by total assets

Elevations Credit Union Capital Accumulation Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$66,161,826 Top 12% higher than 88% of 127,068 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 2023

Elevations Credit Union Capital Accumulation Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elevations Credit Union Capital Accumulation Plan sits mid-pack in the medium band (654 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elevations Credit Union Capital Accumulation Plan reported net income rose from -$11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Elevations Credit Union Capital Accumulation Plan end-of-year assets rose from $54M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Elevations Credit Union Capital Accumulation Plan reported participants rose from 586 in the plan year 2022 filing to 654 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840459116 · Elevations Credit Union PY 2023 · 401(k)

Elevations Credit Union Capital Accumulation Plan · $66M · 654 · 88th

  • BOOK $66M
  • VS-ST 654
  • BOY 88th
  • SCH 401(k)
  • EBSA near Excel Engineering, Inc. 401(k) Retirement Savings Plan
  • PART ind #7252

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 Colorado →

Elevations Credit Union Capital Accumulation Plan in the asset neighbourhood

Arizona Cardinals Football Club 401(k) Retirement PlanArizona Cardinals Football C…$66MPagerduty 401(k) Plan$66MElevations Credit Union Capital Accumulation PlanElevations Credit Union Capi…$66MExcel Engineering, Inc. 401(k) Retirement Savings PlanExcel Engineering, Inc. 401(…$66MAgc Biologics, Inc. 401(k) PlanAgc Biologics, Inc. 401(k) P…$66M
End-of-year total assets ($M) among Elevations Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$66M
Net Income$12M
Employer EIN840459116
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elevations Credit Union)

Sponsor-wide plan assets over time

All Elevations Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$78M 44.43713135262393% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.2M $78.2M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 586 $54M
2023 1 654 $66M
2024 1 582 $78M

Nearby 401(k) Plans in Colorado

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

Elevations Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Elevations Credit Union Capital Accumulation Plan, Total assets ($B): 0.066161826 · Participants: 654Elevations Credit Union Capital Accumulation PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Elevations Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Elevations Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Elevations Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Excel Engineering, Inc. 401(k) Retirement Savings Plan in WI ($66M); by covered participants it is Greenwich Aerogroup, Inc. Retirement Savings Plan in CT (654 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (654 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Elevations Credit Union Capital Accumulation Plan assets move in 2023? ▼
Elevations Credit Union Capital Accumulation Plan grew sharply - up 22.2% during 2023, from $54M to $66M. Reported net income was $12M.
How have Elevations Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elevations Credit Union's sponsor-wide assets grew 44.4%, from $54M to $78M.
Where does Elevations Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Elevations Credit Union Capital Accumulation Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Elevations Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Excel Engineering, Inc. 401(k) Retirement Savings Plan in WI ($66M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Elevations Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenwich Aerogroup, Inc. Retirement Savings Plan in CT (654 participants, $49M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840459116.

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.