401(k) · DOL Form 5500 · 2023

Evolve Ip, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
240
Participants Below avg headcount
61st
Percentile by assets National rank
$45,754
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Evolve Ip, LLC 401(k) Plan · Sponsored by Evolve Ip, LLC · Pennsylvania · Professional & Technical Services

$11M in assets, 240 participants

Evolve Ip, LLC's Evolve Ip, LLC 401(k) Plan reported $11M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,083 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Evolve Ip, LLC 401(k) Plan covers 240 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#12,083
in Professional & Technical Services (20,321 peers)
+12.8%
assets growth YoY

Evolve Ip, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Evolve Ip, LLC 401(k) Plan vs every filed plan by assets

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

$10,980,941 Top 39% higher than 61% 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

Evolve Ip, LLC 401(k) 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. Evolve Ip, LLC 401(k) Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evolve Ip, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Evolve Ip, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Evolve Ip, LLC 401(k) Plan reported participants rose from 235 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208562435 · Evolve Ip, LLC PY 2023 · 401(k)

Evolve Ip, LLC 401(k) Plan · $11M · 240 · 61st

  • EOY $11M
  • EOY 240
  • EOY 61st
  • EOY 401(k)
  • EOY near The Federated Group, Inc. 401(k) Profit Sharing Plan
  • EOY ind #12083

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 Pennsylvania →

Evolve Ip, LLC 401(k) Plan in the asset neighbourhood

Evolve Ip, LLC 401(k) Plan$11MThe Federated Group, Inc. 401(k) Profit Sharing PlanThe Federated Group, Inc. 40…$11MSierra Ventures Management III LLC Deferred Savings PlanSierra Ventures Management I…$11MB & K Transportation, Inc. Employee Retirement and Savings PlanB & K Transportation, Inc. E…$11MPj United, Inc. 401(k) Plan$11M
End-of-year total assets ($M) among Evolve Ip, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN208562435
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evolve Ip, LLC)

Sponsor-wide plan assets over time

All Evolve Ip, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $9.73M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 235 $10M
2023 1 240 $11M
2024 1 209 N/A

Nearby 401(k) Plans in Pennsylvania

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

Evolve Ip, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Evolve Ip, LLC 401(k) Plan, Total assets ($B): 0.010980941 · Participants: 240Evolve Ip, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Evolve Ip, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Evolve Ip, LLC 401(k) Plan side-by-side with 3 peers →

Evolve Ip, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Federated Group, Inc. 401(k) Profit Sharing Plan in IL ($11M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Evolve Ip, LLC 401(k) Plan assets move in 2023? ▼
Evolve Ip, LLC 401(k) Plan grew at a solid clip - up 12.8% during 2023, from $10M to $11M. Reported net income was $1M.
Which 401(k) plans are similar in size to Evolve Ip, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Federated Group, Inc. 401(k) Profit Sharing Plan in IL ($11M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Evolve Ip, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants, N/A 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 208562435.

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.