401(k) · DOL Form 5500 · 2023

Elevation, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 30
Participants Small participant base: 26th
Percentile by assets National rank: $44,810
Avg per participant Low balance/head

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Official DOL plan name: Elevation, LLC Retirement Plan · Sponsored by Elevation, LLC · North Carolina · Finance & Insurance

$1M in assets, 30 participants

Elevation, LLC's Elevation, LLC Retirement Plan reported $1M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#1,540 in Finance & Insurance (8,869 peers)

Elevation, LLC multi-year trail

Elevation, LLC's plans moved +31.1% in assets from 2022 to 2024; this filing shows Elevation, LLC Retirement Plan at $1M / 30 participants.

#1,540
in Finance & Insurance (8,869 peers): +36.8%
assets growth YoY

Elevation, LLC Retirement Plan among the smaller filed plans by assets

Elevation, LLC Retirement Plan vs every filed plan by assets

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

$1,344,309 26th percentile higher than 26% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Elevation, LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elevation, LLC Retirement Plan is a small filing (30 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Elevation, LLC Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $361K in the plan year 2023 filing.
Elevation, LLC Retirement Plan end-of-year assets rose from $983K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Elevation, LLC Retirement Plan reported participants fell from 33 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 204161785 · Elevation, LLC PY 2023 · 401(k)

Elevation, LLC Retirement Plan · $1M · 30 · 26th

NET $1M
BOOK 30
VS-ST 26th
BOY 401(k)
SCH near Peptilogics, Inc. 401(k) Plan
EBSA ind #1540

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 North Carolina →

End-of-year total assets ($M) among Elevation, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Elevation, LLC multi-year asset trail

Latest sponsor-wide plan assets: $1M 31.051466885075772% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	33	$983K
2023	1	30	$1M
2024	1	29	$1M

Elevation, LLC filing trail (2023)

Total Assets (Beginning of Year)	$983K
Net Assets (End of Year)	$1M
Net Income	$361K
Employer EIN	204161785
Plan Effective Date	2011-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Elevation, LLC Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Elevation, LLC Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Peptilogics, Inc. 401(k) Plan in PA ($1M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Peptilogics, Inc. 401(k) Plan (PA) $1M · 23
Omega Asset Management Inc. 401(k) Plan (PA) $1M · N/A
Ihcbp Infinity Holdings Inc 401(k) Plan (GA) $1M · 2
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan (SC) $1M · 1

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

Hanna Plumbing & Supply Co Profit Sharing Plan (CA) 30 · 0 off
Kaiserman Company, Inc. 401(k) Profit Sharing Plan (PA) 30 · 0 off
Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan (PR) 30 · 0 off
Empresas La Famosa Retirement Plan (PR) 30 · 0 off

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 Elevation, LLC Retirement Plan assets move in 2023? ▼

Elevation, LLC Retirement Plan surged - up 36.8% during 2023, from $983K to $1M. Reported net income was $361K.

How have Elevation, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Elevation, LLC's sponsor-wide assets grew 31.1%, from $983K to $1M.

Which 401(k) plans are similar in size to Elevation, LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Peptilogics, Inc. 401(k) Plan in PA ($1M, 23 participants).

Which 401(k) plans cover a similar participant headcount to Elevation, LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants, $4M 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 204161785.