401(k) · DOL Form 5500 · 2023

E97, Inc. Dba Elevate97 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
101
Participants Small participant base
42nd
Percentile by assets National rank
$43,696
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Elevate97 401(k) Retirement Plan · Sponsored by E97, Inc. Dba Elevate97 · Wisconsin · Manufacturing

$4M in assets, 101 participants

E97, Inc. Dba Elevate97's Elevate97 401(k) Retirement Plan reported $4M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,719 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Elevate97 401(k) Retirement Plan covers 101 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#4,719
in Manufacturing (18,722 peers)
+25.7%
assets growth YoY

Elevate97 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Elevate97 401(k) Retirement Plan vs every filed plan by assets

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

$4,413,329 42nd percentile higher than 42% 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

Elevate97 401(k) Retirement 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. Elevate97 401(k) Retirement Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elevate97 401(k) Retirement Plan reported net income rose from -$136K in the plan year 2022 filing to $901K in the plan year 2023 filing.
  • Elevate97 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Elevate97 401(k) Retirement Plan reported participants rose from 98 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391915925 · E97, Inc. Dba Elevate97 PY 2023 · 401(k)

Elevate97 401(k) Retirement Plan · $4M · 101 · 42nd

  • IND $4M
  • EOY 101
  • 5500 42nd
  • ASSETS 401(k)
  • PCT near The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan
  • EIN ind #4719

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 Manufacturing retirement plans → · Plans in Wisconsin →

Elevate97 401(k) Retirement Plan in the asset neighbourhood

Elevate97 401(k) Retirement PlanElevate97 401(k) Retirement …$4MThe Sheltering Arms Safe-Harbor 401(k) Profit Sharing PlanThe Sheltering Arms Safe-Har…$4MErickson Metals Corporation 401(k) Savings and Retirement PlanErickson Metals Corporation …$4MTo-Ricos Employee Savings and Retirement PlanTo-Ricos Employee Savings an…$4MSokal Media Group, Inc. 401(k) PlanSokal Media Group, Inc. 401(…$4M
End-of-year total assets ($M) among Elevate97 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$901K
Employer EIN391915925
Plan Effective Date2016-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E97, Inc. Dba Elevate97)

Sponsor-wide plan assets over time

All E97, Inc. Dba Elevate97 plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.665660865823963% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M 20222023 $3.51M $4.41M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 98 $4M
2023 1 101 $4M

Nearby 401(k) Plans in Wisconsin

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

Elevate97 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Elevate97 401(k) Retirement Plan, Total assets ($B): 0.004413329 · Participants: 101Elevate97 401(k) Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Elevate97 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Elevate97 401(k) Retirement Plan side-by-side with 3 peers →

Elevate97 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan in GA ($4M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Elevate97 401(k) Retirement Plan assets move in 2023? ▼
Elevate97 401(k) Retirement Plan grew sharply - up 25.7% during 2023, from $4M to $4M. Reported net income was $901K.
How have E97, Inc. Dba Elevate97 plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), E97, Inc. Dba Elevate97's sponsor-wide assets grew 25.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Elevate97 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan in GA ($4M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Elevate97 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 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 391915925.

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.