401(k) · DOL Form 5500 · 2023
Pivotal Enterprises, LLC 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 89
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $307,971
- Avg per participant High balance/head
Official DOL plan name: Pivotal Retirement Plan · Sponsored by Pivotal Enterprises, LLC · Washington · Professional & Technical Services
$27M in assets, 89 participants
Pivotal Enterprises, LLC's Pivotal Retirement Plan reported $27M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #15,905 in Professional & Technical Services (20,321 peers)
Where Pivotal Retirement Plan sits by assets
Pivotal Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 89 participants (~$307,971/participant), up 79.6% in 2023.
- #15,905
- in Professional & Technical Services (20,321 peers)
- +79.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Pivotal Retirement Plan's outsized position by total assets
Pivotal Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,409,449 Top 22% higher than 78% 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
Pivotal 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. Pivotal Retirement Plan is a small filing (89 participants) on this national headcount ladder.
DOL schedule card
Filing strip 384198515 · Pivotal Enterprises, LLC PY 2023 · 401(k)
Pivotal Retirement Plan · $27M · 89 · 78th
- PCT $27M
- EIN 89
- RANK 78th
- PHOTO 401(k)
- IND near Adelfi Cu 401(k) Plan
- EOY ind #15905
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 Washington →
Pivotal Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $12M |
| Employer EIN | 384198515 |
| Plan Effective Date | 2015-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pivotal Enterprises, LLC)
Sponsor-wide plan assets over time
All Pivotal Enterprises, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 53.60206255879131% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 89 | $27M |
| 2024 | 1 | 209 | $42M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Pivotal Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Adelfi Cu 401(k) Plan in CA ($27M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (89 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.