401(k) · DOL Form 5500 · 2023

Pivot Intermediary, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
230
Participants Below avg headcount
71st
Percentile by assets National rank
$80,630
Avg per participant Below avg balance/head
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Official DOL plan name: Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Pivot Intermediary, Inc. · Kansas · Professional & Technical Services

$19M in assets, 230 participants

Pivot Intermediary, Inc.'s Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust reported $19M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,387 in Professional & Technical Services (20,321 peers)

2023 asset change

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust grew sharply 21.7% in 2023 ($15M → $19M) for 230 participants.

#14,387
in Professional & Technical Services (20,321 peers)
+21.7%
assets growth YoY

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$18,544,836 Top 29% higher than 71% 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

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust 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. Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (230 participants).

Plan-year Form 5500 strip

Filing strip 870963959 · Pivot Intermediary, Inc. PY 2023 · 401(k)

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust · $19M · 230 · 71st

  • EOY $19M
  • EOY 230
  • EOY 71st
  • EOY 401(k)
  • EOY near Brandon & Clark Inc. 401(k) Plan
  • EOY ind #14387

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 Kansas →

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and TrustPivot Intermediary, Inc 401(…$19MBrandon & Clark Inc. 401(k) PlanBrandon & Clark Inc. 401(k) …$19MLogixhealth, Inc 401(k) Plan$19MHolophane Division of Acuity Brands Lighting 401(k) Plan for Hourly Employees Covered by a Collective Bargaining AgreementHolophane Division of Acuity…$19MSpecialty Promotions, Inc. Retirement PlanSpecialty Promotions, Inc. R…$19M
End-of-year total assets ($M) among Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pivot Intermediary, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Pivot Intermediary, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 7.370315919752539% vs 2023
2024 filing year
$18M$18.5M$19M$19.5M$20M$20.5M 20232024 $18.5M $19.9M ▲ +7.4%
Year Plans Participants Total Assets
2023 1 230 $19M
2024 1 228 $20M

2023 asset-move particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN870963959
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.018544836 · Participants: 230Pivot Intermediary, Inc 401(k) Profit Sharing Plan and TrustKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Brandon & Clark Inc. 401(k) Plan in TX ($19M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust grew sharply - up 21.7% during 2023, from $15M to $19M. Reported net income was $3M.
How have Pivot Intermediary, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Pivot Intermediary, Inc.'s sponsor-wide assets grew 7.4%, from $19M to $20M.
Which 401(k) plans are similar in size to Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Brandon & Clark Inc. 401(k) Plan in TX ($19M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is D2g Group, LLC 401(k) Plan in MA (230 participants, $7M 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 870963959.

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.