401(k) · DOL Form 5500 · 2023

Pivotree USA Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
71
Participants Small participant base
50th
Percentile by assets National rank
$96,174
Avg per participant Below avg balance/head
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Official DOL plan name: Pivotree USA Inc. · Sponsored by Pivotree USA Inc. · Illinois · Information & Media

$7M in assets, 71 participants

Pivotree USA Inc.'s Pivotree USA Inc. reported $7M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,014 in Information & Media (2,818 peers)

Pivotree USA Inc. multi-year trail

Pivotree USA Inc.'s plans moved +69.3% in assets from 2022 to 2024; this filing shows Pivotree USA Inc. at $7M / 71 participants.

#1,014
in Information & Media (2,818 peers)
+39.1%
assets growth YoY

Pivotree USA Inc.'s mid-pack asset rank among Information & Media and all filers

Pivotree USA Inc. vs every filed plan by assets

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

$6,828,377 Top 50% higher than 50% 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

Pivotree USA Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pivotree USA Inc. is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pivotree USA Inc. reported net income rose from -$116K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pivotree USA Inc. reported participants rose from 33 in the plan year 2022 filing to 71 in the plan year 2023 filing.
  • Pivotree USA Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261658811 · Pivotree USA Inc. PY 2023 · 401(k)

Pivotree USA Inc. · $7M · 71 · 50th

  • PHOTO $7M
  • PHOTO 71
  • PHOTO 50th
  • PHOTO 401(k)
  • PHOTO near Vector Pipeline Employee Savings Plan
  • PHOTO ind #1014

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 Information & Media retirement plans → · Plans in Illinois →

Pivotree USA Inc. in the asset neighbourhood

Pivotree USA Inc.$7MVector Pipeline Employee Savings PlanVector Pipeline Employee Sav…$7MPony Bird Retirement Plan$7MGh III Management, LLC Salary Deferral PlanGh III Management, LLC Salar…$7MWallace & Toney Valuation Advisors Inc 401(k) Profit Sharing PlanWallace & Toney Valuation Ad…$7M
End-of-year total assets ($M) among Pivotree USA Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pivotree USA Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pivotree USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 69.31158755964096% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.91M $8.31M ▲ +69.2%
Year Plans Participants Total Assets
2022 1 33 $5M
2023 1 71 $7M
2024 1 84 $8M

Pivotree USA Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN261658811
Plan Effective Date2012-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Pivotree USA Inc. vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Pivotree USA Inc., Total assets ($B): 0.006828377 · Participants: 71Pivotree USA Inc.Accenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Pivotree USA Inc. vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Pivotree USA Inc. side-by-side with 3 peers →

Pivotree USA Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Vector Pipeline Employee Savings Plan in TX ($7M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Pivotree USA Inc. assets move in 2023? ▼
Pivotree USA Inc. surged - up 39.1% during 2023, from $5M to $7M. Reported net income was $2M.
How have Pivotree USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pivotree USA Inc.'s sponsor-wide assets grew 69.3%, from $5M to $8M.
Which 401(k) plans are similar in size to Pivotree USA Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Vector Pipeline Employee Savings Plan in TX ($7M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Pivotree USA Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 261658811.

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.