401(k) · DOL Form 5500 · 2023

Enavate Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
187
Participants Below avg headcount
60th
Percentile by assets National rank
$55,923
Avg per participant Low balance/head
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Official DOL plan name: Enavate Retirement Plan · Sponsored by Enavate Holdings, LLC · Florida · Professional & Technical Services

$10M in assets, 187 participants

Enavate Holdings, LLC's Enavate Retirement Plan reported $10M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,849 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Enavate Retirement Plan covers 187 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#11,849
in Professional & Technical Services (20,321 peers)
+17.7%
assets growth YoY

Enavate Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Enavate Retirement Plan vs every filed plan by assets

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

$10,457,586 Top 40% higher than 60% 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

Enavate 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. Enavate Retirement Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Enavate Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Enavate Retirement Plan reported participants fell from 222 in the plan year 2022 filing to 187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464092883 · Enavate Holdings, LLC PY 2023 · 401(k)

Enavate Retirement Plan · $10M · 187 · 60th

  • EBSA $10M
  • EBSA 187
  • EBSA 60th
  • EBSA 401(k)
  • EBSA near Central Washington Asphalt, Inc. Retirement Plan
  • EBSA ind #11849

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 Florida →

Enavate Retirement Plan in the asset neighbourhood

Enavate Retirement Plan$10MCentral Washington Asphalt, Inc. Retirement PlanCentral Washington Asphalt, …$10MSlocum and Sons 401(k) Plan$10MB-Stock Solutions, Inc. Retirement TrustB-Stock Solutions, Inc. Reti…$10MAmerican Battery Solutions 401(k) PlanAmerican Battery Solutions 4…$10M
End-of-year total assets ($M) among Enavate Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN464092883
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Enavate Holdings, LLC)

Sponsor-wide plan assets over time

All Enavate Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 36.73810391038262% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.88M $12.2M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 222 $9M
2023 1 187 $10M
2024 1 154 $12M

Nearby 401(k) Plans in Florida

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

Enavate Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Enavate Retirement Plan, Total assets ($B): 0.010457586 · Participants: 187Enavate Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Enavate Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Enavate Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Central Washington Asphalt, Inc. Retirement Plan in WA ($10M); by covered participants it is The Infosoft Group Retirement Plan in WI (187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Enavate Retirement Plan assets move in 2023? ▼
Enavate Retirement Plan grew sharply - up 17.7% during 2023, from $9M to $10M. Reported net income was $2M.
How have Enavate Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Enavate Holdings, LLC's sponsor-wide assets grew 36.7%, from $9M to $12M.
Which 401(k) plans are similar in size to Enavate Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Washington Asphalt, Inc. Retirement Plan in WA ($10M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Enavate Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Infosoft Group Retirement Plan in WI (187 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 464092883.

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.