401(k) · DOL Form 5500 · 2023

Pivot Point Services, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
53
Participants Small participant base
30th
Percentile by assets National rank
$35,424
Avg per participant Low balance/head
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Official DOL plan name: Pivot Point 401(k) Plan · Sponsored by Pivot Point Services, LLC · Indiana · Transportation & Warehousing

$2M in assets, 53 participants

Pivot Point Services, LLC's Pivot Point 401(k) Plan reported $2M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #988 in Transportation & Warehousing (3,362 peers)

Pivot Point Services, LLC multi-year trail

Pivot Point Services, LLC's plans moved +32.1% in assets from 2022 to 2023; this filing shows Pivot Point 401(k) Plan at $2M / 53 participants.

#988
in Transportation & Warehousing (3,362 peers)
+32.1%
assets growth YoY

Pivot Point 401(k) Plan among the smaller filed plans by assets

Pivot Point 401(k) Plan vs every filed plan by assets

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

$1,877,490 30th percentile higher than 30% 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 Point 401(k) 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. Pivot Point 401(k) Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pivot Point 401(k) Plan reported net income rose from -$118K in the plan year 2022 filing to $456K in the plan year 2023 filing.
  • Pivot Point 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205090884 · Pivot Point Services, LLC PY 2023 · 401(k)

Pivot Point 401(k) Plan · $2M · 53 · 30th

  • PART $2M
  • TYPE 53
  • NET 30th
  • BOOK 401(k)
  • VS-ST near 401(k) Profit-Sharing Plan for Employees of Goodwill Industries of Northern Illinois and Wisconsin Stateline Area
  • BOY ind #988

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 Transportation & Warehousing retirement plans → · Plans in Indiana →

Pivot Point 401(k) Plan in the asset neighbourhood

Pivot Point 401(k) Plan$2M401(k) Profit-Sharing Plan for Employees of Goodwill Industries of Northern Illinois and Wisconsin Stateline Area401(k) Profit-Sharing Plan f…$2MOur Table Inc 401(k) Plan$2MVander Pol Excavating, LLC 401(k) Profit Sharing PlanVander Pol Excavating, LLC 4…$2MCal-Nevada Towing & Transport, Inc. 401(k) PlanCal-Nevada Towing & Transpor…$2M
End-of-year total assets ($M) among Pivot Point 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pivot Point Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pivot Point Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 32.059784890873374% vs 2022
2023 filing year
$1.2M$1.4M$1.6M$1.8M$2M 20222023 $1.42M $1.88M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 53 $1M
2023 1 53 $2M

Pivot Point Services, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$456K
Employer EIN205090884
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Pivot Point 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Pivot Point 401(k) Plan, Total assets ($B): 0.00187749 · Participants: 53Pivot Point 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Pivot Point 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Pivot Point 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is 401(k) Profit-Sharing Plan for Employees of Goodwill Industries of Northern Illinois and Wisconsin Stateline Area in IL ($2M); by covered participants it is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Point 401(k) Plan assets move in 2023? ▼
Pivot Point 401(k) Plan surged - up 32.1% during 2023, from $1M to $2M. Reported net income was $456K.
How have Pivot Point Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pivot Point Services, LLC's sponsor-wide assets grew 32.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Pivot Point 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit-Sharing Plan for Employees of Goodwill Industries of Northern Illinois and Wisconsin Stateline Area in IL ($2M, 321 participants).
Which 401(k) plans cover a similar participant headcount to Pivot Point 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants, $4M 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 205090884.

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.