401(k) · DOL Form 5500 · 2023

Envestnet Financial Technologies, Inc. 401(k) Plan

Data updated 2026-08-11

$293M
Total assets: 1,962
Participants: 96th
Percentile by assets: $149,123
Avg per participant

Official DOL plan name: Envestnet 401(k) Retirement Plan · Sponsored by Envestnet Financial Technologies, Inc. · Pennsylvania · Finance & Insurance

$293M in assets, 1,962 participants

Envestnet Financial Technologies, Inc.'s Envestnet 401(k) Retirement Plan reported $293M in total assets and 1,962 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#8,288 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Envestnet 401(k) Retirement Plan covers 1,962 participants in Pennsylvania, 2.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $293M.

$293M
total plan assets (2023 EOY): 1,962
covered participants: 96th
percentile by assets (of 127,072 plans): $149,123
avg assets per participant

Where Envestnet 401(k) Retirement Plan sits by total assets

Envestnet 401(k) Retirement Plan vs every filed plan by assets

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

$292,578,553 Top 4% higher than 96% 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

Envestnet 401(k) Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $47M in the plan year 2023 filing.
Envestnet 401(k) Retirement Plan end-of-year assets rose from $245M in the plan year 2022 filing to $293M in the plan year 2023 filing.
Envestnet 401(k) Retirement Plan reported participants rose from 1,824 in the plan year 2022 filing to 1,962 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Envestnet 401(k) Retirement Plan reports 1,962 participants - 2.4x that state average ($293M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$245M
Net Assets (End of Year)	$293M
Net Income	$47M
Employer EIN	812162327
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Envestnet Financial Technologies, Inc.)

Total plan assets by year, all Envestnet Financial Technologies, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,824	$245M
2023	1	1,962	$293M
2024	1	1,626	$347M

Nearby 401(k) Plans in Pennsylvania

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

Envestnet 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Envestnet 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Envestnet 401(k) Retirement Plan by total assets, not by location.

Primerica Savings & Investment Plan (GA) $293M · 1,991
Hyundai Motor America Profit Sharing Retirement Plan (CA) $293M · 975
Brightspeed 401(k) Savings Plan (NC) $292M · 3,839
Wyndham Hotel Group Employee Savings Plan (NJ) $292M · 1,082

Frequently Asked Questions

How did Envestnet 401(k) Retirement Plan assets move in 2023? ▼

Envestnet 401(k) Retirement Plan grew sharply - up 19.3% during 2023, from $245M to $293M. Reported net income was $47M.

How have Envestnet Financial Technologies, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Envestnet Financial Technologies, Inc.'s sponsor-wide assets grew 41.6%, from $245M to $347M.

Where does Envestnet 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

Envestnet 401(k) Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Envestnet 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Primerica Savings & Investment Plan in GA ($293M, 1,991 participants).

Next read for Envestnet 401(k) Retirement Plan

Filing takeaways

Ways to act on Envestnet 401(k) Retirement Plan's numbers.

By total assets, Envestnet 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Envestnet Financial Technologies, Inc.'s sponsor-wide assets have grown 41.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 812162327.