401(k) · DOL Form 5500 · 2023

Envestnet Financial Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$293M
Total assets Near avg plan size
1,962
Participants Near avg headcount
96th
Percentile by assets National rank
$149,123
Avg per participant Above avg balance/head
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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.

  • #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.

#8,288
in Finance & Insurance (8,869 peers)
+19.3%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Envestnet 401(k) Retirement Plan's outsized position 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

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

Envestnet 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Envestnet 401(k) Retirement Plan lands in the large band (1,962 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

DOL schedule card

Filing strip 812162327 · Envestnet Financial Technologies, Inc. PY 2023 · 401(k)

Envestnet 401(k) Retirement Plan · $293M · 1,962 · 96th

  • TYPE $293M
  • NET 1,962
  • BOOK 96th
  • VS-ST 401(k)
  • BOY near Primerica Savings & Investment Plan
  • SCH ind #8288

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Envestnet 401(k) Retirement Plan in the asset neighbourhood

Envestnet 401(k) Retirement PlanEnvestnet 401(k) Retirement …$293MPrimerica Savings & Investment PlanPrimerica Savings & Investme…$293MHyundai Motor America Profit Sharing Retirement PlanHyundai Motor America Profit…$293MBrightspeed 401(k) Savings PlanBrightspeed 401(k) Savings P…$292MWyndham Hotel Group Employee Savings PlanWyndham Hotel Group Employee…$292M
End-of-year total assets ($M) among Envestnet 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$245M
Net Assets (End of Year)$293M
Net Income$47M
Employer EIN812162327
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Envestnet Financial Technologies, Inc.)

Sponsor-wide plan assets over time

All Envestnet Financial Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$347M 41.61698790835962% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $245M $347M ▲ +41.6%
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 Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Envestnet 401(k) Retirement Plan, Total assets ($B): 0.292578553 · Participants: 1962Envestnet 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Envestnet 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Envestnet 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Primerica Savings & Investment Plan in GA ($293M); by covered participants it is Fusion Employer Services Retirement Savings Plan in NJ (1,962 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($293M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,962 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 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).
Which 401(k) plans cover a similar participant headcount to Envestnet 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fusion Employer Services Retirement Savings Plan in NJ (1,962 participants, $77M 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 812162327.

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.