401(k) · DOL Form 5500 · 2023

Elevate Energy 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
188
Participants Below avg headcount
61st
Percentile by assets National rank
$60,415
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Elevate Energy 401(k) Plan · Sponsored by Elevate Energy · Illinois · Professional & Technical Services

$11M in assets, 188 participants

Elevate Energy's Elevate Energy 401(k) Plan reported $11M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,240 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Elevate Energy 401(k) Plan covers 188 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $11M.

#12,240
in Professional & Technical Services (20,321 peers)
+43.1%
assets growth YoY

Elevate Energy 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Elevate Energy 401(k) Plan vs every filed plan by assets

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

$11,358,008 Top 39% higher than 61% 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

Elevate Energy 401(k) 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. Elevate Energy 401(k) Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elevate Energy 401(k) Plan reported net income rose from $6K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Elevate Energy 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Elevate Energy 401(k) Plan reported participants rose from 158 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364443093 · Elevate Energy PY 2023 · 401(k)

Elevate Energy 401(k) Plan · $11M · 188 · 61st

  • EBSA $11M
  • PART 188
  • TYPE 61st
  • NET 401(k)
  • BOOK near Alamo Drafthouse 401(k) Plan
  • VS-ST ind #12240

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 Illinois →

Elevate Energy 401(k) Plan in the asset neighbourhood

Elevate Energy 401(k) Plan$11MAlamo Drafthouse 401(k) Plan$11MTorrance Orthopedic & Sports Medicine Group 401 (K) Profit Sharing PlanTorrance Orthopedic & Sports…$11MGreater Lakes Mental Healthcare 401(k) Retirement PlanGreater Lakes Mental Healthc…$11MSouthpoint Bank 401(k) Employee Stock Ownership PlanSouthpoint Bank 401(k) Emplo…$11M
End-of-year total assets ($M) among Elevate Energy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN364443093
Plan Effective Date2016-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Elevate Energy)

Sponsor-wide plan assets over time

All Elevate Energy plans reported in each filing year

Latest sponsor-wide plan assets
$14M 81.13194947133397% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $7.94M $14.4M ▲ +81.1%
Year Plans Participants Total Assets
2022 1 158 $8M
2023 1 188 $11M
2024 1 245 $14M

Nearby 401(k) Plans in Illinois

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

Elevate Energy 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Elevate Energy 401(k) Plan, Total assets ($B): 0.011358008 · Participants: 188Elevate Energy 401(k) PlanAccenture 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
Elevate Energy 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Elevate Energy 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Alamo Drafthouse 401(k) Plan in TX ($11M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Elevate Energy 401(k) Plan assets move in 2023? ▼
Elevate Energy 401(k) Plan surged - up 43.1% during 2023, from $8M to $11M. Reported net income was $3M.
How have Elevate Energy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elevate Energy's sponsor-wide assets grew 81.1%, from $8M to $14M.
Which 401(k) plans are similar in size to Elevate Energy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alamo Drafthouse 401(k) Plan in TX ($11M, 2,869 participants).
Which 401(k) plans cover a similar participant headcount to Elevate Energy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 364443093.

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.