401(k) · DOL Form 5500 · 2023

Envolve Client Services Group, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
838
Participants Near avg headcount
69th
Percentile by assets National rank
$19,854
Avg per participant Low balance/head
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Official DOL plan name: Envolve Employee Savings Plan · Sponsored by Envolve Client Services Group, LLC · Tennessee · Real Estate

$17M in assets, 838 participants

Envolve Client Services Group, LLC's Envolve Employee Savings Plan reported $17M in total assets and 838 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,981 in Real Estate (4,727 peers)

Envolve Client Services Group, LLC multi-year trail

Envolve Client Services Group, LLC's plans moved +45.7% in assets from 2022 to 2024; this filing shows Envolve Employee Savings Plan at $17M / 838 participants.

#3,981
in Real Estate (4,727 peers)
+22.5%
assets growth YoY

Envolve Employee Savings Plan's outsized position by total assets

Envolve Employee Savings Plan vs every filed plan by assets

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

$16,637,685 Top 31% higher than 69% 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

Envolve Employee Savings 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. Envolve Employee Savings Plan sits mid-pack in the medium band (838 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Envolve Employee Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Envolve Employee Savings Plan reported participants rose from 629 in the plan year 2022 filing to 838 in the plan year 2023 filing.
  • Envolve Employee Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760499458 · Envolve Client Services Group, LLC PY 2023 · 401(k)

Envolve Employee Savings Plan · $17M · 838 · 69th

  • BOOK $17M
  • VS-ST 838
  • BOY 69th
  • SCH 401(k)
  • EBSA near Precision Biosciences, Inc. 401(k) Plan
  • PART ind #3981

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 Real Estate retirement plans → · Plans in Tennessee →

Envolve Employee Savings Plan in the asset neighbourhood

Envolve Employee Savings Plan$17MPrecision Biosciences, Inc. 401(k) PlanPrecision Biosciences, Inc. …$17MShared Staffing Services, LLC 401(k) PlanShared Staffing Services, LL…$17MUei Group 401(k) Plan$17MTwitchell Technical Products, LLC Retirement Savings & Investment PlanTwitchell Technical Products…$17M
End-of-year total assets ($M) among Envolve Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Envolve Client Services Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Envolve Client Services Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 45.734170980523174% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.6M $19.8M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 629 $14M
2023 1 838 $17M
2024 1 639 $20M

Envolve Client Services Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN760499458
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Envolve Employee Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Envolve Employee Savings Plan, Total assets ($B): 0.016637685 · Participants: 838Envolve Employee Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Envolve Employee Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Envolve Employee Savings Plan side-by-side with 3 peers →

Envolve Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Precision Biosciences, Inc. 401(k) Plan in NC ($17M); by covered participants it is Daicel America Holdings, 401(k) Plan in CA (838 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (838 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 Envolve Employee Savings Plan assets move in 2023? ▼
Envolve Employee Savings Plan grew sharply - up 22.5% during 2023, from $14M to $17M. Reported net income was $3M.
How have Envolve Client Services Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Envolve Client Services Group, LLC's sponsor-wide assets grew 45.7%, from $14M to $20M.
Which 401(k) plans are similar in size to Envolve Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Precision Biosciences, Inc. 401(k) Plan in NC ($17M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Envolve Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daicel America Holdings, 401(k) Plan in CA (838 participants, $56M 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 760499458.

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.