401(k) · DOL Form 5500 · 2023

Motivate LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
702
Participants Below avg headcount
67th
Percentile by assets National rank
$20,802
Avg per participant Low balance/head
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Official DOL plan name: Motivate, LLC 401(k) Plan · Sponsored by Motivate LLC · New York · Transportation & Warehousing

$15M in assets, 702 participants

Motivate LLC's Motivate, LLC 401(k) Plan reported $15M in total assets and 702 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,244 in Transportation & Warehousing (3,362 peers)

Motivate LLC multi-year trail

Motivate LLC's plans moved +49.1% in assets from 2022 to 2024; this filing shows Motivate, LLC 401(k) Plan at $15M / 702 participants.

#2,244
in Transportation & Warehousing (3,362 peers)
+27.1%
assets growth YoY

Motivate, LLC 401(k) Plan's outsized position by total assets

Motivate, LLC 401(k) Plan vs every filed plan by assets

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

$14,602,854 Top 33% higher than 67% 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

Motivate, LLC 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. Motivate, LLC 401(k) Plan sits mid-pack in the medium band (702 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Motivate, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Motivate, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Motivate, LLC 401(k) Plan reported participants rose from 655 in the plan year 2022 filing to 702 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352632871 · Motivate LLC PY 2023 · 401(k)

Motivate, LLC 401(k) Plan · $15M · 702 · 67th

  • EOY $15M
  • 5500 702
  • ASSETS 67th
  • PCT 401(k)
  • EIN near Bancroft Construction Company, Inc. Cash or Deferred Profit Sharing Plan
  • RANK ind #2244

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 New York →

Motivate, LLC 401(k) Plan in the asset neighbourhood

Motivate, LLC 401(k) Plan$15MBancroft Construction Company, Inc. Cash or Deferred Profit Sharing PlanBancroft Construction Compan…$15MDuncaster, Inc. 401(k) Retirement PlanDuncaster, Inc. 401(k) Retir…$15MEtic 401(k) Plan$15MHalloran Retirement Plan$15M
End-of-year total assets ($M) among Motivate, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Motivate LLC multi-year asset trail

Sponsor-wide plan assets over time

All Motivate LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 49.13933337506853% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $17.1M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 655 $11M
2023 1 702 $15M
2024 1 1,192 $17M

Motivate LLC filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN352632871
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Motivate, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Motivate, LLC 401(k) Plan, Total assets ($B): 0.014602854 · Participants: 702Motivate, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Motivate, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Motivate, LLC 401(k) Plan side-by-side with 3 peers →

Motivate, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bancroft Construction Company, Inc. Cash or Deferred Profit Sharing Plan in DE ($15M); by covered participants it is Schulte Building Systems 401(k) Plan in TX (702 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (702 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 Motivate, LLC 401(k) Plan assets move in 2023? ▼
Motivate, LLC 401(k) Plan grew sharply - up 27.1% during 2023, from $11M to $15M. Reported net income was $3M.
How have Motivate LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Motivate LLC's sponsor-wide assets grew 49.1%, from $11M to $17M.
Which 401(k) plans are similar in size to Motivate, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bancroft Construction Company, Inc. Cash or Deferred Profit Sharing Plan in DE ($15M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Motivate, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schulte Building Systems 401(k) Plan in TX (702 participants, $31M 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 352632871.

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.