401(k) · DOL Form 5500 · 2023

Elevated Resources Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
67
Participants Small participant base
29th
Percentile by assets National rank
$27,262
Avg per participant Low balance/head
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Official DOL plan name: Elevated Resources Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Elevated Resources Inc · California · Administrative & Support Services

$2M in assets, 67 participants

Elevated Resources Inc's Elevated Resources Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,323 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Elevated Resources Inc 401(k) Profit Sharing Plan & Trust ranks #2,323 of 4,372 2023 filers by assets (1580% of the sector average)-$2M for 67 participants.

#2,323
in Administrative & Support Services (4,372 peers)
+30.1%
assets growth YoY

Elevated Resources Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Elevated Resources Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,826,577 29th percentile higher than 29% 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

Elevated Resources Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elevated Resources Inc 401(k) Profit Sharing Plan & Trust is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elevated Resources Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$27K in the plan year 2022 filing to $382K in the plan year 2023 filing.
  • Elevated Resources Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Elevated Resources Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 73 in the plan year 2022 filing to 67 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260665451 · Elevated Resources Inc PY 2023 · 401(k)

Elevated Resources Inc 401(k) Profit Sharing Plan & Trust · $2M · 67 · 29th

  • 5500 $2M
  • 5500 67
  • 5500 29th
  • 5500 401(k)
  • 5500 near Gianfia, Inc. 401(k) Plan
  • 5500 ind #2323

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 Administrative & Support Services retirement plans → · Plans in California →

Elevated Resources Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Elevated Resources Inc 401(k) Profit Sharing Plan & TrustElevated Resources Inc 401(k…$2MGianfia, Inc. 401(k) Plan$2MNational Sewer and Water Inc 401(k) PlanNational Sewer and Water Inc…$2MVirgin Mountain Property Development Inc. 401(k) PlanVirgin Mountain Property Dev…$2MScott D. Erler, D.D.S., P.C. Profit Sharing PlanScott D. Erler, D.D.S., P.C.…$2M
End-of-year total assets ($M) among Elevated Resources Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$382K
Employer EIN260665451
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elevated Resources Inc)

Sponsor-wide plan assets over time

All Elevated Resources Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.876693055898702% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.4M $1.53M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 73 $1M
2023 1 67 $2M
2024 1 65 $2M

Nearby 401(k) Plans in California

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

Elevated Resources Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Elevated Resources Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001826577 · Participants: 67Elevated Resources Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Elevated Resources Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Elevated Resources Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Elevated Resources Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gianfia, Inc. 401(k) Plan in IL ($2M); by covered participants it is Southern Wealth Management 401(k) Plan in TX (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Elevated Resources Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Elevated Resources Inc 401(k) Profit Sharing Plan & Trust surged - up 30.1% during 2023, from $1M to $2M. Reported net income was $382K.
How have Elevated Resources Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elevated Resources Inc's sponsor-wide assets grew 8.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Elevated Resources Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gianfia, Inc. 401(k) Plan in IL ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Elevated Resources Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Wealth Management 401(k) Plan in TX (67 participants, N/A 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 260665451.

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.