401(k) · DOL Form 5500 · 2023

Revelstoke Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
44
Participants Small participant base
51st
Percentile by assets National rank
$160,107
Avg per participant Above avg balance/head
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Official DOL plan name: Revelstoke Capital Management, LLC 401(k) Plan · Sponsored by Revelstoke Capital Management, LLC · Colorado · Finance & Insurance

$7M in assets, 44 participants

Revelstoke Capital Management, LLC's Revelstoke Capital Management, LLC 401(k) Plan reported $7M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,257 in Finance & Insurance (8,869 peers)

Revelstoke Capital Management, LLC multi-year trail

Revelstoke Capital Management, LLC's plans moved +102.1% in assets from 2022 to 2024; this filing shows Revelstoke Capital Management, LLC 401(k) Plan at $7M / 44 participants.

#3,257
in Finance & Insurance (8,869 peers)
+46.6%
assets growth YoY

Revelstoke Capital Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Revelstoke Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$7,044,702 Top 49% higher than 51% 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

Revelstoke Capital Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Revelstoke Capital Management, LLC 401(k) Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Revelstoke Capital Management, LLC 401(k) Plan reported net income rose from $395K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Revelstoke Capital Management, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Revelstoke Capital Management, LLC 401(k) Plan reported participants rose from 32 in the plan year 2022 filing to 44 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 463237217 · Revelstoke Capital Management, LLC PY 2023 · 401(k)

Revelstoke Capital Management, LLC 401(k) Plan · $7M · 44 · 51st

  • PHOTO $7M
  • PHOTO 44
  • PHOTO 51st
  • PHOTO 401(k)
  • PHOTO near Philo Smith Capital Corporation 401(k) Profit Sharing Plan
  • PHOTO ind #3257

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 Colorado →

Revelstoke Capital Management, LLC 401(k) Plan in the asset neighbourhood

Revelstoke Capital Management, LLC 401(k) PlanRevelstoke Capital Managemen…$7MPhilo Smith Capital Corporation 401(k) Profit Sharing PlanPhilo Smith Capital Corporat…$7MWellthy, Inc. 401(k) Retirement Plan and TrustWellthy, Inc. 401(k) Retirem…$7M401(k) Plan for Arow Global Corp.401(k) Plan for Arow Global …$7MGuarino's Swimming Pools Service, Inc. 401(k) Profit Sharing Plan & TrustGuarino's Swimming Pools Ser…$7M
End-of-year total assets ($M) among Revelstoke Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Revelstoke Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Revelstoke Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 102.07937663444702% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.81M $9.71M ▲ +101.9%
Year Plans Participants Total Assets
2022 1 32 $5M
2023 1 44 $7M
2024 1 52 $10M

Revelstoke Capital Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN463237217
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Revelstoke Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Revelstoke Capital Management, LLC 401(k) Plan, Total assets ($B): 0.007044702 · Participants: 44Revelstoke Capital Management, LLC 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Revelstoke Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Revelstoke Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Philo Smith Capital Corporation 401(k) Profit Sharing Plan in CT ($7M); by covered participants it is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Revelstoke Capital Management, LLC 401(k) Plan assets move in 2023? ▼
Revelstoke Capital Management, LLC 401(k) Plan surged - up 46.6% during 2023, from $5M to $7M. Reported net income was $2M.
How have Revelstoke Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Revelstoke Capital Management, LLC's sponsor-wide assets grew 102.1%, from $5M to $10M.
Which 401(k) plans are similar in size to Revelstoke Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Philo Smith Capital Corporation 401(k) Profit Sharing Plan in CT ($7M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Revelstoke Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants, $1M 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 463237217.

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.