401(k) · DOL Form 5500 · 2023

Pivot Bio 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
449
Participants Below avg headcount
74th
Percentile by assets National rank
$48,740
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pivot Bio 401(k) P/S Plan · Sponsored by Pivot Bio · California · Professional & Technical Services

$22M in assets, 449 participants

Pivot Bio's Pivot Bio 401(k) P/S Plan reported $22M in total assets and 449 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,097 in Professional & Technical Services (20,321 peers)

Pivot Bio multi-year trail

Pivot Bio's plans moved +140.7% in assets from 2022 to 2024; this filing shows Pivot Bio 401(k) P/S Plan at $22M / 449 participants.

#15,097
in Professional & Technical Services (20,321 peers)
+82.7%
assets growth YoY

Pivot Bio 401(k) P/S Plan's outsized position by total assets

Pivot Bio 401(k) P/S Plan vs every filed plan by assets

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

$21,884,076 Top 26% higher than 74% 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

Pivot Bio 401(k) P/S 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. Pivot Bio 401(k) P/S Plan sits mid-pack in the medium band (449 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pivot Bio 401(k) P/S Plan reported net income rose from $5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Pivot Bio 401(k) P/S Plan end-of-year assets rose from $12M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Pivot Bio 401(k) P/S Plan reported participants rose from 277 in the plan year 2022 filing to 449 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 273803526 · Pivot Bio PY 2023 · 401(k)

Pivot Bio 401(k) P/S Plan · $22M · 449 · 74th

  • IND $22M
  • IND 449
  • IND 74th
  • IND 401(k)
  • IND near Nextsource, Inc. 401(k) Profit Sharing Plan & Trust
  • IND ind #15097

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 California →

Pivot Bio 401(k) P/S Plan in the asset neighbourhood

Nextsource, Inc. 401(k) Profit Sharing Plan & TrustNextsource, Inc. 401(k) Prof…$22MHighland Associates, Ltd 401(k) PlanHighland Associates, Ltd 401…$22MFritz Industries, Inc. 401(k) Retirement PlanFritz Industries, Inc. 401(k…$22MPivot Bio 401(k) P/S Plan$22MEkman & Co., Inc. Employees Retirement PlanEkman & Co., Inc. Employees …$22M
End-of-year total assets ($M) among Pivot Bio 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pivot Bio multi-year asset trail

Sponsor-wide plan assets over time

All Pivot Bio plans reported in each filing year

Latest sponsor-wide plan assets
$29M 140.65846704984463% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $12M $28.8M ▲ +140.6%
Year Plans Participants Total Assets
2022 1 277 $12M
2023 1 449 $22M
2024 1 434 $29M

Pivot Bio filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$22M
Net Income$10M
Employer EIN273803526
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pivot Bio 401(k) P/S Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pivot Bio 401(k) P/S Plan, Total assets ($B): 0.021884076 · Participants: 449Pivot Bio 401(k) P/S PlanWells 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
Pivot Bio 401(k) P/S Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pivot Bio 401(k) P/S Plan side-by-side with 3 peers →

Pivot Bio 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nextsource, Inc. 401(k) Profit Sharing Plan & Trust in TN ($22M); by covered participants it is Bitsight Technologies Retirement Trust in MA (449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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 Pivot Bio 401(k) P/S Plan assets move in 2023? ▼
Pivot Bio 401(k) P/S Plan surged - up 82.7% during 2023, from $12M to $22M. Reported net income was $10M.
How have Pivot Bio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pivot Bio's sponsor-wide assets grew 140.7%, from $12M to $29M.
Which 401(k) plans are similar in size to Pivot Bio 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nextsource, Inc. 401(k) Profit Sharing Plan & Trust in TN ($22M, 3,579 participants).
Which 401(k) plans cover a similar participant headcount to Pivot Bio 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bitsight Technologies Retirement Trust in MA (449 participants, $36M 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 273803526.

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.