401(k) · DOL Form 5500 · 2023
Pivot Energy, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $41,922
- Avg per participant Low balance/head
Official DOL plan name: Pivot Energy, Inc. 401(k) Plan · Sponsored by Pivot Energy, Inc. · Colorado · Utilities
$6M in assets, 146 participants
Pivot Energy, Inc.'s Pivot Energy, Inc. 401(k) Plan reported $6M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #135 in Utilities (721 peers)
Coverage in Colorado
Pivot Energy, Inc. 401(k) Plan covers 146 participants in Colorado, about 39% of the average Colorado filer (state average ~376 per filing). Assets: $6M.
- #135
- in Utilities (721 peers)
- $4M
- reported net income
Pivot Energy, Inc. 401(k) Plan's mid-pack asset rank among Utilities and all filers
Pivot Energy, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,120,661 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pivot Energy, Inc. 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. Pivot Energy, Inc. 401(k) Plan sits mid-pack in the medium band (146 participants).
Published 5500 schedule card
Filing strip 863586840 · Pivot Energy, Inc. PY 2023 · 401(k)
Pivot Energy, Inc. 401(k) Plan · $6M · 146 · 48th
- PART $6M
- TYPE 146
- NET 48th
- BOOK 401(k)
- VS-ST near Orthopaedic and Sports Medicine Center - Norman, P. C. 401(k) and Profit Sharing Plan
- BOY ind #135
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 Utilities retirement plans → · Plans in Colorado →
Pivot Energy, Inc. 401(k) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $4M |
| Employer EIN | 863586840 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pivot Energy, Inc.)
Sponsor-wide plan assets over time
All Pivot Energy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 68.57218525907578% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 146 | $6M |
| 2024 | 1 | 166 | $10M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Pivot Energy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Orthopaedic and Sports Medicine Center - Norman, P. C. 401(k) and Profit Sharing Plan in OK ($6M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 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.