401(k) · DOL Form 5500 · 2023
Pivotal Health Care, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 733
- Participants Near avg headcount
- 56th
- Percentile by assets National rank
- $12,015
- Avg per participant Low balance/head
Official DOL plan name: Elevate 401(k) Plan · Sponsored by Pivotal Health Care, LLC · Kansas · Healthcare & Social Assistance
$9M in assets, 733 participants
Pivotal Health Care, LLC's Elevate 401(k) Plan reported $9M in total assets and 733 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #10,869 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kansas
Elevate 401(k) Plan covers 733 participants in Kansas, 2.0x the typical Kansas plan (state average ~360 per filing). Assets: $9M.
- #10,869
- in Healthcare & Social Assistance (17,684 peers)
- +103.2%
- assets growth YoY
Elevate 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Elevate 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,807,154 Top 44% higher than 56% 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
Elevate 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. Elevate 401(k) Plan sits mid-pack in the medium band (733 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Elevate 401(k) Plan reported net income rose from $237K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Elevate 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Elevate 401(k) Plan reported participants fell from 771 in the plan year 2022 filing to 733 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 271612029 · Pivotal Health Care, LLC PY 2023 · 401(k)
Elevate 401(k) Plan · $9M · 733 · 56th
- PART $9M
- PART 733
- PART 56th
- PART 401(k)
- PART near Sugaright, LLC 401(k) Plan
- PART ind #10869
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 Healthcare & Social Assistance retirement plans → · Plans in Kansas →
Elevate 401(k) Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 271612029 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pivotal Health Care, LLC)
Sponsor-wide plan assets over time
All Pivotal Health Care, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 144.12506004560004% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 771 | $4M |
| 2023 | 1 | 733 | $9M |
| 2024 | 1 | 827 | $11M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $3.9B · 11,911
- Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
- Black & Veatch Retirement Program $2.7B · 6,890
- Garmin International, Inc. Retirement Plan $1.8B · 6,332
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704
Elevate 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Sugaright, LLC 401(k) Plan in PA ($9M); by covered participants it is Revspring, Inc. 401(k) Plan in TN (733 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Sugaright, LLC 401(k) Plan (PA) $9M · 217
- Carcoustics USA, Inc 401(k) Plan (MI) $9M · 114
- Welty Building Company Ltd. 401(k) Profit Sharing Plan (OH) $9M · 140
- Dattilo Group 401(k) Profit Sharing Plan (CT) $9M · 151
Similar participant headcount
Nearest other-state filings by covered participants (733 participants); asset peers above are excluded.
- Revspring, Inc. 401(k) Plan (TN) 733 · 0 off
- Cascade Drilling LP and Its Subsidiaries 401(k) Retirement Plan and Trust (WA) 733 · 0 off
- Humanscale 401(k) Plan (NJ) 733 · 0 off
- Core Bts 401(k) Retirement Plan (IN) 733 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.