401(k) · DOL Form 5500 · 2024
Life Pivot, Inc. 401(k) Plan
Data updated 2026-08-25
- $480K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $95,971
- Avg per participant Below avg balance/head
Official DOL plan name: Life Pivot Retirement Plan · Sponsored by Life Pivot, Inc. · Utah · Finance & Insurance
$480K in assets, 5 participants
Life Pivot, Inc.'s Life Pivot Retirement Plan reported $480K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #792 in Finance & Insurance (8,549 peers)
Life Pivot, Inc. multi-year trail
Life Pivot, Inc.'s plans moved -17.7% in assets from 2022 to 2024; this filing shows Life Pivot Retirement Plan at $480K / 5 participants.
- #792
- in Finance & Insurance (8,549 peers)
- -38.1%
- assets change YoY
The plan reported a net loss of $295K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Life Pivot Retirement Plan among the smaller filed plans by assets
Life Pivot Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$479,857 17th percentile higher than 17% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Life Pivot Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Life Pivot Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Life Pivot Retirement Plan reported net income fell from $192K in the plan year 2023 filing to -$295K in the plan year 2024 filing.
- Life Pivot Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Life Pivot Retirement Plan end-of-year assets fell from $775K in the plan year 2023 filing to $480K in the plan year 2024 filing.
DOL schedule card
Filing strip 833878448 · Life Pivot, Inc. PY 2024 · 401(k)
Life Pivot Retirement Plan · $480K · 5 · 17th
- TYPE $480K
- TYPE 5
- TYPE 17th
- TYPE 401(k)
- TYPE near Pumpkin Corporation 401(k) Plan
- TYPE ind #792
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 Utah →
Life Pivot Retirement Plan in the asset neighbourhood
Life Pivot, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Life Pivot, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $480K 17.652358504327115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $583K |
| 2023 | 1 | 3 | $775K |
| 2024 | 1 | 5 | $480K |
Life Pivot, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $775K |
|---|---|
| Net Assets (End of Year) | $480K |
| Net Income | -$295K |
| Employer EIN | 833878448 |
| Plan Effective Date | 2019-03-11 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Life Pivot Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Pumpkin Corporation 401(k) Plan in KY ($480K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($480K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.