401(k) · DOL Form 5500 · 2024

Elevation Adventure and Fitness, Inc. 401(k) Plan

Data updated 2026-08-11

$492K
Total assets
6
Participants
18th
Percentile by assets
$82,027
Avg per participant
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Official DOL plan name: Elevation Adventure 401(k) Plan · Sponsored by Elevation Adventure and Fitness, Inc. · Montana · Retail Trade

$492K in assets, 6 participants

Elevation Adventure and Fitness, Inc.'s Elevation Adventure 401(k) Plan reported $492K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • 18th percentile by assets (of 123,622 plans)
  • #2,254 in Retail Trade (8,048 peers)

Elevation Adventure and Fitness, Inc. multi-year trail

Elevation Adventure and Fitness, Inc.'s plans moved +100.4% in assets from 2022 to 2024; this filing shows Elevation Adventure 401(k) Plan at $492K / 6 participants.

$492K
total plan assets (2024 EOY)
6
covered participants
18th
percentile by assets (of 123,622 plans)
$82,027
avg assets per participant

Where Elevation Adventure 401(k) Plan sits by total assets

Elevation Adventure 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$492,162 18th percentile higher than 18% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elevation Adventure 401(k) Plan reported net income rose from $45K in the plan year 2023 filing to $202K in the plan year 2024 filing.
  • Elevation Adventure 401(k) Plan end-of-year assets rose from $290K in the plan year 2023 filing to $492K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Montana
Industry
Retail Trade

Elevation Adventure and Fitness, Inc. across 3 plan years on file

Across the 3 plan years Elevation Adventure and Fitness, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $246K to $492K, a gain of 100.4%. Peak year by sponsor assets: 2024 ($492K); trough: 2022 ($246K).

Elevation Adventure and Fitness, Inc. multi-year asset trail

$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.25M $0.49M ▲ +96.0%
Total plan assets by year, all Elevation Adventure and Fitness, Inc. plans on file
Year Plans Participants Total Assets
2022 1 N/A $246K
2023 1 6 $290K
2024 1 6 $492K

Elevation Adventure and Fitness, Inc. filing trail (2024)

Total Assets (Beginning of Year)$290K
Net Assets (End of Year)$492K
Net Income$202K
Employer EIN874083825
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Elevation Adventure 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Elevation Adventure …, Total assets ($M): 0.492162 · Participants: 6Elevation Adventure …D.a. Davidson Compan…, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Compan…Glacier Bancorp, Inc…, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc…Northwestern Energy …, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy …Logan Health Retirem…, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirem…First Interstate Ban…, Total assets ($M): 481.734557 · Participants: 3530First Interstate Ban…
Elevation Adventure 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Elevation Adventure 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Elevation Adventure 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Elevation Adventure 401(k) Plan assets move in 2024? ▼
Elevation Adventure 401(k) Plan surged - up 69.5% during 2024, from $290K to $492K. Reported net income was $202K.
How have Elevation Adventure and Fitness, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elevation Adventure and Fitness, Inc.'s sponsor-wide assets grew 100.4%, from $246K to $492K.
Where does Elevation Adventure 401(k) Plan rank by assets among Form 5500 filers? ▼
Elevation Adventure 401(k) Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Elevation Adventure 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Truviand Corporation 401(k) Profit Sharing Plan in MI ($492K, 2 participants).

Next read for Elevation Adventure 401(k) Plan

Multi-year trail

Ways to act on Elevation Adventure 401(k) Plan's numbers.

  • By total assets, Elevation Adventure 401(k) Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Montana. Compare plans
  • Elevation Adventure and Fitness, Inc.'s sponsor-wide assets have grown 100.4% since 2022 across 3 plan years on file. More Retail Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 874083825.

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.