401(k) · DOL Form 5500 · 2023

Elevation Services Holdings II, LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
739
Participants Near avg headcount
85th
Percentile by assets National rank
$63,099
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aeg Merit Holding Company 401(k) Plan · Sponsored by Elevation Services Holdings II, LLC · New York · Other Services

$47M in assets, 739 participants

Elevation Services Holdings II, LLC's Aeg Merit Holding Company 401(k) Plan reported $47M in total assets and 739 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,309 in Other Services (7,857 peers)

Where Aeg Merit Holding Company 401(k) Plan sits by assets

Aeg Merit Holding Company 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 739 participants (~$63,099/participant).

#7,309
in Other Services (7,857 peers)
$2M
reported net income
0.5×
vs typical plan assets (national mean)

Aeg Merit Holding Company 401(k) Plan's outsized position by total assets

Aeg Merit Holding Company 401(k) Plan vs every filed plan by assets

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

$46,630,002 Top 15% higher than 85% 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

Aeg Merit Holding Company 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. Aeg Merit Holding Company 401(k) Plan sits mid-pack in the medium band (739 participants).

Published 5500 schedule card

Filing strip 851154051 · Elevation Services Holdings II, LLC PY 2023 · 401(k)

Aeg Merit Holding Company 401(k) Plan · $47M · 739 · 85th

  • EIN $47M
  • EIN 739
  • EIN 85th
  • EIN 401(k)
  • EIN near Hino Motors Manufacturing U.S.a., Inc. 401(k) Profit Sharing Plan
  • EIN ind #7309

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 Other Services retirement plans → · Plans in New York →

Aeg Merit Holding Company 401(k) Plan in the asset neighbourhood

Infinite Electronics 401(k) PlanInfinite Electronics 401(k) …$47MAeg Merit Holding Company 401(k) PlanAeg Merit Holding Company 40…$47MHino Motors Manufacturing U.S.a., Inc. 401(k) Profit Sharing PlanHino Motors Manufacturing U.…$47MThe Kolter Group LLC 401(k) PlanThe Kolter Group LLC 401(k) …$47MCoherus Biosciences, Inc. 401(k) PlanCoherus Biosciences, Inc. 40…$47M
End-of-year total assets ($M) among Aeg Merit Holding Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$47M
Net Income$2M
Employer EIN851154051
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elevation Services Holdings II, LLC)

Sponsor-wide plan assets over time

All Elevation Services Holdings II, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 11.536126462100517% vs 2023
2024 filing year
$46M$48M$50M$52M$54M 20232024 $46.6M $52M ▲ +11.5%
Year Plans Participants Total Assets
2023 1 739 $47M
2024 1 669 $52M

Nearby 401(k) Plans in New York

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

Aeg Merit Holding Company 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Aeg Merit Holding Company 401(k) Plan, Total assets ($B): 0.046630002 · Participants: 739Aeg Merit Holding Company 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Aeg Merit Holding Company 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Aeg Merit Holding Company 401(k) Plan side-by-side with 3 peers →

Aeg Merit Holding Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hino Motors Manufacturing U.S.a., Inc. 401(k) Profit Sharing Plan in MI ($47M); by covered participants it is Extreme Reach Inc. 401(k) Profit Sharing Plan Trust in MA (739 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (739 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 have Elevation Services Holdings II, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Elevation Services Holdings II, LLC's sponsor-wide assets grew 11.5%, from $47M to $52M.
Where does Aeg Merit Holding Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Aeg Merit Holding Company 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aeg Merit Holding Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hino Motors Manufacturing U.S.a., Inc. 401(k) Profit Sharing Plan in MI ($47M, 1,541 participants).
Which 401(k) plans cover a similar participant headcount to Aeg Merit Holding Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Extreme Reach Inc. 401(k) Profit Sharing Plan Trust in MA (739 participants, $79M 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 851154051.

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.