401(k) · DOL Form 5500 · 2023
Elevation Services Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $64,814
- Avg per participant Low balance/head
Official DOL plan name: Aeg Union Holding Company 401(k) Plan · Sponsored by Elevation Services Holdings, LLC · New York · Other Services
$7M in assets, 113 participants
Elevation Services Holdings, LLC's Aeg Union Holding Company 401(k) Plan reported $7M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,632 in Other Services (7,857 peers)
Coverage in New York
Aeg Union Holding Company 401(k) Plan covers 113 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #5,632
- in Other Services (7,857 peers)
- $2M
- reported net income
Aeg Union Holding Company 401(k) Plan's mid-pack asset rank among Other Services and all filers
Aeg Union Holding Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,323,941 Top 48% higher than 52% 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
Aeg Union 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 Union Holding Company 401(k) Plan sits mid-pack in the medium band (113 participants).
EBSA filing schedule strip
Filing strip 850571592 · Elevation Services Holdings, LLC PY 2023 · 401(k)
Aeg Union Holding Company 401(k) Plan · $7M · 113 · 52nd
- TYPE $7M
- NET 113
- BOOK 52nd
- VS-ST 401(k)
- BOY near Lush 401(k) Savings Plan
- SCH ind #5632
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 Union Holding Company 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 850571592 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elevation Services Holdings, LLC)
Sponsor-wide plan assets over time
All Elevation Services Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 41.80818769566822% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 113 | $7M |
| 2024 | 1 | 98 | $10M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Aeg Union 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 Lush 401(k) Savings Plan in AZ ($7M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (113 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.