401(k) · DOL Form 5500 · 2024

Elevations Credit Union 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
582
Participants Below avg headcount
89th
Percentile by assets National rank
$134,377
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Elevations Credit Union Capital Accumulation Plan · Sponsored by Elevations Credit Union · Colorado · Finance & Insurance

$78M in assets, 582 participants

Elevations Credit Union's Elevations Credit Union Capital Accumulation Plan reported $78M in total assets and 582 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,033 in Finance & Insurance (8,549 peers)

Where Elevations Credit Union Capital Accumulation Plan sits by assets

Elevations Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $78M for 582 participants (~$134,377/participant), up 18.2% in 2024.

#7,033
in Finance & Insurance (8,549 peers)
+18.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Elevations Credit Union Capital Accumulation Plan's outsized position by total assets

Elevations Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$78,207,543 Top 11% higher than 89% of 123,620 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 2024

Elevations Credit Union Capital Accumulation Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elevations Credit Union Capital Accumulation Plan sits mid-pack in the medium band (582 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elevations Credit Union Capital Accumulation Plan end-of-year assets rose from $66M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • Elevations Credit Union Capital Accumulation Plan reported participants fell from 654 in the plan year 2023 filing to 582 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 840459116 · Elevations Credit Union PY 2024 · 401(k)

Elevations Credit Union Capital Accumulation Plan · $78M · 582 · 89th

  • PART $78M
  • TYPE 582
  • NET 89th
  • BOOK 401(k)
  • VS-ST near Westconsin Credit Union Capital Accumulation Plan
  • BOY ind #7033

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 Colorado →

Elevations Credit Union Capital Accumulation Plan in the asset neighbourhood

Elevations Credit Union Capital Accumulation PlanElevations Credit Union Capi…$78MDelinea Inc. 401(k) Plan$78MWestconsin Credit Union Capital Accumulation PlanWestconsin Credit Union Capi…$78MAssociated Employers for the Help of the Developmentally Disabled 403(b) PlanAssociated Employers for the…$78MBama Profit Sharing Plan$78M
End-of-year total assets ($M) among Elevations Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$78M
Net Income$12M
Employer EIN840459116
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elevations Credit Union)

Sponsor-wide plan assets over time

All Elevations Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$78M 44.43713135262393% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.2M $78.2M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 586 $54M
2023 1 654 $66M
2024 1 582 $78M

Nearby 401(k) Plans in Colorado

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

Elevations Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Elevations Credit Union Capital Accumulation Plan, Total assets ($B): 0.078207543 · Participants: 582Elevations Credit Union Capital Accumulation PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Elevations Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Elevations Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Elevations Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Westconsin Credit Union Capital Accumulation Plan in WI ($78M); by covered participants it is Floqast 401(k) Plan in CA (582 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (582 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Elevations Credit Union Capital Accumulation Plan assets move in 2024? ▼
Elevations Credit Union Capital Accumulation Plan grew sharply - up 18.2% during 2024, from $66M to $78M. Reported net income was $12M.
How have Elevations Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elevations Credit Union's sponsor-wide assets grew 44.4%, from $54M to $78M.
Where does Elevations Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Elevations Credit Union Capital Accumulation Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Elevations Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westconsin Credit Union Capital Accumulation Plan in WI ($78M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Elevations Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Floqast 401(k) Plan in CA (582 participants, $25M in assets).

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 840459116.

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.