401(k) · DOL Form 5500 · 2024

Elena Research LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$476,377
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: ATI401KPLAN · Sponsored by Elena Research LLC · Florida · Manufacturing

$1M in assets, 3 participants

Elena Research LLC's ATI401KPLAN reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,061 in Manufacturing (17,777 peers)

Elena Research LLC multi-year trail

Elena Research LLC's plans moved +22.8% in assets from 2022 to 2024; this filing shows ATI401KPLAN at $1M / 3 participants.

#2,061
in Manufacturing (17,777 peers)
+9.5%
assets growth YoY

ATI401KPLAN among the smaller filed plans by assets

ATI401KPLAN vs every filed plan by assets

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

$1,429,132 26th percentile higher than 26% 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

ATI401KPLAN among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. ATI401KPLAN is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • ATI401KPLAN end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 522118172 · Elena Research LLC PY 2024 · 401(k)

ATI401KPLAN · $1M · 3 · 26th

  • NET $1M
  • BOOK 3
  • VS-ST 26th
  • BOY 401(k)
  • SCH near Advantage 401(k) Program Pooled Employer Plan
  • EBSA ind #2061

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 Manufacturing retirement plans → · Plans in Florida →

ATI401KPLAN in the asset neighbourhood

ATI401KPLAN$1MAdvantage 401(k) Program Pooled Employer PlanAdvantage 401(k) Program Poo…$1MThe Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) PlanThe Olive, Sanchez & Associa…$1MFarcountry Incorporated 401(k) PlanFarcountry Incorporated 401(…$1MWarren Energy LLC 401(k) Profit Sharing Plan & TrustWarren Energy LLC 401(k) Pro…$1M
End-of-year total assets ($M) among ATI401KPLAN and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Elena Research LLC multi-year asset trail

Sponsor-wide plan assets over time

All Elena Research LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.8101593892542% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.16M $1.43M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $1M

Elena Research LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$124K
Employer EIN522118172
Plan Effective Date2008-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

ATI401KPLAN vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants ATI401KPLAN, Total assets ($B): 0.001429132 · Participants: 3ATI401KPLANL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
ATI401KPLAN vs. nearby 401(k) plans in Florida, assets vs. participants

ATI401KPLAN's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Advantage 401(k) Program Pooled Employer Plan in SD ($1M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 ATI401KPLAN assets move in 2024?
ATI401KPLAN grew at a solid clip - up 9.5% during 2024, from $1M to $1M. Reported net income was $124K.
How have Elena Research LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Elena Research LLC's sponsor-wide assets grew 22.8%, from $1M to $1M.
Which 401(k) plans are similar in size to ATI401KPLAN?
Among 401(k) plans in other states, the closest by assets is Advantage 401(k) Program Pooled Employer Plan in SD ($1M, 123 participants).
Which 401(k) plans cover a similar participant headcount to ATI401KPLAN?
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).