401(k) · DOL Form 5500 · 2024

Pivotree USA Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
84
Participants Small participant base
52nd
Percentile by assets National rank
$98,937
Avg per participant Below avg balance/head
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Official DOL plan name: Pivotree USA Inc. · Sponsored by Pivotree USA Inc. · Illinois · Information & Media

$8M in assets, 84 participants

Pivotree USA Inc.'s Pivotree USA Inc. reported $8M in total assets and 84 participants in its 2024 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.

  • #1,060 in Information & Media (2,822 peers)

Pivotree USA Inc. multi-year trail

Pivotree USA Inc.'s plans moved +69.3% in assets from 2022 to 2024; this filing shows Pivotree USA Inc. at $8M / 84 participants.

#1,060
in Information & Media (2,822 peers)
+21.7%
assets growth YoY

Pivotree USA Inc.'s mid-pack asset rank among Information & Media and all filers

Pivotree USA Inc. vs every filed plan by assets

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

$8,310,727 Top 48% higher than 52% 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

Pivotree USA Inc. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pivotree USA Inc. is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pivotree USA Inc. reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pivotree USA Inc. end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Pivotree USA Inc. reported participants rose from 71 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 261658811 · Pivotree USA Inc. PY 2024 · 401(k)

Pivotree USA Inc. · $8M · 84 · 52nd

  • ASSETS $8M
  • ASSETS 84
  • ASSETS 52nd
  • ASSETS 401(k)
  • ASSETS near Anthos U.S.a, Inc. Savings & Profit Sharing Plan
  • ASSETS ind #1060

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 Information & Media retirement plans → · Plans in Illinois →

Pivotree USA Inc. in the asset neighbourhood

Pivotree USA Inc.$8MAnthos U.S.a, Inc. Savings & Profit Sharing PlanAnthos U.S.a, Inc. Savings &…$8MHerzog-Meier Auto Center 401(k) PlanHerzog-Meier Auto Center 401…$8MVwr Advanced Instruments Profit Sharing PlanVwr Advanced Instruments Pro…$8MRelatient 401(k) Plan$8M
End-of-year total assets ($M) among Pivotree USA Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pivotree USA Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pivotree USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 69.31158755964096% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.91M $8.31M ▲ +69.2%
Year Plans Participants Total Assets
2022 1 33 $5M
2023 1 71 $7M
2024 1 84 $8M

Pivotree USA Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN261658811
Plan Effective Date2012-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Pivotree USA Inc. vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Pivotree USA Inc., Total assets ($B): 0.008310727 · Participants: 84Pivotree USA Inc.Accenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Pivotree USA Inc. vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Pivotree USA Inc. side-by-side with 3 peers →

Pivotree USA Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Anthos U.S.a, Inc. Savings & Profit Sharing Plan in NY ($8M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Pivotree USA Inc. assets move in 2024? ▼
Pivotree USA Inc. grew sharply - up 21.7% during 2024, from $7M to $8M. Reported net income was $1M.
How have Pivotree USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pivotree USA Inc.'s sponsor-wide assets grew 69.3%, from $5M to $8M.
Which 401(k) plans are similar in size to Pivotree USA Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Anthos U.S.a, Inc. Savings & Profit Sharing Plan in NY ($8M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Pivotree USA Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 participants, N/A 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 261658811.

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.