401(k) · DOL Form 5500 · 2024

Pivot Intermediary, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
228
Participants Below avg headcount
70th
Percentile by assets National rank
$87,332
Avg per participant Below avg balance/head
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Official DOL plan name: Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Pivot Intermediary, Inc. · Kansas · Professional & Technical Services

$20M in assets, 228 participants

Pivot Intermediary, Inc.'s Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust reported $20M in total assets and 228 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,008 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust holds $20M for 228 participants - about $87,332 per participant, above the median plan by assets.

#14,008
in Professional & Technical Services (20,173 peers)
+7.4%
assets growth YoY

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$19,911,649 Top 30% higher than 70% 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

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust 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. Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 870963959 · Pivot Intermediary, Inc. PY 2024 · 401(k)

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust · $20M · 228 · 70th

  • BOY $20M
  • SCH 228
  • EBSA 70th
  • PART 401(k)
  • TYPE near Innotec Employee 401(k) Profit Sharing Plan
  • NET ind #14008

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 Professional & Technical Services retirement plans → · Plans in Kansas →

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and TrustPivot Intermediary, Inc 401(…$20MInnotec Employee 401(k) Profit Sharing PlanInnotec Employee 401(k) Prof…$20MGray, Gray & Gray LLP Employees Savings & Security PlanGray, Gray & Gray LLP Employ…$20MOhio Valley Gas Corporation Employees' 401(k) PlanOhio Valley Gas Corporation …$20MGreat West Engineering, Inc. 401(k) Profit Sharing Plan & TrustGreat West Engineering, Inc.…$20M
End-of-year total assets ($M) among Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN870963959
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pivot Intermediary, Inc.)

Sponsor-wide plan assets over time

All Pivot Intermediary, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 7.370315919752539% vs 2023
2024 filing year
$18M$18.5M$19M$19.5M$20M$20.5M 20232024 $18.5M $19.9M ▲ +7.4%
Year Plans Participants Total Assets
2023 1 230 $19M
2024 1 228 $20M

Nearby 401(k) Plans in Kansas

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

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.019911649 · Participants: 228Pivot Intermediary, Inc 401(k) Profit Sharing Plan and TrustKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Innotec Employee 401(k) Profit Sharing Plan in MI ($20M); by covered participants it is Bell Incorporated Employees Profit Sharing Plan in GA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 7.4% during 2024, from $19M to $20M. Reported net income was $1M.
How have Pivot Intermediary, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Pivot Intermediary, Inc.'s sponsor-wide assets grew 7.4%, from $19M to $20M.
Which 401(k) plans are similar in size to Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Innotec Employee 401(k) Profit Sharing Plan in MI ($20M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Pivot Intermediary, Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bell Incorporated Employees Profit Sharing Plan in GA (228 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 870963959.

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.