401(k) · DOL Form 5500 · 2024

Pivotal Capital Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$945K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$472,344
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Pivotal Capital Holdings, Inc. 401(k) Plan · Sponsored by Pivotal Capital Holdings, Inc. · Alabama · Real Estate

$945K in assets, 2 participants

Pivotal Capital Holdings, Inc.'s Pivotal Capital Holdings, Inc. 401(k) Plan reported $945K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,817 in Real Estate (4,605 peers)

2024 asset change

Pivotal Capital Holdings, Inc. 401(k) Plan grew at a solid clip 10.0% in 2024 ($859K → $945K) for 2 participants.

#1,817
in Real Estate (4,605 peers)
+10.0%
assets growth YoY

Pivotal Capital Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Pivotal Capital Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$944,688 23rd percentile higher than 23% 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

Pivotal Capital Holdings, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pivotal Capital Holdings, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 872102978 · Pivotal Capital Holdings, Inc. PY 2024 · 401(k)

Pivotal Capital Holdings, Inc. 401(k) Plan · $945K · 2 · 23rd

  • TYPE $945K
  • NET 2
  • BOOK 23rd
  • VS-ST 401(k)
  • BOY near R & R Holdings, Inc. 401(k) Plan
  • SCH ind #1817

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 Real Estate retirement plans → · Plans in Alabama →

Pivotal Capital Holdings, Inc. 401(k) Plan in the asset neighbourhood

Pivotal Capital Holdings, Inc. 401(k) PlanPivotal Capital Holdings, In…$945KR & R Holdings, Inc. 401(k) PlanR & R Holdings, Inc. 401(k) …$945KHeights Re Advisors 401(k) PlanHeights Re Advisors 401(k) P…$945KHhmt, Inc. Employee Stock Ownership 401(k) PlanHhmt, Inc. Employee Stock Ow…$945KPrimrose Management Group Incorporated 401(k) Profit Sharing PlanPrimrose Management Group In…$944K
End-of-year total assets ($M) among Pivotal Capital Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$859K
Net Assets (End of Year)$945K
Net Income$86K
Employer EIN872102978
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Pivotal Capital Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Pivotal Capital Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000944688 · Participants: 2Pivotal Capital Holdings, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Pivotal Capital Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Pivotal Capital Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Pivotal Capital Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is R & R Holdings, Inc. 401(k) Plan in KS ($945K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Pivotal Capital Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Pivotal Capital Holdings, Inc. 401(k) Plan grew at a solid clip - up 10.0% during 2024, from $859K to $945K. Reported net income was $86K.
Where does Pivotal Capital Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Pivotal Capital Holdings, Inc. 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Pivotal Capital Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R & R Holdings, Inc. 401(k) Plan in KS ($945K, 13 participants).
Which 401(k) plans cover a similar participant headcount to Pivotal Capital Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 872102978.

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.