401(k) · DOL Form 5500 · 2024

Envestnet Financial Technologies, Inc. 401(k) Plan

Data updated 2026-08-11

$347M
Total assets: 1,626
Participants: 96th
Percentile by assets: $213,575
Avg per participant

Official DOL plan name: Envestnet 401(k) Retirement Plan · Sponsored by Envestnet Financial Technologies, Inc. · Pennsylvania · Finance & Insurance

$347M in assets, 1,626 participants

Envestnet Financial Technologies, Inc.'s Envestnet 401(k) Retirement Plan reported $347M in total assets and 1,626 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 123,622 plans)
#8,004 in Finance & Insurance (8,549 peers)

Where Envestnet 401(k) Retirement Plan sits by assets

Envestnet 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $347M for 1,626 participants (~$213,575/participant), up 18.7% in 2024.

$347M
total plan assets (2024 EOY): 1,626
covered participants: 96th
percentile by assets (of 123,622 plans): $213,575
avg assets per participant

Envestnet 401(k) Retirement Plan end-of-year assets rose from $293M in the plan year 2023 filing to $347M in the plan year 2024 filing.
Envestnet 401(k) Retirement Plan reported participants fell from 1,962 in the plan year 2023 filing to 1,626 in the plan year 2024 filing.
Envestnet 401(k) Retirement Plan reported net income rose from $47M in the plan year 2023 filing to $55M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Envestnet 401(k) Retirement Plan vs the 2024 asset distribution

By assets, Envestnet 401(k) Retirement Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$293M
Net Assets (End of Year)	$347M
Net Income	$55M
Employer EIN	812162327
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Envestnet Financial Technologies, Inc.)

Total plan assets by year, all Envestnet Financial Technologies, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,824	$245M
2023	1	1,962	$293M
2024	1	1,626	$347M

Nearby 401(k) Plans in Pennsylvania

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

Envestnet 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Envestnet 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Envestnet 401(k) Retirement Plan by total assets, not by location.

Sevita 401(k) Plan (MN) $347M · 26,985
Armanino Advisory LLC 401(k) Profit Sharing Plan (CA) $347M · 2,599
Tcw, LLC Profit Sharing and Savings Plan (CA) $347M · 644
Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan (NY) $348M · 1,407

Frequently Asked Questions

How did Envestnet 401(k) Retirement Plan assets move in 2024? ▼

Envestnet 401(k) Retirement Plan grew sharply - up 18.7% during 2024, from $293M to $347M. Reported net income was $55M.

How have Envestnet Financial Technologies, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Envestnet Financial Technologies, Inc.'s sponsor-wide assets grew 41.6%, from $245M to $347M.

Where does Envestnet 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

Envestnet 401(k) Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Envestnet 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sevita 401(k) Plan in MN ($347M, 26,985 participants).

Next read for Envestnet 401(k) Retirement Plan

Scale reading

Ways to act on Envestnet 401(k) Retirement Plan's numbers.

By total assets, Envestnet 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Envestnet Financial Technologies, Inc.'s sponsor-wide assets have grown 41.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 812162327.