401(k) · DOL Form 5500 · 2024

Envestnet Financial Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$347M
Total assets Above avg plan size
1,626
Participants Near avg headcount
96th
Percentile by assets National rank
$213,575
Avg per participant Above avg balance/head
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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.

  • #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.

#8,004
in Finance & Insurance (8,549 peers)
+18.7%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Envestnet 401(k) Retirement Plan's outsized position by total assets

Envestnet 401(k) Retirement Plan vs every filed plan by assets

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

$347,272,937 Top 4% higher than 96% 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

Envestnet 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Envestnet 401(k) Retirement Plan lands in the large band (1,626 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 812162327 · Envestnet Financial Technologies, Inc. PY 2024 · 401(k)

Envestnet 401(k) Retirement Plan · $347M · 1,626 · 96th

  • PHOTO $347M
  • PHOTO 1,626
  • PHOTO 96th
  • PHOTO 401(k)
  • PHOTO near Sevita 401(k) Plan
  • PHOTO ind #8004

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Envestnet 401(k) Retirement Plan in the asset neighbourhood

Utica Mutual Insurance Company Employee Profit Sharing and Investment PlanUtica Mutual Insurance Compa…$348MArmanino Advisory LLC 401(k) Profit Sharing PlanArmanino Advisory LLC 401(k)…$347MEnvestnet 401(k) Retirement PlanEnvestnet 401(k) Retirement …$347MSevita 401(k) Plan$347MTcw, LLC Profit Sharing and Savings PlanTcw, LLC Profit Sharing and …$347M
End-of-year total assets ($M) among Envestnet 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$293M
Net Assets (End of Year)$347M
Net Income$55M
Employer EIN812162327
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Envestnet Financial Technologies, Inc.)

Sponsor-wide plan assets over time

All Envestnet Financial Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$347M 41.61698790835962% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $245M $347M ▲ +41.6%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Envestnet 401(k) Retirement Plan, Total assets ($B): 0.347272937 · Participants: 1626Envestnet 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Envestnet 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Envestnet 401(k) Retirement Plan side-by-side with 3 peers →

Envestnet 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sevita 401(k) Plan in MN ($347M); by covered participants it is Kyocera Industrial Tools, Inc. 401(k) Plan in NE (1,626 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($347M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,626 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 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).
Which 401(k) plans cover a similar participant headcount to Envestnet 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kyocera Industrial Tools, Inc. 401(k) Plan in NE (1,626 participants, $93M 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 812162327.

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.