401(k) · DOL Form 5500 · 2024

Pivotal Housing Partners LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
209
Participants Below avg headcount
45th
Percentile by assets National rank
$28,893
Avg per participant Low balance/head
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Official DOL plan name: Pivotal Housing Partners LLC 401(k) Retirement Savings Plan · Sponsored by Pivotal Housing Partners LLC · Ohio · Real Estate

$6M in assets, 209 participants

Pivotal Housing Partners LLC's Pivotal Housing Partners LLC 401(k) Retirement Savings Plan reported $6M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,996 in Real Estate (4,605 peers)

Coverage in Ohio

Pivotal Housing Partners LLC 401(k) Retirement Savings Plan covers 209 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#2,996
in Real Estate (4,605 peers)
+19.1%
assets growth YoY

Pivotal Housing Partners LLC 401(k) Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Pivotal Housing Partners LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$6,038,557 45th percentile higher than 45% 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 Housing Partners LLC 401(k) Retirement Savings Plan 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. Pivotal Housing Partners LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pivotal Housing Partners LLC 401(k) Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to $970K in the plan year 2024 filing.
  • Pivotal Housing Partners LLC 401(k) Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Pivotal Housing Partners LLC 401(k) Retirement Savings Plan reported participants fell from 222 in the plan year 2023 filing to 209 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 823746970 · Pivotal Housing Partners LLC PY 2024 · 401(k)

Pivotal Housing Partners LLC 401(k) Retirement Savings Plan · $6M · 209 · 45th

  • TYPE $6M
  • NET 209
  • BOOK 45th
  • VS-ST 401(k)
  • BOY near Pegasus Maritime Inc 401(k) Profit Sharing Plan & Trust
  • SCH ind #2996

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 Ohio →

Pivotal Housing Partners LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Pivotal Housing Partners LLC 401(k) Retirement Savings PlanPivotal Housing Partners LLC…$6MPegasus Maritime Inc 401(k) Profit Sharing Plan & TrustPegasus Maritime Inc 401(k) …$6MM2 Strategy, Inc. 401(k) Plan$6MRuss' Restaurants Savings and Retirement PlanRuss' Restaurants Savings an…$6MBova Food Distributors, Inc. 401(k) Profit Sharing PlanBova Food Distributors, Inc.…$6M
End-of-year total assets ($M) among Pivotal Housing Partners LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$970K
Employer EIN823746970
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pivotal Housing Partners LLC)

Sponsor-wide plan assets over time

All Pivotal Housing Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 57.79667899726037% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.83M $6.04M ▲ +57.7%
Year Plans Participants Total Assets
2022 1 213 $4M
2023 1 222 $5M
2024 1 209 $6M

Nearby 401(k) Plans in Ohio

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

Pivotal Housing Partners LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pivotal Housing Partners LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.006038557 · Participants: 209Pivotal Housing Partners LLC 401(k) Retirement Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Pivotal Housing Partners LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Pivotal Housing Partners LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Pivotal Housing Partners LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Pegasus Maritime Inc 401(k) Profit Sharing Plan & Trust in NY ($6M); by covered participants it is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Housing Partners LLC 401(k) Retirement Savings Plan assets move in 2024? ▼
Pivotal Housing Partners LLC 401(k) Retirement Savings Plan grew sharply - up 19.1% during 2024, from $5M to $6M. Reported net income was $970K.
How have Pivotal Housing Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pivotal Housing Partners LLC's sponsor-wide assets grew 57.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Pivotal Housing Partners LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pegasus Maritime Inc 401(k) Profit Sharing Plan & Trust in NY ($6M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Pivotal Housing Partners LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants, $291K 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 823746970.

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.