401(k) · DOL Form 5500 · 2024

Elevation Services Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
98
Participants Small participant base
57th
Percentile by assets National rank
$105,979
Avg per participant Below avg balance/head
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Official DOL plan name: Aeg 401(k) Plan · Sponsored by Elevation Services Holdings, LLC · New York · Other Services

$10M in assets, 98 participants

Elevation Services Holdings, LLC's Aeg 401(k) Plan reported $10M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,795 in Other Services (7,719 peers)

Elevation Services Holdings, LLC multi-year trail

Elevation Services Holdings, LLC's plans moved +41.8% in assets from 2023 to 2024; this filing shows Aeg 401(k) Plan at $10M / 98 participants.

#5,795
in Other Services (7,719 peers)
+41.8%
assets growth YoY

Aeg 401(k) Plan's mid-pack asset rank among Other Services and all filers

Aeg 401(k) Plan vs every filed plan by assets

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

$10,385,948 Top 43% higher than 57% 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

Aeg 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aeg 401(k) Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aeg 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Aeg 401(k) Plan reported participants fell from 113 in the plan year 2023 filing to 98 in the plan year 2024 filing.
  • Aeg 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 850571592 · Elevation Services Holdings, LLC PY 2024 · 401(k)

Aeg 401(k) Plan · $10M · 98 · 57th

  • PHOTO $10M
  • PHOTO 98
  • PHOTO 57th
  • PHOTO 401(k)
  • PHOTO near Cobalt 401(k) Plan
  • PHOTO ind #5795

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 Other Services retirement plans → · Plans in New York →

Aeg 401(k) Plan in the asset neighbourhood

Aeg 401(k) Plan$10MCobalt 401(k) Plan$10MPhononic Inc Plan$10MBlp/Alt Profit Sharing Plan$10MKinsbursky Bros Supply Inc. 401(k) Profit Sharing Plan and TrustKinsbursky Bros Supply Inc. …$10M
End-of-year total assets ($M) among Aeg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Elevation Services Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Elevation Services Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 41.80818769566822% vs 2023
2024 filing year
$7M$8M$9M$10M$11M 20232024 $7.32M $10.4M ▲ +41.9%
Year Plans Participants Total Assets
2023 1 113 $7M
2024 1 98 $10M

Elevation Services Holdings, LLC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN850571592
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Aeg 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Aeg 401(k) Plan, Total assets ($B): 0.010385948 · Participants: 98Aeg 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Aeg 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Aeg 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Cobalt 401(k) Plan in KS ($10M); by covered participants it is Wicare Home Care Agency LLC 401(k) Profit Sharing Plan & Trust in PA (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Aeg 401(k) Plan assets move in 2024? ▼
Aeg 401(k) Plan surged - up 41.8% during 2024, from $7M to $10M. Reported net income was $2M.
How have Elevation Services Holdings, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Elevation Services Holdings, LLC's sponsor-wide assets grew 41.8%, from $7M to $10M.
Which 401(k) plans are similar in size to Aeg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cobalt 401(k) Plan in KS ($10M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Aeg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wicare Home Care Agency LLC 401(k) Profit Sharing Plan & Trust in PA (98 participants, $82K 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 850571592.

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.