401(k) · DOL Form 5500 · 2024

Elevation Services Holdings II, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
669
Participants Below avg headcount
85th
Percentile by assets National rank
$77,742
Avg per participant Below avg balance/head
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Official DOL plan name: Aeg Merit Holding Company 401(k) Plan · Sponsored by Elevation Services Holdings II, LLC · New York · Other Services

$52M in assets, 669 participants

Elevation Services Holdings II, LLC's Aeg Merit Holding Company 401(k) Plan reported $52M in total assets and 669 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,184 in Other Services (7,719 peers)

Where Aeg Merit Holding Company 401(k) Plan sits by assets

Aeg Merit Holding Company 401(k) Plan sits in the top quartile of all filed plans by assets, $52M for 669 participants (~$77,742/participant), up 11.5% in 2024.

#7,184
in Other Services (7,719 peers)
+11.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Aeg Merit Holding Company 401(k) Plan's outsized position by total assets

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

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

$52,009,298 Top 15% higher than 85% 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 Merit Holding Company 401(k) 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. Aeg Merit Holding Company 401(k) Plan sits mid-pack in the medium band (669 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aeg Merit Holding Company 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Aeg Merit Holding Company 401(k) Plan end-of-year assets rose from $47M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Aeg Merit Holding Company 401(k) Plan reported participants fell from 739 in the plan year 2023 filing to 669 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 851154051 · Elevation Services Holdings II, LLC PY 2024 · 401(k)

Aeg Merit Holding Company 401(k) Plan · $52M · 669 · 85th

  • EIN $52M
  • EIN 669
  • EIN 85th
  • EIN 401(k)
  • EIN near Amway Hotel Corporation 401(k) Retirement and Savings Plan
  • EIN ind #7184

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 Merit Holding Company 401(k) Plan in the asset neighbourhood

Oneaz Credit Union 401(k) PlanOneaz Credit Union 401(k) Pl…$52MAeg Merit Holding Company 401(k) PlanAeg Merit Holding Company 40…$52MAmway Hotel Corporation 401(k) Retirement and Savings PlanAmway Hotel Corporation 401(…$52MIndustrial Dielectrics, Inc. 401(k) Profit Sharing and Savings PlanIndustrial Dielectrics, Inc.…$52MConference of State Bank Supervisors Safe Harbor 401(k) PlanConference of State Bank Sup…$52M
End-of-year total assets ($M) among Aeg Merit Holding Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$52M
Net Income$6M
Employer EIN851154051
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elevation Services Holdings II, LLC)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$52M 11.536126462100517% vs 2023
2024 filing year
$46M$48M$50M$52M$54M 20232024 $46.6M $52M ▲ +11.5%
Year Plans Participants Total Assets
2023 1 739 $47M
2024 1 669 $52M

Nearby 401(k) Plans in New York

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

Aeg Merit Holding Company 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Aeg Merit Holding Company 401(k) Plan, Total assets ($B): 0.052009298 · Participants: 669Aeg Merit Holding Company 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 Merit Holding Company 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Aeg Merit Holding Company 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Amway Hotel Corporation 401(k) Retirement and Savings Plan in MI ($52M); by covered participants it is Mature Care of Standifer Place 401(k) Plan in TN (669 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (669 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 Merit Holding Company 401(k) Plan assets move in 2024? ▼
Aeg Merit Holding Company 401(k) Plan grew at a solid clip - up 11.5% during 2024, from $47M to $52M. Reported net income was $6M.
How have Elevation Services Holdings II, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Elevation Services Holdings II, LLC's sponsor-wide assets grew 11.5%, from $47M to $52M.
Where does Aeg Merit Holding Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Aeg Merit Holding Company 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aeg Merit Holding Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amway Hotel Corporation 401(k) Retirement and Savings Plan in MI ($52M, 1,353 participants).
Which 401(k) plans cover a similar participant headcount to Aeg Merit Holding Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mature Care of Standifer Place 401(k) Plan in TN (669 participants, $4M 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 851154051.

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.