401(k) · DOL Form 5500 · 2024

Relevate LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
26th
Percentile by assets National rank
$199,563
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Relevate 401(k) Profit Sharing Plan and Trust · Sponsored by Relevate LLC · Arizona · Other Services

$1M in assets, 7 participants

Relevate LLC's Relevate 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,903 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Relevate 401(k) Profit Sharing Plan and Trust ranks #3,903 of 7,719 2024 filers by assets (1437% of the sector average)-$1M for 7 participants.

#3,903
in Other Services (7,719 peers)
+19.4%
assets growth YoY

Relevate 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Relevate 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,396,943 26th percentile higher than 26% 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

Relevate 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Relevate 401(k) Profit Sharing Plan and Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Relevate 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Relevate 401(k) Profit Sharing Plan and Trust reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Relevate 401(k) Profit Sharing Plan and Trust reported net income rose from $216K in the plan year 2023 filing to $227K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 823053345 · Relevate LLC PY 2024 · 401(k)

Relevate 401(k) Profit Sharing Plan and Trust · $1M · 7 · 26th

  • BOY $1M
  • BOY 7
  • BOY 26th
  • BOY 401(k)
  • BOY near Highland Dental Group, LLC 401(k) Profit Sharing Plan
  • BOY ind #3903

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 Arizona →

Relevate 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Relevate 401(k) Profit Sharing Plan and TrustRelevate 401(k) Profit Shari…$1MHighland Dental Group, LLC 401(k) Profit Sharing PlanHighland Dental Group, LLC 4…$1MMasterworks Administrative Services 401(k) PlanMasterworks Administrative S…$1MLan Service Group 401(k) Profit Sharing Plan & TrustLan Service Group 401(k) Pro…$1MCynosure Medical Inc. Retirement PlanCynosure Medical Inc. Retire…$1M
End-of-year total assets ($M) among Relevate 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$227K
Employer EIN823053345
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Relevate LLC)

Sponsor-wide plan assets over time

All Relevate LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.5602059690312% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.95M $1.4M ▲ +47.4%
Year Plans Participants Total Assets
2022 1 8 $953K
2023 1 8 $1M
2024 1 7 $1M

Nearby 401(k) Plans in Arizona

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

Relevate 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Relevate 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001396943 · Participants: 7Relevate 401(k) Profit Sharing Plan and TrustBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Relevate 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Relevate 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Relevate 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Highland Dental Group, LLC 401(k) Profit Sharing Plan in MA ($1M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Relevate 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Relevate 401(k) Profit Sharing Plan and Trust grew sharply - up 19.4% during 2024, from $1M to $1M. Reported net income was $227K.
How have Relevate LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Relevate LLC's sponsor-wide assets grew 46.6%, from $953K to $1M.
Which 401(k) plans are similar in size to Relevate 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Highland Dental Group, LLC 401(k) Profit Sharing Plan in MA ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Relevate 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 823053345.

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.