401(k) · DOL Form 5500 · 2024

Elevate Pfs Holdings Inc 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size: 2,434
Participants Above avg headcount: 85th
Percentile by assets National rank: $23,133
Avg per participant Low balance/head

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Official DOL plan name: Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Elevate Pfs Holdings Inc · Texas · Professional & Technical Services

$56M in assets, 2,434 participants

Elevate Pfs Holdings Inc's Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust reported $56M in total assets and 2,434 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.

#17,411 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust covers 2,434 participants in Texas, 3.5x the typical Texas plan (state average ~688 per filing). Assets: $56M.

#17,411
in Professional & Technical Services (20,173 peers): +31.1%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$56,305,490 Top 15% higher than 85% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust'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. Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust lands in the large band (2,434 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $43M in the plan year 2023 filing to $56M in the plan year 2024 filing.
Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 2,177 in the plan year 2023 filing to 2,434 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 843461991 · Elevate Pfs Holdings Inc PY 2024 · 401(k)

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust · $56M · 2,434 · 85th

EBSA $56M
PART 2,434
TYPE 85th
NET 401(k)
BOOK near Cpl Employees Savings Plan
VS-ST ind #17411

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 Professional & Technical Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$43M
Net Assets (End of Year)	$56M
Net Income	$11M
Employer EIN	843461991
Plan Effective Date	2006-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Elevate Pfs Holdings Inc)

Latest sponsor-wide plan assets: $56M 65.66475741203213% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2,066	$34M
2023	1	2,177	$43M
2024	1	2,434	$56M

Nearby 401(k) Plans in Texas

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

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cpl Employees Savings Plan in NY ($56M); by covered participants it is Hyland Software 401(k) Plan in OH (2,434 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Cpl Employees Savings Plan (NY) $56M · 459
Man Capital Corporation & Affiliated Companies 401(k) Deferred Income Savings Plan (FL) $56M · 161
Liberty Global 401(k) Savings & Stock Ownership Plan (CO) $56M · 111
The First Bancshares, Inc. Profit Sharing 401(k) Plan (MS) $56M · 1,027

Similar participant headcount

Nearest other-state filings by covered participants (2,434 participants); asset peers above are excluded.

Hyland Software 401(k) Plan (OH) 2,434 · 0 off
Aspire Bakeries LLC Retirement Plan (CA) 2,433 · 1 off
Bendix Commercial Vehicle Systems LLC Savings Plan (OH) 2,435 · 1 off
Palantir Technologies 401(k) Plan (CO) 2,436 · 2 off

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 Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust surged - up 31.1% during 2024, from $43M to $56M. Reported net income was $11M.

How have Elevate Pfs Holdings Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Elevate Pfs Holdings Inc's sponsor-wide assets grew 65.7%, from $34M to $56M.

Where does Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust 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 Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Cpl Employees Savings Plan in NY ($56M, 459 participants).

Which 401(k) plans cover a similar participant headcount to Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Hyland Software 401(k) Plan in OH (2,434 participants, $512M 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 843461991.