401(k) · DOL Form 5500 · 2024

Pivotal Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
209
Participants Below avg headcount
82nd
Percentile by assets National rank
$201,442
Avg per participant Above avg balance/head
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Official DOL plan name: Pivotal Retirement Plan · Sponsored by Pivotal Enterprises, LLC · Washington · Professional & Technical Services

$42M in assets, 209 participants

Pivotal Enterprises, LLC's Pivotal Retirement Plan reported $42M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,661 in Professional & Technical Services (20,173 peers)

Coverage in Washington

Pivotal Retirement Plan covers 209 participants in Washington, about 14% of the average Washington filer (state average ~1,476 per filing). Assets: $42M.

#16,661
in Professional & Technical Services (20,173 peers)
+53.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pivotal Retirement Plan's outsized position by total assets

Pivotal Retirement Plan vs every filed plan by assets

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

$42,101,479 Top 18% higher than 82% 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pivotal Retirement Plan reported participants rose from 89 in the plan year 2023 filing to 209 in the plan year 2024 filing.
  • Pivotal Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Pivotal Retirement Plan reported net income rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 384198515 · Pivotal Enterprises, LLC PY 2024 · 401(k)

Pivotal Retirement Plan · $42M · 209 · 82nd

  • BOOK $42M
  • BOOK 209
  • BOOK 82nd
  • BOOK 401(k)
  • BOOK near Howard Energy Partners 401(k) Plan
  • BOOK ind #16661

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 Washington →

Pivotal Retirement Plan in the asset neighbourhood

Ftd, LLC 401(k) Plan$42MAm General Hourly Capital Accumulation PlanAm General Hourly Capital Ac…$42MPivotal Retirement Plan$42MHoward Energy Partners 401(k) PlanHoward Energy Partners 401(k…$42MBiotechnology Innovation Organization Retirement 401(k) PlanBiotechnology Innovation Org…$42M
End-of-year total assets ($M) among Pivotal Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$42M
Net Income$15M
Employer EIN384198515
Plan Effective Date2015-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pivotal Enterprises, LLC)

Sponsor-wide plan assets over time

All Pivotal Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 53.60206255879131% vs 2023
2024 filing year
$25M$30M$35M$40M$45M 20232024 $27.4M $42.1M ▲ +53.6%
Year Plans Participants Total Assets
2023 1 89 $27M
2024 1 209 $42M

Nearby 401(k) Plans in Washington

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

Pivotal Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Pivotal Retirement Plan, Total assets ($B): 0.042101479 · Participants: 209Pivotal Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Pivotal Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Pivotal Retirement Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Howard Energy Partners 401(k) Plan in TX ($42M); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

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 Retirement Plan assets move in 2024? ▼
Pivotal Retirement Plan surged - up 53.6% during 2024, from $27M to $42M. Reported net income was $15M.
How have Pivotal Enterprises, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Pivotal Enterprises, LLC's sponsor-wide assets grew 53.6%, from $27M to $42M.
Where does Pivotal Retirement Plan rank by assets among Form 5500 filers? ▼
Pivotal Retirement Plan ranks in the 82nd 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 Pivotal Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Howard Energy Partners 401(k) Plan in TX ($42M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Pivotal Retirement 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 384198515.

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.