401(k) · DOL Form 5500 · 2024
Pivotal Health Care, LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 827
- Participants Near avg headcount
- 57th
- Percentile by assets National rank
- $12,794
- Avg per participant Low balance/head
Official DOL plan name: Elevate 401(k) Plan · Sponsored by Pivotal Health Care, LLC · Kansas · Healthcare & Social Assistance
$11M in assets, 827 participants
Pivotal Health Care, LLC's Elevate 401(k) Plan reported $11M in total assets and 827 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.
- #10,552 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kansas
Elevate 401(k) Plan covers 827 participants in Kansas, 2.3x the typical Kansas plan (state average ~360 per filing). Assets: $11M.
- #10,552
- in Healthcare & Social Assistance (16,916 peers)
- +20.1%
- assets growth YoY
Elevate 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Elevate 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,580,883 Top 43% higher than 57% 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 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. Elevate 401(k) Plan sits mid-pack in the medium band (827 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Elevate 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Elevate 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Elevate 401(k) Plan reported participants rose from 733 in the plan year 2023 filing to 827 in the plan year 2024 filing.
DOL schedule card
Filing strip 271612029 · Pivotal Health Care, LLC PY 2024 · 401(k)
Elevate 401(k) Plan · $11M · 827 · 57th
- EIN $11M
- EIN 827
- EIN 57th
- EIN 401(k)
- EIN near Kinzler Construction Services, Inc. 401(k) Plan
- EIN ind #10552
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 Healthcare & Social Assistance retirement plans → · Plans in Kansas →
Elevate 401(k) Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 271612029 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pivotal Health Care, LLC)
Sponsor-wide plan assets over time
All Pivotal Health Care, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 144.12506004560004% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 771 | $4M |
| 2023 | 1 | 733 | $9M |
| 2024 | 1 | 827 | $11M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $4.3B · 11,423
- Performance Contracting Group, Inc. ESOP/401(k) Plan $3.6B · 1,315
- Black & Veatch Retirement Program $3.0B · 7,438
- Garmin International, Inc. Retirement Plan $2.2B · 7,082
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,736
Elevate 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Kinzler Construction Services, Inc. 401(k) Plan in IA ($11M); by covered participants it is Alliance Health, Inc. Retirement Plan in MA (827 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Kinzler Construction Services, Inc. 401(k) Plan (IA) $11M · 346
- Fleet Feet, Inc. 401(k) Plan (NC) $11M · 1,167
- J.B. Cole & Son, Inc. Profit Sharing Plan (MA) $11M · 45
- Jde 401(k) Retirement Plan (UT) $11M · 158
Similar participant headcount
Nearest other-state filings by covered participants (827 participants); asset peers above are excluded.
- Alliance Health, Inc. Retirement Plan (MA) 827 · 0 off
- Commodore Homes, LLC 401(k) Retirement Plan Trust (IN) 827 · 0 off
- Allen Institute 401(k) Plan (WA) 827 · 0 off
- The Ogeechee Group, Inc. 401 K Plan (GA) 827 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.