401(k) · DOL Form 5500 · 2024

Elevate Energy 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
245
Participants Below avg headcount
64th
Percentile by assets National rank
$58,676
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Elevate Energy 401(k) Plan · Sponsored by Elevate Energy · Illinois · Professional & Technical Services

$14M in assets, 245 participants

Elevate Energy's Elevate Energy 401(k) Plan reported $14M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,624 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Elevate Energy 401(k) Plan covers 245 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#12,624
in Professional & Technical Services (20,173 peers)
+26.6%
assets growth YoY

Elevate Energy 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Elevate Energy 401(k) Plan vs every filed plan by assets

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

$14,375,510 Top 36% higher than 64% 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

Elevate Energy 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 Energy 401(k) Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elevate Energy 401(k) Plan reported participants rose from 188 in the plan year 2023 filing to 245 in the plan year 2024 filing.
  • Elevate Energy 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Elevate Energy 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 364443093 · Elevate Energy PY 2024 · 401(k)

Elevate Energy 401(k) Plan · $14M · 245 · 64th

  • NET $14M
  • BOOK 245
  • VS-ST 64th
  • BOY 401(k)
  • SCH near Minerva Networks, Inc. 401(k) Plan
  • EBSA ind #12624

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 Illinois →

Elevate Energy 401(k) Plan in the asset neighbourhood

Elevate Energy 401(k) Plan$14MMinerva Networks, Inc. 401(k) PlanMinerva Networks, Inc. 401(k…$14MAll-Pro Fasteners, Inc. 401(k) Profit Sharing PlanAll-Pro Fasteners, Inc. 401(…$14MEl Proyecto Del Barrio 403(b) PlanEl Proyecto Del Barrio 403(b…$14MSmitty's Supply, Inc. 401(k) PlanSmitty's Supply, Inc. 401(k)…$14M
End-of-year total assets ($M) among Elevate Energy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN364443093
Plan Effective Date2016-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Elevate Energy)

Sponsor-wide plan assets over time

All Elevate Energy plans reported in each filing year

Latest sponsor-wide plan assets
$14M 81.13194947133397% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $7.94M $14.4M ▲ +81.1%
Year Plans Participants Total Assets
2022 1 158 $8M
2023 1 188 $11M
2024 1 245 $14M

Nearby 401(k) Plans in Illinois

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

Elevate Energy 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Elevate Energy 401(k) Plan, Total assets ($B): 0.01437551 · Participants: 245Elevate Energy 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Elevate Energy 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Outside Illinois, the nearest 401(k) by assets is Minerva Networks, Inc. 401(k) Plan in CA ($14M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Elevate Energy 401(k) Plan assets move in 2024?
Elevate Energy 401(k) Plan grew sharply - up 26.6% during 2024, from $11M to $14M. Reported net income was $3M.
How have Elevate Energy plan assets changed over time?
Across 3 plan years on file (2022-2024), Elevate Energy's sponsor-wide assets grew 81.1%, from $8M to $14M.
Which 401(k) plans are similar in size to Elevate Energy 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Minerva Networks, Inc. 401(k) Plan in CA ($14M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Elevate Energy 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants, $6M in assets).