401(k) · DOL Form 5500 · 2024

Envolve Client Services Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
639
Participants Below avg headcount
70th
Percentile by assets National rank
$30,964
Avg per participant Low balance/head
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Official DOL plan name: Envolve Employee Savings Plan · Sponsored by Envolve Client Services Group, LLC · Tennessee · Real Estate

$20M in assets, 639 participants

Envolve Client Services Group, LLC's Envolve Employee Savings Plan reported $20M in total assets and 639 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,890 in Real Estate (4,605 peers)

Envolve Client Services Group, LLC multi-year trail

Envolve Client Services Group, LLC's plans moved +45.7% in assets from 2022 to 2024; this filing shows Envolve Employee Savings Plan at $20M / 639 participants.

#3,890
in Real Estate (4,605 peers)
+18.9%
assets growth YoY

Envolve Employee Savings Plan's outsized position by total assets

Envolve Employee Savings Plan vs every filed plan by assets

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

$19,785,744 Top 30% higher than 70% 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

Envolve Employee Savings 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. Envolve Employee Savings Plan sits mid-pack in the medium band (639 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Envolve Employee Savings Plan reported participants fell from 838 in the plan year 2023 filing to 639 in the plan year 2024 filing.
  • Envolve Employee Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 760499458 · Envolve Client Services Group, LLC PY 2024 · 401(k)

Envolve Employee Savings Plan · $20M · 639 · 70th

  • EBSA $20M
  • PART 639
  • TYPE 70th
  • NET 401(k)
  • BOOK near Plank Enterprises, Inc. Profit Sharing Plan
  • VS-ST ind #3890

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 Real Estate retirement plans → · Plans in Tennessee →

Envolve Employee Savings Plan in the asset neighbourhood

Envolve Employee Savings Plan$20MPlank Enterprises, Inc. Profit Sharing PlanPlank Enterprises, Inc. Prof…$20MPerinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and TrustPerinatal Associates of New …$20MEms Management & Consultants, Inc. 401(k) Retirement PlanEms Management & Consultants…$20MPartners Capital Investment Group, LLP 401(k) PlanPartners Capital Investment …$20M
End-of-year total assets ($M) among Envolve Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Envolve Client Services Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Envolve Client Services Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 45.734170980523174% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.6M $19.8M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 629 $14M
2023 1 838 $17M
2024 1 639 $20M

Envolve Client Services Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN760499458
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Envolve Employee Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Envolve Employee Savings Plan, Total assets ($B): 0.019785744 · Participants: 639Envolve Employee Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Envolve Employee Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Envolve Employee Savings Plan side-by-side with 3 peers →

Envolve Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Plank Enterprises, Inc. Profit Sharing Plan in WI ($20M); by covered participants it is Sprague Retirement Plan in NH (639 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (639 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 Envolve Employee Savings Plan assets move in 2024? ▼
Envolve Employee Savings Plan grew sharply - up 18.9% during 2024, from $17M to $20M. Reported net income was $3M.
How have Envolve Client Services Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Envolve Client Services Group, LLC's sponsor-wide assets grew 45.7%, from $14M to $20M.
Which 401(k) plans are similar in size to Envolve Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plank Enterprises, Inc. Profit Sharing Plan in WI ($20M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Envolve Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sprague Retirement Plan in NH (639 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 760499458.

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.