401(k) · DOL Form 5500 · 2024

Revelstoke Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
52
Participants Small participant base
55th
Percentile by assets National rank
$186,735
Avg per participant Above avg balance/head
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Official DOL plan name: Revelstoke Capital Management, LLC 401(k) Plan · Sponsored by Revelstoke Capital Management, LLC · Colorado · Finance & Insurance

$10M in assets, 52 participants

Revelstoke Capital Management, LLC's Revelstoke Capital Management, LLC 401(k) Plan reported $10M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,333 in Finance & Insurance (8,549 peers)

Revelstoke Capital Management, LLC multi-year trail

Revelstoke Capital Management, LLC's plans moved +102.1% in assets from 2022 to 2024; this filing shows Revelstoke Capital Management, LLC 401(k) Plan at $10M / 52 participants.

#3,333
in Finance & Insurance (8,549 peers)
+37.8%
assets growth YoY

Revelstoke Capital Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Revelstoke Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$9,710,201 Top 45% higher than 55% 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

Revelstoke Capital Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Revelstoke Capital Management, LLC 401(k) Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Revelstoke Capital Management, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Revelstoke Capital Management, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Revelstoke Capital Management, LLC 401(k) Plan reported participants rose from 44 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 463237217 · Revelstoke Capital Management, LLC PY 2024 · 401(k)

Revelstoke Capital Management, LLC 401(k) Plan · $10M · 52 · 55th

  • BOY $10M
  • BOY 52
  • BOY 55th
  • BOY 401(k)
  • BOY near Harbor Electronics, Inc. 401(k) Plan
  • BOY ind #3333

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 Finance & Insurance retirement plans → · Plans in Colorado →

Revelstoke Capital Management, LLC 401(k) Plan in the asset neighbourhood

Revelstoke Capital Management, LLC 401(k) PlanRevelstoke Capital Managemen…$10MHarbor Electronics, Inc. 401(k) PlanHarbor Electronics, Inc. 401…$10MS.O.P., Inc. 401(k) Plan & TrustS.O.P., Inc. 401(k) Plan & T…$10MAoi Corporation 401(k) Plan$10MFrancis L. Dean & Associates, LLC Profit Sharing Plan and TrustFrancis L. Dean & Associates…$10M
End-of-year total assets ($M) among Revelstoke Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Revelstoke Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Revelstoke Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 102.07937663444702% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.81M $9.71M ▲ +101.9%
Year Plans Participants Total Assets
2022 1 32 $5M
2023 1 44 $7M
2024 1 52 $10M

Revelstoke Capital Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN463237217
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Revelstoke Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Revelstoke Capital Management, LLC 401(k) Plan, Total assets ($B): 0.009710201 · Participants: 52Revelstoke Capital Management, LLC 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Revelstoke Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Revelstoke Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Harbor Electronics, Inc. 401(k) Plan in CA ($10M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Revelstoke Capital Management, LLC 401(k) Plan assets move in 2024?
Revelstoke Capital Management, LLC 401(k) Plan surged - up 37.8% during 2024, from $7M to $10M. Reported net income was $3M.
How have Revelstoke Capital Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Revelstoke Capital Management, LLC's sponsor-wide assets grew 102.1%, from $5M to $10M.
Which 401(k) plans are similar in size to Revelstoke Capital Management, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Harbor Electronics, Inc. 401(k) Plan in CA ($10M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Revelstoke Capital Management, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants, $9M in assets).