401(k) · DOL Form 5500 · 2024

Pivot Bio 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
434
Participants Below avg headcount
77th
Percentile by assets National rank
$66,410
Avg per participant Below avg balance/head
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Official DOL plan name: Pivot Bio 401(k) P/S Plan · Sponsored by Pivot Bio · California · Professional & Technical Services

$29M in assets, 434 participants

Pivot Bio's Pivot Bio 401(k) P/S Plan reported $29M in total assets and 434 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,461 in Professional & Technical Services (20,173 peers)

Where Pivot Bio 401(k) P/S Plan sits by assets

Pivot Bio 401(k) P/S Plan sits in the top quartile of all filed plans by assets, $29M for 434 participants (~$66,410/participant), up 31.7% in 2024.

#15,461
in Professional & Technical Services (20,173 peers)
+31.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pivot Bio 401(k) P/S Plan's outsized position by total assets

Pivot Bio 401(k) P/S Plan vs every filed plan by assets

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

$28,822,057 Top 23% higher than 77% 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

Pivot Bio 401(k) P/S 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. Pivot Bio 401(k) P/S Plan sits mid-pack in the medium band (434 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pivot Bio 401(k) P/S Plan end-of-year assets rose from $22M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Pivot Bio 401(k) P/S Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Pivot Bio 401(k) P/S Plan reported participants fell from 449 in the plan year 2023 filing to 434 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 273803526 · Pivot Bio PY 2024 · 401(k)

Pivot Bio 401(k) P/S Plan · $29M · 434 · 77th

  • PART $29M
  • TYPE 434
  • NET 77th
  • BOOK 401(k)
  • VS-ST near Ashley Furniture Homestore 401(k) Plan
  • BOY ind #15461

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 California →

Pivot Bio 401(k) P/S Plan in the asset neighbourhood

Finzer Roller, Inc. Salary Savings PlanFinzer Roller, Inc. Salary S…$29MPivot Bio 401(k) P/S Plan$29MAshley Furniture Homestore 401(k) PlanAshley Furniture Homestore 4…$29MMorganton Eye Physicians 401(k) Profit Sharing PlaMorganton Eye Physicians 401…$29MEast West Manufacturing LLC 401(k) Profit Sharing Plan and TrustEast West Manufacturing LLC …$29M
End-of-year total assets ($M) among Pivot Bio 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$29M
Net Income$7M
Employer EIN273803526
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pivot Bio)

Sponsor-wide plan assets over time

All Pivot Bio plans reported in each filing year

Latest sponsor-wide plan assets
$29M 140.65846704984463% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $12M $28.8M ▲ +140.6%
Year Plans Participants Total Assets
2022 1 277 $12M
2023 1 449 $22M
2024 1 434 $29M

Nearby 401(k) Plans in California

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

Pivot Bio 401(k) P/S Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pivot Bio 401(k) P/S Plan, Total assets ($B): 0.028822057 · Participants: 434Pivot Bio 401(k) P/S PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Pivot Bio 401(k) P/S Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pivot Bio 401(k) P/S Plan side-by-side with 3 peers →

Pivot Bio 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ashley Furniture Homestore 401(k) Plan in TN ($29M); by covered participants it is Calendar Holdings LLC 401(k) & Profit Sharing Plan in TX (434 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (434 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 Pivot Bio 401(k) P/S Plan assets move in 2024? ▼
Pivot Bio 401(k) P/S Plan surged - up 31.7% during 2024, from $22M to $29M. Reported net income was $7M.
How have Pivot Bio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pivot Bio's sponsor-wide assets grew 140.7%, from $12M to $29M.
Where does Pivot Bio 401(k) P/S Plan rank by assets among Form 5500 filers? ▼
Pivot Bio 401(k) P/S Plan ranks in the 77th 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 Pivot Bio 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ashley Furniture Homestore 401(k) Plan in TN ($29M, 2,165 participants).
Which 401(k) plans cover a similar participant headcount to Pivot Bio 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Calendar Holdings LLC 401(k) & Profit Sharing Plan in TX (434 participants, $20M 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 273803526.

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.