Current Snapshot
Latest Year
2024
2024 Participants
266
2024 Assets
$42,101,479
2024 Contributions
$11,241,978
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 8 | 266 | $42,101,479 | $11,241,978 | $42,263iApproximate average salary by contribution assumption: employee only about $1,056,577 at 4% or $704,385 at 6%; with 50% employer match about $704,385 at 4% or $469,590 at 6%; with 100% employer match about $528,288 at 4% or $352,192 at 6%. |
| Pivotal Retirement Plan | - | 257 | $42,101,479 | $11,241,978 | $43,743iApproximate average salary by contribution assumption: employee only about $1,093,578 at 4% or $729,052 at 6%; with 50% employer match about $729,052 at 4% or $486,035 at 6%; with 100% employer match about $546,789 at 4% or $364,526 at 6%. |
| Pivotal Enterprises LLC Medical Plan | - | 251 | - | - | - |
| Pivotal Enterprises LLC Dental Plan | - | 266 | - | - | - |
| Pivotal Enterprises LLC Vision Plan | - | 258 | - | - | - |
| Pivotal Enterprises LLC Welfare Plan | - | 259 | - | - | - |
| Pivotal Enterprises LLC Flexible Benefit Plan | - | 218 | - | - | - |
| Pivotal Enterprises LLC Fertility Plan | - | 186 | - | - | - |
| Pivotal Enterprises LLC Eap Plan | - | 260 | - | - | - |
| 2023 | 15 | 220 | $27,409,449 | $8,615,066 | $39,159iApproximate average salary by contribution assumption: employee only about $978,985 at 4% or $652,657 at 6%; with 50% employer match about $652,657 at 4% or $435,104 at 6%; with 100% employer match about $489,492 at 4% or $326,328 at 6%. |
| Pivotal Retirement Plan | - | 209 | $27,409,449 | $8,615,066 | $41,220iApproximate average salary by contribution assumption: employee only about $1,030,510 at 4% or $687,007 at 6%; with 50% employer match about $687,007 at 4% or $458,005 at 6%; with 100% employer match about $515,255 at 4% or $343,503 at 6%. |
| Pivotal Enterprises LLC Medical Plan | - | 220 | - | - | - |
| Pivotal Enterprises LLC Dental Plan | - | 214 | - | - | - |
| Pivotal Enterprises LLC Vision Plan | - | 202 | - | - | - |
| Pivotal Enterprises LLC Welfare Plan | - | 214 | - | - | - |
| Pivotal Enterprises LLC Flexible Benefit Plan | - | 206 | - | - | - |
| Pivotal Enterprises LLC Fertility Plan | - | 158 | - | - | - |
| Pivotal Enterprises LLC Eap Plan | - | 213 | - | - | - |
| Pivotal Enterprises LLC Medical Plan | - | 220 | - | - | - |
| Pivotal Enterprises LLC Dental Plan | - | 214 | - | - | - |
| Pivotal Enterprises LLC Vision Plan | - | 202 | - | - | - |
| Pivotal Enterprises LLC Welfare Plan | - | 214 | - | - | - |
| Pivotal Enterprises LLC Flexible Benefit Plan | - | 206 | - | - | - |
| Pivotal Enterprises LLC Fertility Plan | - | 158 | - | - | - |
| Pivotal Enterprises LLC Eap Plan | - | 213 | - | - | - |