Pivotree USA Inc.
Pivotree USA Inc., Chicago IL. Employer ID 261658811, plan number 001. Annual reports on file for 2012 to 2025.
Where the money went
Plans that moved money into this one:
- 2022: money from Xcel Hr 401(k) Plan moved in.
- 2022: money from Connor & Gallagher Onesource, Inc. Multiple Employer Retirement Plan moved in.
- Filed 2012-2025Pivotree USA Inc., Pivotree USA Inc.
- TodayPivotree USA Inc. still files. That is where to ask.
Left in 2021? Worth asking about employer money
- In plan year 2021, active participants fell from 50 to 33 (34%), and 5 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 17 | — | Filing |
| 2015 | 24 | — | Filing |
| 2016 | 28 | — | Filing |
| 2017 | 30 | — | Filing |
| 2018 | 32 | 2 | Filing |
| 2019 | 47 | 2 | Filing |
| 2020 | 57 | 7 | Filing |
| 2021 | 45 | 12 | Filing |
| 2022 | 96 | 25 | Filing |
| 2023 | 106 | 22 | Filing |
| 2024 | 125 | 48 | Filing |
| 2025 | 122 | 40 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.