401(k) · DOL Form 5500 · 2022

Evolve Partners LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
25
Participants Small participant base
54th
Percentile by assets National rank
$237,336
Avg per participant Above avg balance/head
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Official DOL plan name: Evolve Partners LLC Retirement Trust · Sponsored by Evolve Partners LLC · Texas · Professional & Technical Services

$6M in assets, 25 participants

Evolve Partners LLC's Evolve Partners LLC Retirement Trust reported $6M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #11,231 in Professional & Technical Services (21,562 peers)

Evolve Partners LLC multi-year trail

Evolve Partners LLC's plans moved +72.3% in assets from 2022 to 2024; this filing shows Evolve Partners LLC Retirement Trust at $6M / 25 participants.

#11,231
in Professional & Technical Services (21,562 peers)
-6.6%
assets change YoY

The plan reported a net loss of $418K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evolve Partners LLC Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Evolve Partners LLC Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,933,410 Top 46% higher than 54% of 139,123 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 2022

Evolve Partners LLC Retirement Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evolve Partners LLC Retirement Trust is a small filing (25 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 272451726 · Evolve Partners LLC PY 2022 · 401(k)

Evolve Partners LLC Retirement Trust · $6M · 25 · 54th

  • EIN $6M
  • EIN 25
  • EIN 54th
  • EIN 401(k)
  • EIN near Screen Engine/Asi LLC. 401(k) Profit Sharing Plan and Trust
  • EIN ind #11231

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 Texas →

Evolve Partners LLC Retirement Trust in the asset neighbourhood

Evolve Partners LLC Retirement TrustEvolve Partners LLC Retireme…$6MScreen Engine/Asi LLC. 401(k) Profit Sharing Plan and TrustScreen Engine/Asi LLC. 401(k…$6MErnest Maier, Inc. 401(k) PlanErnest Maier, Inc. 401(k) Pl…$6MAsphalt Patch Systems, Inc. 401 (K) PlanAsphalt Patch Systems, Inc. …$6MOrlando Lutheran Towers, Inc. 401(k) PlanOrlando Lutheran Towers, Inc…$6M
End-of-year total assets ($M) among Evolve Partners LLC Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Evolve Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All Evolve Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 72.33857090610627% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.93M $10.2M ▲ +72.5%
Year Plans Participants Total Assets
2022 1 25 $6M
2023 1 44 $8M
2024 1 54 $10M

Evolve Partners LLC filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$418K
Employer EIN272451726
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Evolve Partners LLC Retirement Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Evolve Partners LLC Retirement Trust, Total assets ($B): 0.00593341 · Participants: 25Evolve Partners LLC Retirement TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Evolve Partners LLC Retirement Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Evolve Partners LLC Retirement Trust side-by-side with 3 peers →

Evolve Partners LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Screen Engine/Asi LLC. 401(k) Profit Sharing Plan and Trust in CA ($6M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Evolve Partners LLC Retirement Trust assets move in 2022? ▼
Evolve Partners LLC Retirement Trust pulled back noticeably - down 6.6% during 2022, from $6M to $6M. Reported net income was -$418K.
How have Evolve Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evolve Partners LLC's sponsor-wide assets grew 72.3%, from $6M to $10M.
Which 401(k) plans are similar in size to Evolve Partners LLC Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Screen Engine/Asi LLC. 401(k) Profit Sharing Plan and Trust in CA ($6M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Evolve Partners LLC Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272451726.

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.