401(k) · DOL Form 5500 · 2022
Evergreen Credit Union 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $77,045
- Avg per participant Below avg balance/head
Official DOL plan name: Evergreen Credit Union Retirement Savings Plan · Sponsored by Evergreen Credit Union · Maine · Finance & Insurance
$8M in assets, 99 participants
Evergreen Credit Union's Evergreen Credit Union Retirement Savings Plan reported $8M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #3,949 in Finance & Insurance (9,261 peers)
Evergreen Credit Union multi-year trail
Evergreen Credit Union's plans moved +57.4% in assets from 2022 to 2024; this filing shows Evergreen Credit Union Retirement Savings Plan at $8M / 99 participants.
- #3,949
- in Finance & Insurance (9,261 peers)
- -7.1%
- assets change YoY
The plan reported a net loss of $587K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Evergreen Credit Union Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Evergreen Credit Union Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,627,501 Top 41% higher than 59% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Evergreen Credit Union Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evergreen Credit Union Retirement Savings Plan is a small filing (99 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 010216328 · Evergreen Credit Union PY 2022 · 401(k)
Evergreen Credit Union Retirement Savings Plan · $8M · 99 · 59th
- EOY $8M
- 5500 99
- ASSETS 59th
- PCT 401(k)
- EIN near Boom, LLC 401(k)/Profit Sharing
- RANK ind #3949
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 Maine →
Evergreen Credit Union Retirement Savings Plan in the asset neighbourhood
Evergreen Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All Evergreen Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 57.401762385871855% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $8M |
| 2023 | 1 | 102 | $10M |
| 2024 | 1 | 110 | $12M |
Evergreen Credit Union filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$587K |
| Employer EIN | 010216328 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $4.1B · 26,725
- Unum Group 401(k) Retirement Plan $1.8B · 9,051
- Idexx Retirement and Incentive Savings Plan $834M · 6,436
- Hannaford Bros. Co., LLC Retirement Savings Plan $832M · 28,776
- The Cianbro Team Equity Plan $624M · 2,575
Evergreen Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Boom, LLC 401(k)/Profit Sharing in CT ($8M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Boom, LLC 401(k)/Profit Sharing (CT) $8M · 10
- About Faces 401(k) Plan (MD) $8M · 260
- Commercial Ready Mix Products 401(k) Plan (NC) $8M · 222
- Marisco, Ltd. 401(k) Plan (HI) $8M · 165
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Osco 401(k) Plan (OH) 99 · 0 off
- Scopus It Inc 401(k) Profit Sharing Plan & Trust (CT) 99 · 0 off
- Jottan, Inc. Retirement Savings Plan (NJ) 99 · 0 off
- Milwaukee Public Museum, Inc. 401(k) Savings Plan (WI) 99 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.