401(k) · DOL Form 5500 · 2022

Evernote Corporation 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
230
Participants Below avg headcount
80th
Percentile by assets National rank
$105,194
Avg per participant Below avg balance/head
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Official DOL plan name: Evernote Corporation 401(k) Plan · Sponsored by Evernote Corporation · California · Information & Media

$24M in assets, 230 participants

Evernote Corporation's Evernote Corporation 401(k) Plan reported $24M in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,086 in Information & Media (2,911 peers)

Coverage in California

Evernote Corporation 401(k) Plan covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $24M.

#2,086
in Information & Media (2,911 peers)
-9.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evernote Corporation 401(k) Plan's outsized position by total assets

Evernote Corporation 401(k) Plan vs every filed plan by assets

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

$24,194,627 Top 20% higher than 80% 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

Evernote Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evernote Corporation 401(k) Plan sits mid-pack in the medium band (230 participants).

Published 5500 schedule card

Filing strip 201897663 · Evernote Corporation PY 2022 · 401(k)

Evernote Corporation 401(k) Plan · $24M · 230 · 80th

  • EBSA $24M
  • EBSA 230
  • EBSA 80th
  • EBSA 401(k)
  • EBSA near Hirshfield's, Inc. Section 401(k) Plan
  • EBSA ind #2086

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 Information & Media retirement plans → · Plans in California →

Evernote Corporation 401(k) Plan in the asset neighbourhood

Mcnamara/Salvia, Inc. 401(k) Plan and TrustMcnamara/Salvia, Inc. 401(k)…$24MRecorded Future 401(k) Plan$24MEvernote Corporation 401(k) PlanEvernote Corporation 401(k) …$24MHirshfield's, Inc. Section 401(k) PlanHirshfield's, Inc. Section 4…$24MPt Solutions Holdings, LLC 401(k) PlanPt Solutions Holdings, LLC 4…$24M
End-of-year total assets ($M) among Evernote Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$24M
Net Income-$3M
Employer EIN201897663
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evernote Corporation)

Sponsor-wide plan assets over time

All Evernote Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$24M 0.337293895872005% vs 2022
2024 filing year
$22.5M$23M$23.5M$24M$24.5M 202220232024 $24.2M $24.3M ▲ +0.4%
Year Plans Participants Total Assets
2022 1 230 $24M
2023 1 237 $23M
2024 1 16 $24M

Nearby 401(k) Plans in California

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

Evernote Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Evernote Corporation 401(k) Plan, Total assets ($B): 0.024194627 · Participants: 230Evernote Corporation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Evernote Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Evernote Corporation 401(k) Plan side-by-side with 3 peers →

Evernote Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hirshfield's, Inc. Section 401(k) Plan in MN ($24M); by covered participants it is Convercent 401(k) in CO (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Evernote Corporation 401(k) Plan assets move in 2022? ▼
Evernote Corporation 401(k) Plan pulled back noticeably - down 9.5% during 2022, from $27M to $24M. Reported net income was -$3M.
How have Evernote Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evernote Corporation's sponsor-wide assets grew 0.3%, from $24M to $24M.
Where does Evernote Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Evernote Corporation 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Evernote Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hirshfield's, Inc. Section 401(k) Plan in MN ($24M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Evernote Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convercent 401(k) in CO (230 participants, N/A 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 201897663.

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.