401(k) · DOL Form 5500 · 2022

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
2,966
Participants Above avg headcount
89th
Percentile by assets National rank
$18,759
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Everett Financial, Inc. Dba Supreme Lending 401(k) Plan · Sponsored by Everett Financial, Inc. Dba Supreme Lending · Texas · Finance & Insurance

$56M in assets, 2,966 participants

Everett Financial, Inc. Dba Supreme Lending's Everett Financial, Inc. Dba Supreme Lending 401(k) Plan reported $56M in total assets and 2,966 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,596 in Finance & Insurance (9,261 peers)

Coverage in Texas

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan covers 2,966 participants in Texas, 4.3x the typical Texas plan (state average ~688 per filing). Assets: $56M.

#7,596
in Finance & Insurance (9,261 peers)
-14.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan's outsized position by total assets

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan vs every filed plan by assets

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

$55,639,130 Top 11% higher than 89% 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

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Everett Financial, Inc. Dba Supreme Lending 401(k) Plan lands in the large band (2,966 participants).

Published 5500 schedule card

Filing strip 752695327 · Everett Financial, Inc. Dba Supreme Lending PY 2022 · 401(k)

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan · $56M · 2,966 · 89th

  • NET $56M
  • BOOK 2,966
  • VS-ST 89th
  • BOY 401(k)
  • SCH near Plaza Construction, LLC Employee Savings' Plan
  • EBSA ind #7596

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 Texas →

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan in the asset neighbourhood

Richards Manufacturing 401(k) PlanRichards Manufacturing 401(k…$56MZiffren Brittenham LLP 401(k) Profit Sharing PlanZiffren Brittenham LLP 401(k…$56MEverett Financial, Inc. Dba Supreme Lending 401(k) PlanEverett Financial, Inc. Dba …$56MPlaza Construction, LLC Employee Savings' PlanPlaza Construction, LLC Empl…$56MTec Equipment, Inc. 401(k) PlanTec Equipment, Inc. 401(k) P…$56M
End-of-year total assets ($M) among Everett Financial, Inc. Dba Supreme Lending 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$56M
Net Income-$10M
Employer EIN752695327
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everett Financial, Inc. Dba Supreme Lending)

Sponsor-wide plan assets over time

All Everett Financial, Inc. Dba Supreme Lending plans reported in each filing year

Latest sponsor-wide plan assets
$62M 10.697273663337295% vs 2022
2024 filing year
$54M$56M$58M$60M$62M$64M 202220232024 $55.6M $61.6M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 2,966 $56M
2023 1 1,805 $57M
2024 1 1,244 $62M

Nearby 401(k) Plans in Texas

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

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Everett Financial, Inc. Dba Supreme Lending 401(k) Plan, Total assets ($B): 0.05563913 · Participants: 2966Everett Financial, Inc. Dba Supreme Lending 401(k) PlanAT&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
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Everett Financial, Inc. Dba Supreme Lending 401(k) Plan side-by-side with 3 peers →

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Plaza Construction, LLC Employee Savings' Plan in NY ($56M); by covered participants it is The F.W. Webb Company Savings & Profit Sharing Plan in MA (2,966 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,966 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 Everett Financial, Inc. Dba Supreme Lending 401(k) Plan assets move in 2022? ▼
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan pulled back noticeably - down 14.7% during 2022, from $65M to $56M. Reported net income was -$10M.
How have Everett Financial, Inc. Dba Supreme Lending plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everett Financial, Inc. Dba Supreme Lending's sponsor-wide assets grew 10.7%, from $56M to $62M.
Where does Everett Financial, Inc. Dba Supreme Lending 401(k) Plan rank by assets among Form 5500 filers? ▼
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan ranks in the 89th 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 Everett Financial, Inc. Dba Supreme Lending 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plaza Construction, LLC Employee Savings' Plan in NY ($56M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Everett Financial, Inc. Dba Supreme Lending 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The F.W. Webb Company Savings & Profit Sharing Plan in MA (2,966 participants, $354M 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 752695327.

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.