401(k) · DOL Form 5500 · 2022
Evergreen Healthcare Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 245
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $34,921
- Avg per participant Low balance/head
Official DOL plan name: Evergreen Healthcare Partners, Inc. 401(k) Plan · Sponsored by Evergreen Healthcare Partners, Inc. · Wisconsin · Professional & Technical Services
$9M in assets, 245 participants
Evergreen Healthcare Partners, Inc.'s Evergreen Healthcare Partners, Inc. 401(k) Plan reported $9M in total assets and 245 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,959 in Professional & Technical Services (21,562 peers)
Coverage in Wisconsin
Evergreen Healthcare Partners, Inc. 401(k) Plan covers 245 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.
- #12,959
- in Professional & Technical Services (21,562 peers)
- +22.3%
- assets growth YoY
Evergreen Healthcare Partners, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Evergreen Healthcare Partners, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,555,566 Top 38% higher than 62% 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 Healthcare Partners, Inc. 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. Evergreen Healthcare Partners, Inc. 401(k) Plan sits mid-pack in the medium band (245 participants).
Form 5500 schedule snapshot
Filing strip 821415119 · Evergreen Healthcare Partners, Inc. PY 2022 · 401(k)
Evergreen Healthcare Partners, Inc. 401(k) Plan · $9M · 245 · 62nd
- EIN $9M
- EIN 245
- EIN 62nd
- EIN 401(k)
- EIN near Nelson & Nelson Profit Sharing Plan
- EIN ind #12959
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 Wisconsin →
Evergreen Healthcare Partners, Inc. 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 821415119 |
| Plan Effective Date | 2017-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evergreen Healthcare Partners, Inc.)
Sponsor-wide plan assets over time
All Evergreen Healthcare Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 137.19982991189593% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $9M |
| 2023 | 1 | 307 | $14M |
| 2024 | 1 | 356 | $20M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Evergreen Healthcare Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Nelson & Nelson Profit Sharing Plan in IL ($9M); by covered participants it is Moyer & Son, Inc. 401(k) Plan in PA (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (245 participants); asset peers above are excluded.
- Moyer & Son, Inc. 401(k) Plan (PA) 245 · 0 off
- D. L. George & Sons 401(k) Plan (PA) 245 · 0 off
- First Community Bank 401(k) Plan (SC) 245 · 0 off
- United World Mission 401(k) Retirement Plan Plan Plan (NC) 245 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.