Other · DOL Form 5500 · 2022
Evergreen Homes Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $23,244
- Avg per participant Low balance/head
Official DOL plan name: Evergreen Homes 403b Plan · Sponsored by Evergreen Homes Inc. · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 157 participants
Evergreen Homes Inc.'s Evergreen Homes 403b Plan reported $4M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,779 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Evergreen Homes 403b Plan covers 157 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.
- #9,779
- in Healthcare & Social Assistance (20,060 peers)
- -8.4%
- assets change YoY
The plan reported a net loss of $334K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Evergreen Homes 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Evergreen Homes 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,649,265 44th percentile higher than 44% 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 Homes 403b 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 Homes 403b Plan sits mid-pack in the medium band (157 participants).
Published 5500 schedule card
Filing strip 251556760 · Evergreen Homes Inc. PY 2022 · Other
Evergreen Homes 403b Plan · $4M · 157 · 44th
- SCH $4M
- EBSA 157
- PART 44th
- TYPE Other
- NET near San Diego Society of Natural History Retirement Plan
- BOOK ind #9779
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Evergreen Homes 403b Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$334K |
| Employer EIN | 251556760 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evergreen Homes Inc.)
Sponsor-wide plan assets over time
All Evergreen Homes Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 34.118651290054295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $4M |
| 2023 | 1 | 149 | $4M |
| 2024 | 1 | 162 | $5M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Evergreen Homes 403b Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is San Diego Society of Natural History Retirement Plan in CA ($4M); by covered participants it is Marc Center 403(b)Retirement Plan in IL (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Marc Center 403(b)Retirement Plan (IL) 157 · 0 off
- Wilshire Health and Community Services 403(b) Retirement Plan (CA) 157 · 0 off
- Brescia University, Inc. Retirement Plan (KY) 157 · 0 off
- Manet Community Health Center, Inc Tax Sheltered (MA) 157 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.