Other · DOL Form 5500 · 2022

EVERYAGE Retirement Plan

Data updated 2026-08-11

$17M
Total assets
900
Participants
75th
Percentile by assets
$18,690
Avg per participant
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Official DOL plan name: Everyage 403(b) Retirement Plan · Sponsored by EVERYAGE · North Carolina · Healthcare & Social Assistance

$17M in assets, 900 participants

EVERYAGE's Everyage 403(b) Retirement Plan reported $17M in total assets and 900 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 139,126 plans)
  • #15,795 in Healthcare & Social Assistance (20,060 peers)

Where Everyage 403(b) Retirement Plan sits by assets

Everyage 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $17M for 900 participants (~$18,690/participant), down 12.6% in 2022.

$17M
total plan assets (2022 EOY)
900
covered participants
75th
percentile by assets (of 139,126 plans)
$18,690
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Everyage 403(b) Retirement Plan sits by total assets

Everyage 403(b) Retirement Plan vs every filed plan by assets

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

$16,821,448 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
North Carolina
Industry
Healthcare & Social Assistance

Everyage 403(b) Retirement Plan vs the 2022 asset distribution

By assets, Everyage 403(b) Retirement Plan outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN566056582
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EVERYAGE)

$16M$18M$20M$22M$24M 202220232024 $16.8M $23M ▲ +37.0%
Total plan assets by year, all EVERYAGE plans on file
Year Plans Participants Total Assets
2022 1 900 $17M
2023 1 924 $19M
2024 1 968 $23M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Everyage 403(b) Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Everyage 403(b) Reti…, Total assets ($B): 0.016821448 · Participants: 900Everyage 403(b) Reti…The Duke University …, Total assets ($B): 7.562740816 · Participants: 43924The Duke University …Wake Forest Baptist …, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist …The Moses H. Cone Me…, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Me…Wake Forest Universi…, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest Universi…Caromont Health, Inc…, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc…
Everyage 403(b) Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Everyage 403(b) Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Everyage 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Everyage 403(b) Retirement Plan assets move in 2022? ▼
Everyage 403(b) Retirement Plan pulled back noticeably - down 12.6% during 2022, from $19M to $17M. Reported net income was -$2M.
How have EVERYAGE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), EVERYAGE's sponsor-wide assets grew 37.0%, from $17M to $23M.
Where does Everyage 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Everyage 403(b) Retirement Plan ranks in the 75th 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 Other plans are similar in size to Everyage 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan in PA ($17M, 215 participants).

Next read for Everyage 403(b) Retirement Plan

Scale reading

Ways to act on Everyage 403(b) Retirement Plan's numbers.

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 566056582.

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.