401(k) · DOL Form 5500 · 2022

Evans Petree PC 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
75
Participants Small participant base
89th
Percentile by assets National rank
$717,902
Avg per participant High balance/head
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Official DOL plan name: Evans Petree PC 401(k) Plan and Trust · Sponsored by Evans Petree PC · Tennessee · Professional & Technical Services

$54M in assets, 75 participants

Evans Petree PC's Evans Petree PC 401(k) Plan and Trust reported $54M in total assets and 75 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.

  • #19,336 in Professional & Technical Services (21,562 peers)

Where Evans Petree PC 401(k) Plan and Trust sits by assets

Evans Petree PC 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $54M for 75 participants (~$717,902/participant), down 16.9% in 2022.

#19,336
in Professional & Technical Services (21,562 peers)
-16.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evans Petree PC 401(k) Plan and Trust's outsized position by total assets

Evans Petree PC 401(k) Plan and Trust vs every filed plan by assets

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

$53,842,636 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

Evans Petree PC 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evans Petree PC 401(k) Plan and Trust is a small filing (75 participants) on this national headcount ladder.

DOL schedule card

Filing strip 620998330 · Evans Petree PC PY 2022 · 401(k)

Evans Petree PC 401(k) Plan and Trust · $54M · 75 · 89th

  • BOOK $54M
  • BOOK 75
  • BOOK 89th
  • BOOK 401(k)
  • BOOK near United States Liability Insurance Company 401(k) Plan
  • BOOK ind #19336

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 Tennessee →

Evans Petree PC 401(k) Plan and Trust in the asset neighbourhood

Moseley Architects, P.C. 401(k) PlanMoseley Architects, P.C. 401…$54MLopez-Dorada 401(k) Plan$54MEvans Petree PC 401(k) Plan and TrustEvans Petree PC 401(k) Plan …$54MUnited States Liability Insurance Company 401(k) PlanUnited States Liability Insu…$54MSebela Pharmaceuticals Inc. 401(k) PlanSebela Pharmaceuticals Inc. …$54M
End-of-year total assets ($M) among Evans Petree PC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$54M
Net Income-$11M
Employer EIN620998330
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evans Petree PC)

Sponsor-wide plan assets over time

All Evans Petree PC plans reported in each filing year

Latest sponsor-wide plan assets
$78M 44.34481068126011% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $53.8M $77.7M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 75 $54M
2023 1 86 $68M
2024 1 82 $78M

Nearby 401(k) Plans in Tennessee

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

Evans Petree PC 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Evans Petree PC 401(k) Plan and Trust, Total assets ($B): 0.053842636 · Participants: 75Evans Petree PC 401(k) Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Evans Petree PC 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Evans Petree PC 401(k) Plan and Trust side-by-side with 3 peers →

Evans Petree PC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is United States Liability Insurance Company 401(k) Plan in PA ($54M); by covered participants it is The Miller Timber Services Inc Retirement Plan in OR (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Evans Petree PC 401(k) Plan and Trust assets move in 2022? ▼
Evans Petree PC 401(k) Plan and Trust declined sharply - down 16.9% during 2022, from $65M to $54M. Reported net income was -$11M.
How have Evans Petree PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evans Petree PC's sponsor-wide assets grew 44.3%, from $54M to $78M.
Where does Evans Petree PC 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Evans Petree PC 401(k) Plan and Trust 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 Evans Petree PC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is United States Liability Insurance Company 401(k) Plan in PA ($54M, 1,116 participants).
Which 401(k) plans cover a similar participant headcount to Evans Petree PC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Miller Timber Services Inc Retirement Plan in OR (75 participants, $5M 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 620998330.

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.