401(k) · DOL Form 5500 · 2022

Everest Eb-5 Capital LLC 401(k) Plan

Data updated 2026-08-25

$466K
Total assets Small plan by assets
215
Participants Below avg headcount
18th
Percentile by assets National rank
$2,166
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Everest Eb-5 Capital 401(k) · Sponsored by Everest Eb-5 Capital LLC · Pennsylvania · Management of Enterprises

$466K in assets, 215 participants

Everest Eb-5 Capital LLC's Everest Eb-5 Capital 401(k) reported $466K in total assets and 215 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #117 in Management of Enterprises (1,193 peers)

Coverage in Pennsylvania

Everest Eb-5 Capital 401(k) covers 215 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $466K.

#117
in Management of Enterprises (1,193 peers)
+36.7%
assets growth YoY

Everest Eb-5 Capital 401(k) among the smaller filed plans by assets

Everest Eb-5 Capital 401(k) vs every filed plan by assets

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

$465,795 18th percentile higher than 18% 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

Everest Eb-5 Capital 401(k) 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. Everest Eb-5 Capital 401(k) sits mid-pack in the medium band (215 participants).

EBSA filing schedule strip

Filing strip 465003588 · Everest Eb-5 Capital LLC PY 2022 · 401(k)

Everest Eb-5 Capital 401(k) · $466K · 215 · 18th

  • PCT $466K
  • PCT 215
  • PCT 18th
  • PCT 401(k)
  • PCT near Olympian Labs 401(k) Plan
  • PCT ind #117

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

Everest Eb-5 Capital 401(k) in the asset neighbourhood

Everest Eb-5 Capital 401(k)$466KOlympian Labs 401(k) Plan$466KTwin Star and New Look Contracting 401(k) PlanTwin Star and New Look Contr…$466KCambridge Eating Disorder Center 401(k) and Profit Sharing PlanCambridge Eating Disorder Ce…$466KChappano Wood Pll 401(k) Profit Sharing PlanChappano Wood Pll 401(k) Pro…$466K
End-of-year total assets ($M) among Everest Eb-5 Capital 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$341K
Net Assets (End of Year)$453K
Net Income$112K
Employer EIN465003588
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Everest Eb-5 Capital 401(k) vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Everest Eb-5 Capital 401(k), Total assets ($B): 0.000465795 · Participants: 215Everest Eb-5 Capital 401(k)Comcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Everest Eb-5 Capital 401(k) vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Everest Eb-5 Capital 401(k) side-by-side with 3 peers →

Everest Eb-5 Capital 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Olympian Labs 401(k) Plan in AZ ($466K); by covered participants it is Gault Energy Retirement Plan in CT (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Everest Eb-5 Capital 401(k) assets move in 2022? ▼
Everest Eb-5 Capital 401(k) surged - up 36.7% during 2022, from $341K to $466K. Reported net income was $112K.
Where does Everest Eb-5 Capital 401(k) rank by assets among Form 5500 filers? ▼
Everest Eb-5 Capital 401(k) ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Everest Eb-5 Capital 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Olympian Labs 401(k) Plan in AZ ($466K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Everest Eb-5 Capital 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Gault Energy Retirement Plan in CT (215 participants, $12M 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 465003588.

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.