401(k) · DOL Form 5500 · 2022

Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
829
Participants Near avg headcount
89th
Percentile by assets National rank
$67,750
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Security Plus Retirement Savings Plan · Sponsored by Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans · Washington · Finance & Insurance

$56M in assets, 829 participants

Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans's Security Plus Retirement Savings Plan reported $56M in total assets and 829 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.

  • #7,606 in Finance & Insurance (9,261 peers)

Where Security Plus Retirement Savings Plan sits by assets

Security Plus Retirement Savings Plan sits in the top quartile of all filed plans by assets, $56M for 829 participants (~$67,750/participant), down 18.2% in 2022.

#7,606
in Finance & Insurance (9,261 peers)
-18.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Security Plus Retirement Savings Plan's outsized position by total assets

Security Plus Retirement Savings Plan vs every filed plan by assets

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

$56,164,812 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

Security Plus Retirement Savings 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. Security Plus Retirement Savings Plan sits mid-pack in the medium band (829 participants).

DOL schedule card

Filing strip 911374387 · Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans PY 2022 · 401(k)

Security Plus Retirement Savings Plan · $56M · 829 · 89th

  • BOOK $56M
  • VS-ST 829
  • BOY 89th
  • SCH 401(k)
  • EBSA near Georgia's Own Credit Union Employees Savings Plan & Trust
  • PART ind #7606

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 Finance & Insurance retirement plans → · Plans in Washington →

Security Plus Retirement Savings Plan in the asset neighbourhood

Tdk - Lambda Americas Inc. 401(k) PlanTdk - Lambda Americas Inc. 4…$56MAsgn Incorporated 401(k) Retirement Savings PlanAsgn Incorporated 401(k) Ret…$56MTension Envelope Corporation 401(k) PlanTension Envelope Corporation…$56MSecurity Plus Retirement Savings PlanSecurity Plus Retirement Sav…$56MGeorgia's Own Credit Union Employees Savings Plan & TrustGeorgia's Own Credit Union E…$56M
End-of-year total assets ($M) among Security Plus Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$56M
Net Income-$12M
Employer EIN911374387
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans)

Sponsor-wide plan assets over time

All Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans plans reported in each filing year

Latest sponsor-wide plan assets
$61M 8.373648611162448% vs 2022
2024 filing year
$54M$56M$58M$60M$62M 202220232024 $56.2M $60.9M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 829 $56M
2023 1 616 $59M
2024 1 441 $61M

Nearby 401(k) Plans in Washington

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

Security Plus Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Security Plus Retirement Savings Plan, Total assets ($B): 0.056164812 · Participants: 829Security Plus Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Security Plus Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Security Plus Retirement Savings Plan side-by-side with 3 peers →

Security Plus Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Georgia's Own Credit Union Employees Savings Plan & Trust in GA ($56M); by covered participants it is News-Press & Gazette Employees' 401(k) Plan in MO (829 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (829 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 Security Plus Retirement Savings Plan assets move in 2022? ▼
Security Plus Retirement Savings Plan declined sharply - down 18.2% during 2022, from $69M to $56M. Reported net income was -$12M.
How have Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans's sponsor-wide assets grew 8.4%, from $56M to $61M.
Where does Security Plus Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Security Plus Retirement Savings Plan 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 Security Plus Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Georgia's Own Credit Union Employees Savings Plan & Trust in GA ($56M, 542 participants).
Which 401(k) plans cover a similar participant headcount to Security Plus Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is News-Press & Gazette Employees' 401(k) Plan in MO (829 participants, $85M 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 911374387.

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.