401(k) · DOL Form 5500 · 2022
EVERSANA 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 2,006
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $61,046
- Avg per participant Low balance/head
Official DOL plan name: Eversana 401(k) Plan · Sponsored by EVERSANA · Wisconsin · Manufacturing
$122M in assets, 2,006 participants
EVERSANA's Eversana 401(k) Plan reported $122M in total assets and 2,006 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #18,616 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Eversana 401(k) Plan covers 2,006 participants in Wisconsin, 3.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $122M.
- #18,616
- in Manufacturing (20,602 peers)
- -9.1%
- assets change YoY
- 1.2×
- 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.
Eversana 401(k) Plan's outsized position by total assets
Eversana 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$122,458,411 Top 6% higher than 94% 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
Eversana 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eversana 401(k) Plan lands in the large band (2,006 participants).
DOL schedule card
Filing strip 391821626 · EVERSANA PY 2022 · 401(k)
Eversana 401(k) Plan · $122M · 2,006 · 94th
- RANK $122M
- RANK 2,006
- RANK 94th
- RANK 401(k)
- RANK near Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies
- RANK ind #18616
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 Manufacturing retirement plans → · Plans in Wisconsin →
Eversana 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | -$12M |
| Employer EIN | 391821626 |
| Plan Effective Date | 2018-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (EVERSANA)
Sponsor-wide plan assets over time
All EVERSANA plans reported in each filing year
- Latest sponsor-wide plan assets
- $348M 184.27223018596902% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,006 | $122M |
| 2023 | 1 | 2,108 | $290M |
| 2024 | 1 | 3,405 | $348M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Eversana 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies in PA ($122M); by covered participants it is The Boston College 401(k) Retirement Plan II in MA (2,006 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies (PA) $122M · 1,076
- Northshore Mining Company and Silver Bay Power Company Retirement Savings Plan (OH) $122M · 612
- Anesthesiology Services Network, Ltd. 401(k) Profit Sharing (OH) $122M · 145
- Msc (USA) Holdings Retirement Plan (NY) $122M · 1,457
Similar participant headcount
Nearest other-state filings by covered participants (2,006 participants); asset peers above are excluded.
- The Boston College 401(k) Retirement Plan II (MA) 2,006 · 0 off
- Encorevet Group 401(k) Plan (NY) 2,006 · 0 off
- Aws 401(k) Profit Sharing Plan (IN) 2,006 · 0 off
- Baylor Affiliated Services Retirement Savings Plan (TX) 2,005 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.