401(k) · DOL Form 5500 · 2022
EVERSANA 401(k) Plan
Data updated 2026-08-11
- $122M
- Total assets
- 2,006
- Participants
- 94th
- Percentile by assets
- $61,046
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $122M
- total plan assets (2022 EOY)
- 2,006
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $61,046
- avg assets per participant
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.
Where Eversana 401(k) Plan sits 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
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Eversana 401(k) Plan reports 2,006 participants - 3.6x that state average ($122M EOY assets).
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)
| 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.
Eversana 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Eversana 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Eversana 401(k) Plan assets move in 2022? ▼
How have EVERSANA plan assets changed over time? ▼
Where does Eversana 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Eversana 401(k) Plan? ▼
Next read for Eversana 401(k) Plan
Filing takeaways
Ways to act on Eversana 401(k) Plan's numbers.
- By total assets, Eversana 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- EVERSANA's sponsor-wide assets have grown 184.3% since 2022 across 3 plan years on file. More Manufacturing plans