401(k) · DOL Form 5500 · 2022

Everise Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
4,210
Participants Above avg headcount
68th
Percentile by assets National rank
$2,735
Avg per participant Low balance/head
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Official DOL plan name: Everise Retirement Plan · Sponsored by Everise Inc. · Florida · Professional & Technical Services

$12M in assets, 4,210 participants

Everise Inc.'s Everise Retirement Plan reported $12M in total assets and 4,210 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,407 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Everise Retirement Plan covers 4,210 participants in Florida, 6.7x the typical Florida plan (state average ~628 per filing). Assets: $12M.

#14,407
in Professional & Technical Services (21,562 peers)
-10.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Everise Retirement Plan's outsized position by total assets

Everise Retirement Plan vs every filed plan by assets

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

$11,515,968 Top 32% higher than 68% 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

Everise Retirement 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. Everise Retirement Plan lands in the large band (4,210 participants).

Plan-year Form 5500 strip

Filing strip 272209310 · Everise Inc. PY 2022 · 401(k)

Everise Retirement Plan · $12M · 4,210 · 68th

  • RANK $12M
  • PHOTO 4,210
  • IND 68th
  • EOY 401(k)
  • 5500 near Mediafly, Inc. 401(k) Savings Plan
  • ASSETS ind #14407

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 Florida →

Everise Retirement Plan in the asset neighbourhood

Everise Retirement Plan$12MMediafly, Inc. 401(k) Savings PlanMediafly, Inc. 401(k) Saving…$12MData.Ai, Inc 401(k) Plan$12MPs Operating Company 401(k) PlanPs Operating Company 401(k) …$12MEdwards Business Systems 401(k) Retirement PlanEdwards Business Systems 401…$12M
End-of-year total assets ($M) among Everise Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN272209310
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everise Inc.)

Sponsor-wide plan assets over time

All Everise Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 18.612677631615508% vs 2022
2024 filing year
$11M$12M$13M$14M 20222024 $11.5M $13.7M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 4,210 $12M
2024 1 4,331 $14M

Nearby 401(k) Plans in Florida

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

Everise Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Everise Retirement Plan, Total assets ($B): 0.011515968 · Participants: 4210Everise Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Everise Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Outside Florida, the nearest 401(k) by assets is Mediafly, Inc. 401(k) Savings Plan in IL ($12M); by covered participants it is Two Farms Inc. Employees' 401(k) Profit Sharing in MD (4,210 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,210 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 Everise Retirement Plan assets move in 2022?
Everise Retirement Plan pulled back noticeably - down 10.3% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Everise Inc. plan assets changed over time?
Across 2 plan years on file (2022-2024), Everise Inc.'s sponsor-wide assets grew 18.6%, from $12M to $14M.
Which 401(k) plans are similar in size to Everise Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Mediafly, Inc. 401(k) Savings Plan in IL ($12M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Everise Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Two Farms Inc. Employees' 401(k) Profit Sharing in MD (4,210 participants, $24M in assets).