401(k) · DOL Form 5500 · 2022

Evo Transportation and Energy Services 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1,890
Participants Near avg headcount
61st
Percentile by assets National rank
$4,277
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Evo 401(k) Plan · Sponsored by Evo Transportation and Energy Services · Arizona · Transportation & Warehousing

$8M in assets, 1,890 participants

Evo Transportation and Energy Services's Evo 401(k) Plan reported $8M in total assets and 1,890 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #2,447 in Transportation & Warehousing (3,876 peers)

Coverage in Arizona

Evo 401(k) Plan covers 1,890 participants in Arizona, 3.4x the typical Arizona plan (state average ~564 per filing). Assets: $8M.

#2,447
in Transportation & Warehousing (3,876 peers)
-21.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evo 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Evo 401(k) Plan vs every filed plan by assets

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

$8,083,176 Top 39% higher than 61% 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

Evo 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. Evo 401(k) Plan lands in the large band (1,890 participants).

Published 5500 schedule card

Filing strip 833508235 · Evo Transportation and Energy Services PY 2022 · 401(k)

Evo 401(k) Plan · $8M · 1,890 · 61st

  • EIN $8M
  • RANK 1,890
  • PHOTO 61st
  • IND 401(k)
  • EOY near Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan
  • 5500 ind #2447

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 Transportation & Warehousing retirement plans → · Plans in Arizona →

Evo 401(k) Plan in the asset neighbourhood

Evo 401(k) Plan$8MCottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement PlanCottonwood Capital Managemen…$8MLtc Accounting Services LLC 401(k) Plan & TrustLtc Accounting Services LLC …$8MMoffitt and Schank, Ltd. Profit Sharing PlanMoffitt and Schank, Ltd. Pro…$8MFrank Kent Cadillac, LLC Employees' 401(k) Savings PlanFrank Kent Cadillac, LLC Emp…$8M
End-of-year total assets ($M) among Evo 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN833508235
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evo Transportation and Energy Services)

Sponsor-wide plan assets over time

All Evo Transportation and Energy Services plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.8111628399530084% vs 2022
2024 filing year
$7.6M$7.8M$8M$8.2M 202220232024 $8.08M $7.78M ▼ -3.7%
Year Plans Participants Total Assets
2022 1 1,890 $8M
2023 1 2,827 $8M
2024 1 1,757 $8M

Nearby 401(k) Plans in Arizona

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

Evo 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Evo 401(k) Plan, Total assets ($B): 0.008083176 · Participants: 1890Evo 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Evo 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Evo 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan in UT ($8M); by covered participants it is Rosauers Supermarkets, Inc. Retirement Plan in WA (1,890 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,890 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 Evo 401(k) Plan assets move in 2022? ▼
Evo 401(k) Plan declined sharply - down 21.0% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Evo Transportation and Energy Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evo Transportation and Energy Services's sponsor-wide assets declined 3.8%, from $8M to $8M.
Which 401(k) plans are similar in size to Evo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan in UT ($8M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Evo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rosauers Supermarkets, Inc. Retirement Plan in WA (1,890 participants, $67M 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 833508235.

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.