401(k) · DOL Form 5500 · 2022

Evo Merchant Services, LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
689
Participants Below avg headcount
87th
Percentile by assets National rank
$66,497
Avg per participant Below avg balance/head
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Official DOL plan name: Evo 401(k) Savings Plan · Sponsored by Evo Merchant Services, LLC · New York · Finance & Insurance

$46M in assets, 689 participants

Evo Merchant Services, LLC's Evo 401(k) Savings Plan reported $46M in total assets and 689 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,375 in Finance & Insurance (9,261 peers)

Where Evo 401(k) Savings Plan sits by assets

Evo 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $46M for 689 participants (~$66,497/participant), down 15.1% in 2022.

#7,375
in Finance & Insurance (9,261 peers)
-15.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evo 401(k) Savings Plan's outsized position by total assets

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

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

$45,816,648 Top 13% higher than 87% 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) 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. Evo 401(k) Savings Plan sits mid-pack in the medium band (689 participants).

Published 5500 schedule card

Filing strip 454145354 · Evo Merchant Services, LLC PY 2022 · 401(k)

Evo 401(k) Savings Plan · $46M · 689 · 87th

  • TYPE $46M
  • NET 689
  • BOOK 87th
  • VS-ST 401(k)
  • BOY near The Contractors Retirement Plan
  • SCH ind #7375

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 New York →

Evo 401(k) Savings Plan in the asset neighbourhood

Evo 401(k) Savings Plan$46MThe Contractors Retirement PlanThe Contractors Retirement P…$46MMan Capital Corporation & Affiliated Companies 401(k) Deferred Income Savings PlanMan Capital Corporation & Af…$46MExcel Group 401(k) Savings PlanExcel Group 401(k) Savings P…$46MEbix, Inc. Cash Option Profit Sharing TrustEbix, Inc. Cash Option Profi…$46M
End-of-year total assets ($M) among Evo 401(k) 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)$54M
Net Assets (End of Year)$46M
Net Income-$8M
Employer EIN454145354
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evo Merchant Services, LLC)

Sponsor-wide plan assets over time

All Evo Merchant Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$20M$40M$60M 20222023 $45.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 689 $46M
2023 1 678 N/A

Nearby 401(k) Plans in New York

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

Evo 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Evo 401(k) Savings Plan, Total assets ($B): 0.045816648 · Participants: 689Evo 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Evo 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Evo 401(k) Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is The Contractors Retirement Plan in TX ($46M); by covered participants it is Lax, LLC 401(k) Plan in MA (689 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (689 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) Savings Plan assets move in 2022? ▼
Evo 401(k) Savings Plan declined sharply - down 15.1% during 2022, from $54M to $46M. Reported net income was -$8M.
Where does Evo 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Evo 401(k) Savings Plan ranks in the 87th 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 Evo 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Contractors Retirement Plan in TX ($46M, 244 participants).
Which 401(k) plans cover a similar participant headcount to Evo 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lax, LLC 401(k) Plan in MA (689 participants, $2M 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 454145354.

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.