401(k) · DOL Form 5500 · 2022

Everquote, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
659
Participants Below avg headcount
78th
Percentile by assets National rank
$31,846
Avg per participant Low balance/head
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Official DOL plan name: Everquote 401(k) Plan · Sponsored by Everquote, Inc. · Massachusetts · Finance & Insurance

$21M in assets, 659 participants

Everquote, Inc.'s Everquote 401(k) Plan reported $21M in total assets and 659 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,005 in Finance & Insurance (9,261 peers)

Where Everquote 401(k) Plan sits by assets

Everquote 401(k) Plan sits in the top quartile of all filed plans by assets, $21M for 659 participants (~$31,846/participant), down 8.4% in 2022.

#6,005
in Finance & Insurance (9,261 peers)
-8.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

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

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

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

$20,986,189 Top 22% higher than 78% 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

Everquote 401(k) 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. Everquote 401(k) Plan sits mid-pack in the medium band (659 participants).

Form 5500 schedule snapshot

Filing strip 263101161 · Everquote, Inc. PY 2022 · 401(k)

Everquote 401(k) Plan · $21M · 659 · 78th

  • EIN $21M
  • RANK 659
  • PHOTO 78th
  • IND 401(k)
  • EOY near Moore, Ingram, Johnson & Steele, LLP 401(k) Profit Sharing Plan
  • 5500 ind #6005

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 Massachusetts →

Everquote 401(k) Plan in the asset neighbourhood

Everquote 401(k) Plan$21MMoore, Ingram, Johnson & Steele, LLP 401(k) Profit Sharing PlanMoore, Ingram, Johnson & Ste…$21MAlliance Inspection Management, LLC 401(k) PlanAlliance Inspection Manageme…$21MCiti 401(k) Plan$21MEckhart & Assoc., Inc. 401(k) PlanEckhart & Assoc., Inc. 401(k…$21M
End-of-year total assets ($M) among Everquote 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$21M
Net Income-$2M
Employer EIN263101161
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everquote, Inc.)

Sponsor-wide plan assets over time

All Everquote, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 50.60816902011127% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $21M $31.6M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 659 $21M
2023 1 548 $26M
2024 1 297 $32M

Nearby 401(k) Plans in Massachusetts

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

Everquote 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Everquote 401(k) Plan, Total assets ($B): 0.020986189 · Participants: 659Everquote 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Everquote 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Everquote 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Moore, Ingram, Johnson & Steele, LLP 401(k) Profit Sharing Plan in GA ($21M); by covered participants it is Hom Furniture, Inc. Profit Sharing/ 401(k) Plan in MN (659 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (659 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 Everquote 401(k) Plan assets move in 2022? ▼
Everquote 401(k) Plan pulled back noticeably - down 8.4% during 2022, from $23M to $21M. Reported net income was -$2M.
How have Everquote, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everquote, Inc.'s sponsor-wide assets grew 50.6%, from $21M to $32M.
Where does Everquote 401(k) Plan rank by assets among Form 5500 filers? ▼
Everquote 401(k) Plan ranks in the 78th 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 Everquote 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moore, Ingram, Johnson & Steele, LLP 401(k) Profit Sharing Plan in GA ($21M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Everquote 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hom Furniture, Inc. Profit Sharing/ 401(k) Plan in MN (659 participants, $57M 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 263101161.

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.