401(k) · DOL Form 5500 · 2022
Evergreene Management Group, LLC 401(k) Plan
Data updated 2026-08-25
- $131K
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $951
- Avg per participant Low balance/head
Official DOL plan name: Evergreene Management Group 401(k) Plan · Sponsored by Evergreene Management Group, LLC · Utah · Real Estate
$131K in assets, 138 participants
Evergreene Management Group, LLC's Evergreene Management Group 401(k) Plan reported $131K in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.
- #571 in Real Estate (5,057 peers)
Coverage in Utah
Evergreene Management Group 401(k) Plan covers 138 participants in Utah, about 23% of the average Utah filer (state average ~592 per filing). Assets: $131K.
- #571
- in Real Estate (5,057 peers)
- $106K
- reported net income
Evergreene Management Group 401(k) Plan among the smaller filed plans by assets
Evergreene Management Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$131,272 8th percentile higher than 8% 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
Evergreene Management Group 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. Evergreene Management Group 401(k) Plan sits mid-pack in the medium band (138 participants).
DOL schedule card
Filing strip 264000650 · Evergreene Management Group, LLC PY 2022 · 401(k)
Evergreene Management Group 401(k) Plan · $131K · 138 · 8th
- 5500 $131K
- 5500 138
- 5500 8th
- 5500 401(k)
- 5500 near Plan B Hot Subs, Inc. 401(k) Profit Sharing Plan
- 5500 ind #571
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 Real Estate retirement plans → · Plans in Utah →
Evergreene Management Group 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $106K |
| Net Income | $106K |
| Employer EIN | 264000650 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Evergreene Management Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Plan B Hot Subs, Inc. 401(k) Profit Sharing Plan in WA ($131K); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131K here).
- Plan B Hot Subs, Inc. 401(k) Profit Sharing Plan (WA) $131K · 1
- Eco Service LLC 401(k) Profit Sharing Plan & Trust (AZ) $131K · 118
- Mac's Pizza Pub 401(k) (OH) $131K · 34
- Palmco Holdings, Inc. 401(k) Plan (FL) $131K · 17
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Capital Pumping, LP 401(k) Profit Sharing Plan (TX) 138 · 0 off
- Cryptic Studios Inc 401(k) Profit Sharing Plan and Trust (CA) 138 · 0 off
- Ivc, Inc. Union 401(k) Plan (CA) 138 · 0 off
- Southcross Energy Partners Gp, LLC 401(k) Plan (TX) 138 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.