401(k) · DOL Form 5500 · 2022

Evergreen Enterprises of Virginia, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
719
Participants Below avg headcount
84th
Percentile by assets National rank
$45,014
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Enterprises, LLC 401(k) Profit Sharing Plan · Sponsored by Evergreen Enterprises of Virginia, LLC · Virginia · Wholesale Trade

$32M in assets, 719 participants

Evergreen Enterprises of Virginia, LLC's Evergreen Enterprises, LLC 401(k) Profit Sharing Plan reported $32M in total assets and 719 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,721 in Wholesale Trade (6,843 peers)

Where Evergreen Enterprises, LLC 401(k) Profit Sharing Plan sits by assets

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for 719 participants (~$45,014/participant), up 5.9% in 2022.

#5,721
in Wholesale Trade (6,843 peers)
+5.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,365,093 Top 16% higher than 84% 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

Evergreen Enterprises, LLC 401(k) Profit Sharing 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. Evergreen Enterprises, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (719 participants).

Plan-year Form 5500 strip

Filing strip 274242429 · Evergreen Enterprises of Virginia, LLC PY 2022 · 401(k)

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan · $32M · 719 · 84th

  • EBSA $32M
  • PART 719
  • TYPE 84th
  • NET 401(k)
  • BOOK near Doherty Group, Inc. 401(k) and Retirement Savings Plan
  • VS-ST ind #5721

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 Wholesale Trade retirement plans → · Plans in Virginia →

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Evergreen Enterprises, LLC 401(k) Profit Sharing PlanEvergreen Enterprises, LLC 4…$32MCoast Central Credit Union Employee Retirement PlanCoast Central Credit Union E…$32MJohnson Lambert LLP 401(k) PlanJohnson Lambert LLP 401(k) P…$32MDoherty Group, Inc. 401(k) and Retirement Savings PlanDoherty Group, Inc. 401(k) a…$32MCascade Designs, Inc. 401(k) Savings & Investment PlanCascade Designs, Inc. 401(k)…$32M
End-of-year total assets ($M) among Evergreen Enterprises, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$32M
Net Income-$7M
Employer EIN274242429
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Enterprises of Virginia, LLC)

Sponsor-wide plan assets over time

All Evergreen Enterprises of Virginia, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 17.728634365425737% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $32.4M $38.1M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 719 $32M
2023 1 610 $38M
2024 1 485 $38M

Nearby 401(k) Plans in Virginia

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

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Evergreen Enterprises, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.032365093 · Participants: 719Evergreen Enterprises, LLC 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Evergreen Enterprises, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Doherty Group, Inc. 401(k) and Retirement Savings Plan in NJ ($32M); by covered participants it is Independent Healthcare Properties, LLC 401(k) Profit Sharing Plan in TN (719 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (719 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 Evergreen Enterprises, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 5.9% during 2022, from $31M to $32M. Reported net income was -$7M.
How have Evergreen Enterprises of Virginia, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Enterprises of Virginia, LLC's sponsor-wide assets grew 17.7%, from $32M to $38M.
Where does Evergreen Enterprises, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan ranks in the 84th 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 Evergreen Enterprises, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Doherty Group, Inc. 401(k) and Retirement Savings Plan in NJ ($32M, 3,866 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Enterprises, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Independent Healthcare Properties, LLC 401(k) Profit Sharing Plan in TN (719 participants, $9M 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 274242429.

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.