401(k) · DOL Form 5500 · 2022

Evergreen Transport LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
147
Participants Small participant base
33rd
Percentile by assets National rank
$12,607
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Evergreen Transport LLC 401(k) Plan and Trust · Sponsored by Evergreen Transport LLC · Alabama · Transportation & Warehousing

$2M in assets, 147 participants

Evergreen Transport LLC's Evergreen Transport LLC 401(k) Plan and Trust reported $2M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,261 in Transportation & Warehousing (3,876 peers)

Coverage in Alabama

Evergreen Transport LLC 401(k) Plan and Trust covers 147 participants in Alabama, about 41% of the average Alabama filer (state average ~360 per filing). Assets: $2M.

#1,261
in Transportation & Warehousing (3,876 peers)
-14.5%
assets change YoY

The plan reported a net loss of $314K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evergreen Transport LLC 401(k) Plan and Trust among the smaller filed plans by assets

Evergreen Transport LLC 401(k) Plan and Trust vs every filed plan by assets

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

$1,853,177 33rd percentile higher than 33% 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 Transport LLC 401(k) Plan and Trust 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 Transport LLC 401(k) Plan and Trust sits mid-pack in the medium band (147 participants).

EBSA filing schedule strip

Filing strip 271583316 · Evergreen Transport LLC PY 2022 · 401(k)

Evergreen Transport LLC 401(k) Plan and Trust · $2M · 147 · 33rd

  • EBSA $2M
  • PART 147
  • TYPE 33rd
  • NET 401(k)
  • BOOK near Healics Retirement Savings Plan
  • VS-ST ind #1261

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 Alabama →

Evergreen Transport LLC 401(k) Plan and Trust in the asset neighbourhood

Evergreen Transport LLC 401(k) Plan and TrustEvergreen Transport LLC 401(…$2MHealics Retirement Savings PlanHealics Retirement Savings P…$2MRenaissance Systems, Inc. 401(k) Plan and TrustRenaissance Systems, Inc. 40…$2MCommunity.Com 401(k) Plan$2MThe Fresh Group 401(k) Plan$2M
End-of-year total assets ($M) among Evergreen Transport LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$314K
Employer EIN271583316
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Evergreen Transport LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Evergreen Transport LLC 401(k) Plan and Trust, Total assets ($B): 0.001853177 · Participants: 147Evergreen Transport LLC 401(k) Plan and TrustRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Evergreen Transport LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Alabama, assets vs. participants

Evergreen Transport LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Healics Retirement Savings Plan in WI ($2M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

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 Transport LLC 401(k) Plan and Trust assets move in 2022?
Evergreen Transport LLC 401(k) Plan and Trust pulled back noticeably - down 14.5% during 2022, from $2M to $2M. Reported net income was -$314K.
Which 401(k) plans are similar in size to Evergreen Transport LLC 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Healics Retirement Savings Plan in WI ($2M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Transport LLC 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (147 participants, $1M in assets).