401(k) · DOL Form 5500 · 2022
Evergreen Ford 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $61,338
- Avg per participant Low balance/head
Official DOL plan name: Evergreen Retirement Plan and Trust · Sponsored by Evergreen Ford · Washington · Retail Trade
$5M in assets, 88 participants
Evergreen Ford's Evergreen Retirement Plan and Trust reported $5M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,885 in Retail Trade (9,519 peers)
Evergreen Ford multi-year trail
Evergreen Ford's plans moved +14.1% in assets from 2022 to 2024; this filing shows Evergreen Retirement Plan and Trust at $5M / 88 participants.
- #5,885
- in Retail Trade (9,519 peers)
- -14.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Evergreen Retirement Plan and Trust's mid-pack asset rank among Retail Trade and all filers
Evergreen Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,397,785 Top 48% higher than 52% 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
Evergreen Retirement Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evergreen Retirement Plan and Trust is a small filing (88 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 861561207 · Evergreen Ford PY 2022 · 401(k)
Evergreen Retirement Plan and Trust · $5M · 88 · 52nd
- TYPE $5M
- NET 88
- BOOK 52nd
- VS-ST 401(k)
- BOY near The Ottery Benefit Plan
- SCH ind #5885
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 Retail Trade retirement plans → · Plans in Washington →
Evergreen Retirement Plan and Trust in the asset neighbourhood
Evergreen Ford multi-year asset trail
Sponsor-wide plan assets over time
All Evergreen Ford plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 14.090557515721727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $5M |
| 2023 | 1 | 153 | $7M |
| 2024 | 1 | 130 | $6M |
Evergreen Ford filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 861561207 |
| Plan Effective Date | 1991-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Evergreen Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is The Ottery Benefit Plan in WI ($5M); by covered participants it is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 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.