Other · DOL Form 5500 · 2022

The Evergreen School Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
106
Participants Small participant base
80th
Percentile by assets National rank
$222,797
Avg per participant Above avg balance/head
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Official DOL plan name: The Evergreen School 403(b) DC Plan · Sponsored by The Evergreen School · Washington · Educational Services

$24M in assets, 106 participants

The Evergreen School's The Evergreen School 403(b) DC Plan reported $24M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,582 in Educational Services (4,024 peers)

Coverage in Washington

The Evergreen School 403(b) DC Plan covers 106 participants in Washington, about 7% of the average Washington filer (state average ~1,476 per filing). Assets: $24M.

#2,582
in Educational Services (4,024 peers)
+16.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Evergreen School 403(b) DC Plan's outsized position by total assets

The Evergreen School 403(b) DC Plan vs every filed plan by assets

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

$23,616,441 Top 20% higher than 80% 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

The Evergreen School 403(b) DC 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. The Evergreen School 403(b) DC Plan sits mid-pack in the medium band (106 participants).

EBSA filing schedule strip

Filing strip 910756462 · The Evergreen School PY 2022 · Other

The Evergreen School 403(b) DC Plan · $24M · 106 · 80th

  • EIN $24M
  • EIN 106
  • EIN 80th
  • EIN Other
  • EIN near Western New York Public Broadcasting Association Retirement Plan
  • EIN ind #2582

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 Educational Services retirement plans → · Plans in Washington →

The Evergreen School 403(b) DC Plan in the asset neighbourhood

Salem Academy and College Faculty Defined Contribution Retirement PlanSalem Academy and College Fa…$24MThe Evergreen School 403(b) DC PlanThe Evergreen School 403(b) …$24MWestern New York Public Broadcasting Association Retirement PlanWestern New York Public Broa…$24MTrinity Preparatory School Defined Contribution Retirement PlanTrinity Preparatory School D…$24M403b Thrift Plan of Goodwill Industries International403b Thrift Plan of Goodwill…$24M
End-of-year total assets ($M) among The Evergreen School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN910756462
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Evergreen School)

Sponsor-wide plan assets over time

All The Evergreen School plans reported in each filing year

Latest sponsor-wide plan assets
$31M 31.994274666534217% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $31.2M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 106 $24M
2023 1 116 $28M
2024 1 122 $31M

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

The Evergreen School 403(b) DC Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants The Evergreen School 403(b) DC Plan, Total assets ($B): 0.023616441 · Participants: 106The Evergreen School 403(b) DC PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.125230035 · Participants: 4435Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.818580491 · Participants: 14779Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.483693061 · Participants: 6863Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundVirginia Mason Medical Center 403(b) Plan, Total assets ($B): 0.457462659 · Participants: 5560Virginia Mason Medical Center 403(b) PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.434597438 · Participants: 3301Overlake Hospital Medical Center 403(b)Retirement Plan
The Evergreen School 403(b) DC Plan vs. nearby Other plans in Washington, assets vs. participants
Compare The Evergreen School 403(b) DC Plan side-by-side with 3 peers →

The Evergreen School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Western New York Public Broadcasting Association Retirement Plan in NY ($24M); by covered participants it is Northpointe Christian School 403(b) Plan in MI (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 The Evergreen School 403(b) DC Plan assets move in 2022? ▼
The Evergreen School 403(b) DC Plan grew sharply - up 16.7% during 2022, from $20M to $24M. Reported net income was $3M.
How have The Evergreen School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Evergreen School's sponsor-wide assets grew 32.0%, from $24M to $31M.
Where does The Evergreen School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
The Evergreen School 403(b) DC Plan ranks in the 80th 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 Other plans are similar in size to The Evergreen School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Western New York Public Broadcasting Association Retirement Plan in NY ($24M, 72 participants).
Which Other plans cover a similar participant headcount to The Evergreen School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Northpointe Christian School 403(b) Plan in MI (106 participants, $1M 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 910756462.

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.