401(k) · DOL Form 5500 · 2023
Everbrite, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $85,456
- Avg per participant Below avg balance/head
Official DOL plan name: The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan · Sponsored by Everbrite, LLC · Wisconsin · Manufacturing
$6M in assets, 70 participants
Everbrite, LLC's The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan reported $6M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #5,912 in Manufacturing (18,722 peers)
2023 asset change
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan surged 36.7% in 2023 ($4M → $6M) for 70 participants.
- #5,912
- in Manufacturing (18,722 peers)
- +36.7%
- assets growth YoY
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan's mid-pack asset rank among Manufacturing and all filers
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,981,905 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan reported net income rose from -$361K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan reported participants fell from 84 in the plan year 2022 filing to 70 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 651164066 · Everbrite, LLC PY 2023 · 401(k)
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan · $6M · 70 · 48th
- EBSA $6M
- PART 70
- TYPE 48th
- NET 401(k)
- BOOK near Halley Engineering Contractors, Inc. 401(k) Plan
- VS-ST ind #5912
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 Manufacturing retirement plans → · Plans in Wisconsin →
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in the asset neighbourhood
Everbrite, LLC years around the 2023 move
Sponsor-wide plan assets over time
All Everbrite, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 1.6539336492155114% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 661 | $55M |
| 2023 | 3 | 737 | $61M |
| 2024 | 2 | 631 | $54M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $2M |
| Employer EIN | 651164066 |
| Plan Effective Date | 1970-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Halley Engineering Contractors, Inc. 401(k) Plan in FL ($6M); by covered participants it is California Fine Wire Company 401(k) Profit Sharing Plan in CA (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.