Other · DOL Form 5500 · 2022

Evergreen Center, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
265
Participants Below avg headcount
45th
Percentile by assets National rank
$14,047
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan · Sponsored by Evergreen Center, Inc. · Massachusetts · Educational Services

$4M in assets, 265 participants

Evergreen Center, Inc.'s Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan reported $4M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,239 in Educational Services (4,024 peers)

Coverage in Massachusetts

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan covers 265 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#1,239
in Educational Services (4,024 peers)
+12.1%
assets growth YoY

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan's mid-pack asset rank among Educational Services and all filers

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan vs every filed plan by assets

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

$3,722,498 45th percentile higher than 45% 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 Center, Inc. Tax Deferred Annuity (Tda) 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 Center, Inc. Tax Deferred Annuity (Tda) Plan sits mid-pack in the medium band (265 participants).

Published 5500 schedule card

Filing strip 042753469 · Evergreen Center, Inc. PY 2022 · Other

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan · $4M · 265 · 45th

  • ASSETS $4M
  • ASSETS 265
  • ASSETS 45th
  • ASSETS Other
  • ASSETS near 403(b) Thrift Plan of Childhelp, Inc.
  • ASSETS ind #1239

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 Massachusetts →

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan in the asset neighbourhood

People Incorporated of Virginia ERISA 403(b) PlanPeople Incorporated of Virgi…$4M403(b) Thrift Plan for Employees of the Arc, Warren County Chapter, Inc.403(b) Thrift Plan for Emplo…$4MEvergreen Center, Inc. Tax Deferred Annuity (Tda) PlanEvergreen Center, Inc. Tax D…$4M403(b) Thrift Plan of Childhelp, Inc.403(b) Thrift Plan of Childh…$4MLeads 403(b) Pension Plan$4M
End-of-year total assets ($M) among Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$401K
Employer EIN042753469
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Center, Inc.)

Sponsor-wide plan assets over time

All Evergreen Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 19.367588400968287% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.4M $16M ▲ +19.4%
Year Plans Participants Total Assets
2022 2 491 $13M
2023 2 469 $15M
2024 2 487 $16M

Nearby Other Plans in Massachusetts

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

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan, Total assets ($B): 0.003722498 · Participants: 265Evergreen Center, Inc. Tax Deferred Annuity (Tda) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan side-by-side with 3 peers →

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan of Childhelp, Inc. in AZ ($4M); by covered participants it is Tiffin University DC Plan in OH (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Center, Inc. Tax Deferred Annuity (Tda) Plan assets move in 2022? ▼
Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan grew at a solid clip - up 12.1% during 2022, from $3M to $4M. Reported net income was $401K.
How have Evergreen Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Center, Inc.'s sponsor-wide assets grew 19.4%, from $13M to $16M.
Which Other plans are similar in size to Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Childhelp, Inc. in AZ ($4M, 90 participants).
Which Other plans cover a similar participant headcount to Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiffin University DC Plan in OH (265 participants, N/A 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 042753469.

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.