401(k) · DOL Form 5500 · 2023

Evolve Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$152K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$75,868
Avg per participant Below avg balance/head
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Official DOL plan name: Evolve Companies, Inc. 401(k) Profit Sharing Plan · Sponsored by Evolve Companies, Inc. · Wisconsin · Professional & Technical Services

$152K in assets, 2 participants

Evolve Companies, Inc.'s Evolve Companies, Inc. 401(k) Profit Sharing Plan reported $152K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,449 in Professional & Technical Services (20,321 peers)

Evolve Companies, Inc. multi-year trail

Evolve Companies, Inc.'s plans moved -90.0% in assets from 2022 to 2024; this filing shows Evolve Companies, Inc. 401(k) Profit Sharing Plan at $152K / 2 participants.

#1,449
in Professional & Technical Services (20,321 peers)
-54.5%
assets change YoY

The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evolve Companies, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Evolve Companies, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$151,735 9th percentile higher than 9% of 127,068 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 2023

Evolve Companies, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evolve Companies, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evolve Companies, Inc. 401(k) Profit Sharing Plan reported net income fell from $333K in the plan year 2022 filing to -$181K in the plan year 2023 filing.
  • Evolve Companies, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $333K in the plan year 2022 filing to $152K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 874091381 · Evolve Companies, Inc. PY 2023 · 401(k)

Evolve Companies, Inc. 401(k) Profit Sharing Plan · $152K · 2 · 9th

  • TYPE $152K
  • NET 2
  • BOOK 9th
  • VS-ST 401(k)
  • BOY near Mediaworks 360 Ventures, Inc. 401(k) Profit Sharing Plan
  • SCH ind #1449

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Evolve Companies, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Evolve Companies, Inc. 401(k) Profit Sharing PlanEvolve Companies, Inc. 401(k…$152KMediaworks 360 Ventures, Inc. 401(k) Profit Sharing PlanMediaworks 360 Ventures, Inc…$152KWoof-Hop, Inc. 401(k) Plan$152KArmor-Clad Enterprising Incorporated Retirement PlanArmor-Clad Enterprising Inco…$152KKsull Enterprise, Inc. 401(k) Profit Sharing PlanKsull Enterprise, Inc. 401(k…$152K
End-of-year total assets ($M) among Evolve Companies, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Evolve Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Evolve Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33K 89.97205370731136% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.33M $0.03M ▼ -90.9%
Year Plans Participants Total Assets
2022 1 2 $333K
2023 1 2 $152K
2024 1 3 $33K

Evolve Companies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$333K
Net Assets (End of Year)$152K
Net Income-$181K
Employer EIN874091381
Plan Effective Date2022-01-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Evolve Companies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Evolve Companies, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000151735 · Participants: 2Evolve Companies, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Evolve Companies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Evolve Companies, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Evolve Companies, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mediaworks 360 Ventures, Inc. 401(k) Profit Sharing Plan in CT ($152K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Evolve Companies, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Evolve Companies, Inc. 401(k) Profit Sharing Plan contracted severely - down 54.5% during 2023, from $333K to $152K. Reported net income was -$181K.
How have Evolve Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evolve Companies, Inc.'s sponsor-wide assets declined 90.0%, from $333K to $33K.
Where does Evolve Companies, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Evolve Companies, Inc. 401(k) Profit Sharing Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Evolve Companies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mediaworks 360 Ventures, Inc. 401(k) Profit Sharing Plan in CT ($152K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Evolve Companies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 874091381.

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.