401(k) · DOL Form 5500 · 2023

Evergreen Credit Union 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
102
Participants Small participant base
59th
Percentile by assets National rank
$97,853
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Evergreen Credit Union Retirement Savings Plan · Sponsored by Evergreen Credit Union · Maine · Finance & Insurance

$10M in assets, 102 participants

Evergreen Credit Union's Evergreen Credit Union Retirement Savings Plan reported $10M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,842 in Finance & Insurance (8,869 peers)

Coverage in Maine

Evergreen Credit Union Retirement Savings Plan covers 102 participants in Maine, about 22% of the average Maine filer (state average ~472 per filing). Assets: $10M.

#3,842
in Finance & Insurance (8,869 peers)
+30.9%
assets growth YoY

Evergreen Credit Union Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Evergreen Credit Union Retirement Savings Plan vs every filed plan by assets

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

$9,981,033 Top 41% higher than 59% 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

Evergreen Credit Union Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evergreen Credit Union Retirement Savings Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Credit Union Retirement Savings Plan reported net income rose from -$587K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Evergreen Credit Union Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Evergreen Credit Union Retirement Savings Plan reported participants rose from 99 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010216328 · Evergreen Credit Union PY 2023 · 401(k)

Evergreen Credit Union Retirement Savings Plan · $10M · 102 · 59th

  • 5500 $10M
  • ASSETS 102
  • PCT 59th
  • EIN 401(k)
  • RANK near The Dinerstein Companies 401(k) Employee Savings Plan
  • PHOTO ind #3842

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 Finance & Insurance retirement plans → · Plans in Maine →

Evergreen Credit Union Retirement Savings Plan in the asset neighbourhood

Evergreen Credit Union Retirement Savings PlanEvergreen Credit Union Retir…$10MThe Dinerstein Companies 401(k) Employee Savings PlanThe Dinerstein Companies 401…$10MMckenna Motor Company, Inc. 401(k) PlanMckenna Motor Company, Inc. …$10MWadman Corporation 401(k) Profit Sharing PlanWadman Corporation 401(k) Pr…$10MDerrick Companies 401(k) Plan$10M
End-of-year total assets ($M) among Evergreen Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN010216328
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Credit Union)

Sponsor-wide plan assets over time

All Evergreen Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$12M 57.401762385871855% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.63M $12M ▲ +57.4%
Year Plans Participants Total Assets
2022 1 99 $8M
2023 1 102 $10M
2024 1 110 $12M

Nearby 401(k) Plans in Maine

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

Evergreen Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Evergreen Credit Union Retirement Savings Plan, Total assets ($B): 0.009981033 · Participants: 102Evergreen Credit Union Retirement Savings PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Evergreen Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Evergreen Credit Union Retirement Savings Plan side-by-side with 3 peers →

Evergreen Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is The Dinerstein Companies 401(k) Employee Savings Plan in TX ($10M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Evergreen Credit Union Retirement Savings Plan assets move in 2023? ▼
Evergreen Credit Union Retirement Savings Plan surged - up 30.9% during 2023, from $8M to $10M. Reported net income was $2M.
How have Evergreen Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Credit Union's sponsor-wide assets grew 57.4%, from $8M to $12M.
Which 401(k) plans are similar in size to Evergreen Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Dinerstein Companies 401(k) Employee Savings Plan in TX ($10M, 355 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 010216328.

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.