401(k) · DOL Form 5500 · 2023

Evalueserve Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
151
Participants Small participant base
59th
Percentile by assets National rank
$66,331
Avg per participant Below avg balance/head
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Official DOL plan name: Evalueserve Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Evalueserve Inc. · California · Information & Media

$10M in assets, 151 participants

Evalueserve Inc.'s Evalueserve Inc. 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 151 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.

  • #1,296 in Information & Media (2,818 peers)

Coverage in California

Evalueserve Inc. 401(k) Profit Sharing Plan and Trust covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $10M.

#1,296
in Information & Media (2,818 peers)
+13.0%
assets growth YoY

Evalueserve Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Information & Media and all filers

Evalueserve Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$10,015,951 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

Evalueserve Inc. 401(k) Profit Sharing Plan and Trust 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. Evalueserve Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evalueserve Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$258K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Evalueserve Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 182 in the plan year 2022 filing to 151 in the plan year 2023 filing.
  • Evalueserve Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 134149850 · Evalueserve Inc. PY 2023 · 401(k)

Evalueserve Inc. 401(k) Profit Sharing Plan and Trust · $10M · 151 · 59th

  • SCH $10M
  • SCH 151
  • SCH 59th
  • SCH 401(k)
  • SCH near Mago Construction Co., LLC 401(k) Profit Sharing/Savings Plan
  • SCH ind #1296

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 Information & Media retirement plans → · Plans in California →

Evalueserve Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Evalueserve Inc. 401(k) Profit Sharing Plan and TrustEvalueserve Inc. 401(k) Prof…$10MMago Construction Co., LLC 401(k) Profit Sharing/Savings PlanMago Construction Co., LLC 4…$10MIndependent Healthcare Properties, LLC 401(k) Profit Sharing PlanIndependent Healthcare Prope…$10MUnited Flexible, Inc. 401(k) PlanUnited Flexible, Inc. 401(k)…$10MStabilit USA 401(k) Plan$10M
End-of-year total assets ($M) among Evalueserve Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN134149850
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evalueserve Inc.)

Sponsor-wide plan assets over time

All Evalueserve Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.38398430235392% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.86M $12.4M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 182 $9M
2023 1 151 $10M
2024 1 116 $12M

Nearby 401(k) Plans in California

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

Evalueserve Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Evalueserve Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.010015951 · Participants: 151Evalueserve Inc. 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Evalueserve Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Evalueserve Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Mago Construction Co., LLC 401(k) Profit Sharing/Savings Plan in KY ($10M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Evalueserve Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Evalueserve Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 13.0% during 2023, from $9M to $10M. Reported net income was $1M.
How have Evalueserve Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evalueserve Inc.'s sponsor-wide assets grew 40.4%, from $9M to $12M.
Which 401(k) plans are similar in size to Evalueserve Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mago Construction Co., LLC 401(k) Profit Sharing/Savings Plan in KY ($10M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Evalueserve Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 134149850.

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.