401(k) · DOL Form 5500 · 2023

Evergreen Healthcare Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
307
Participants Below avg headcount
65th
Percentile by assets National rank
$44,830
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Healthcare Partners, Inc. 401(k) Plan · Sponsored by Evergreen Healthcare Partners, Inc. · Wisconsin · Professional & Technical Services

$14M in assets, 307 participants

Evergreen Healthcare Partners, Inc.'s Evergreen Healthcare Partners, Inc. 401(k) Plan reported $14M in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,142 in Professional & Technical Services (20,321 peers)

Evergreen Healthcare Partners, Inc. multi-year trail

Evergreen Healthcare Partners, Inc.'s plans moved +137.2% in assets from 2022 to 2024; this filing shows Evergreen Healthcare Partners, Inc. 401(k) Plan at $14M / 307 participants.

#13,142
in Professional & Technical Services (20,321 peers)
+60.9%
assets growth YoY

Evergreen Healthcare Partners, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Evergreen Healthcare Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$13,762,886 Top 35% higher than 65% 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 Healthcare Partners, Inc. 401(k) 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 Healthcare Partners, Inc. 401(k) Plan sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Healthcare Partners, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Evergreen Healthcare Partners, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Evergreen Healthcare Partners, Inc. 401(k) Plan reported participants rose from 245 in the plan year 2022 filing to 307 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 821415119 · Evergreen Healthcare Partners, Inc. PY 2023 · 401(k)

Evergreen Healthcare Partners, Inc. 401(k) Plan · $14M · 307 · 65th

  • ASSETS $14M
  • PCT 307
  • EIN 65th
  • RANK 401(k)
  • PHOTO near Dkd Property Management Company 401(k) & Profit Sharing Plan
  • IND ind #13142

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 →

Evergreen Healthcare Partners, Inc. 401(k) Plan in the asset neighbourhood

Evergreen Healthcare Partners, Inc. 401(k) PlanEvergreen Healthcare Partner…$14MDkd Property Management Company 401(k) & Profit Sharing PlanDkd Property Management Comp…$14MAvidyne Corporation 401(k) Retirement PlanAvidyne Corporation 401(k) R…$14MLumiradx, Inc. 401(k) Plan$14MDavenport Energy, Inc/First Piedmont Corporation 401(k) Profit Sharing PlanDavenport Energy, Inc/First …$14M
End-of-year total assets ($M) among Evergreen Healthcare Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Evergreen Healthcare Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Evergreen Healthcare Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 137.19982991189593% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.56M $20.3M ▲ +137.0%
Year Plans Participants Total Assets
2022 1 245 $9M
2023 1 307 $14M
2024 1 356 $20M

Evergreen Healthcare Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$14M
Net Income$5M
Employer EIN821415119
Plan Effective Date2017-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Evergreen Healthcare Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Evergreen Healthcare Partners, Inc. 401(k) Plan, Total assets ($B): 0.013762886 · Participants: 307Evergreen Healthcare Partners, Inc. 401(k) 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
Evergreen Healthcare Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Evergreen Healthcare Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Evergreen Healthcare Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Dkd Property Management Company 401(k) & Profit Sharing Plan in CA ($14M); by covered participants it is Reliable Heating and Air 401(k) Plan in GA (307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (307 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 Healthcare Partners, Inc. 401(k) Plan assets move in 2023? ▼
Evergreen Healthcare Partners, Inc. 401(k) Plan surged - up 60.9% during 2023, from $9M to $14M. Reported net income was $5M.
How have Evergreen Healthcare Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Healthcare Partners, Inc.'s sponsor-wide assets grew 137.2%, from $9M to $20M.
Which 401(k) plans are similar in size to Evergreen Healthcare Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dkd Property Management Company 401(k) & Profit Sharing Plan in CA ($14M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Healthcare Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Heating and Air 401(k) Plan in GA (307 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 821415119.

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.