401(k) · DOL Form 5500 · 2023
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 1,805
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $31,506
- Avg per participant Low balance/head
Official DOL plan name: Everett Financial, Inc. Dba Supreme Lending 401(k) Plan · Sponsored by Everett Financial, Inc. Dba Supreme Lending · Texas · Finance & Insurance
$57M in assets, 1,805 participants
Everett Financial, Inc. Dba Supreme Lending's Everett Financial, Inc. Dba Supreme Lending 401(k) Plan reported $57M in total assets and 1,805 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,069 in Finance & Insurance (8,869 peers)
Coverage in Texas
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan covers 1,805 participants in Texas, 2.6x the typical Texas plan (state average ~688 per filing). Assets: $57M.
- #7,069
- in Finance & Insurance (8,869 peers)
- +2.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan's outsized position by total assets
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$56,867,832 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Everett Financial, Inc. Dba Supreme Lending 401(k) Plan lands in the large band (1,805 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Everett Financial, Inc. Dba Supreme Lending 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Everett Financial, Inc. Dba Supreme Lending 401(k) Plan reported participants fell from 2,966 in the plan year 2022 filing to 1,805 in the plan year 2023 filing.
- Everett Financial, Inc. Dba Supreme Lending 401(k) Plan end-of-year assets rose from $56M in the plan year 2022 filing to $57M in the plan year 2023 filing.
DOL schedule card
Filing strip 752695327 · Everett Financial, Inc. Dba Supreme Lending PY 2023 · 401(k)
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan · $57M · 1,805 · 87th
- BOY $57M
- BOY 1,805
- BOY 87th
- BOY 401(k)
- BOY near Adenza, Inc. 401(k) Retirement Savings Plan
- BOY ind #7069
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 Texas →
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $1M |
| Employer EIN | 752695327 |
| Plan Effective Date | 2004-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Everett Financial, Inc. Dba Supreme Lending)
Sponsor-wide plan assets over time
All Everett Financial, Inc. Dba Supreme Lending plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 10.697273663337295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,966 | $56M |
| 2023 | 1 | 1,805 | $57M |
| 2024 | 1 | 1,244 | $62M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Adenza, Inc. 401(k) Retirement Savings Plan in CA ($57M); by covered participants it is Church & Dwight Co. , Inc. Savings and Profit Sharing Plan for Salaried Employees in NJ (1,805 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- Adenza, Inc. 401(k) Retirement Savings Plan (CA) $57M · 139
- Generations Healthcare, LLC 401(k) Plan (CA) $57M · 4,316
- First Industrial, L.P. 401(k) Plan (IL) $57M · 161
- Teneo Holdings LLC 401(k) Plan (NY) $57M · 361
Similar participant headcount
Nearest other-state filings by covered participants (1,805 participants); asset peers above are excluded.
- Church & Dwight Co. , Inc. Savings and Profit Sharing Plan for Salaried Employees (NJ) 1,805 · 0 off
- T.R. Nelson, Inc. Profit Sharing Plan (WI) 1,805 · 0 off
- Revature, LLC 401(k) Plan (VA) 1,805 · 0 off
- Titan Machinery Inc. 401(k) Profit Sharing Plan (ND) 1,805 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.