401(k) · DOL Form 5500 · 2023

Aaron Evergreen, Inc. 401(k) Plan

Data updated 2026-08-25

$266K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$265,876
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aaron Evergreen 401(k) Trust · Sponsored by Aaron Evergreen, Inc. · Connecticut · Professional & Technical Services

$266K in assets, 1 participants

Aaron Evergreen, Inc.'s Aaron Evergreen 401(k) Trust reported $266K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,994 in Professional & Technical Services (20,321 peers)

Aaron Evergreen, Inc. multi-year trail

Aaron Evergreen, Inc.'s plans moved -16.5% in assets from 2022 to 2024; this filing shows Aaron Evergreen 401(k) Trust at $266K / 1 participant.

#1,994
in Professional & Technical Services (20,321 peers)
+8.0%
assets growth YoY

Aaron Evergreen 401(k) Trust among the smaller filed plans by assets

Aaron Evergreen 401(k) Trust vs every filed plan by assets

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

$265,876 13th percentile higher than 13% 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

Aaron Evergreen 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aaron Evergreen 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aaron Evergreen 401(k) Trust reported net income fell from $76K in the plan year 2022 filing to $20K in the plan year 2023 filing.
  • Aaron Evergreen 401(k) Trust end-of-year assets rose from $246K in the plan year 2022 filing to $266K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 813131827 · Aaron Evergreen, Inc. PY 2023 · 401(k)

Aaron Evergreen 401(k) Trust · $266K · 1 · 13th

  • PART $266K
  • TYPE 1
  • NET 13th
  • BOOK 401(k)
  • VS-ST near Life Care Management Services Incorporated 401(k) Profit Sharing Plan
  • BOY ind #1994

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 Connecticut →

Aaron Evergreen 401(k) Trust in the asset neighbourhood

Aaron Evergreen 401(k) Trust$266KLife Care Management Services Incorporated 401(k) Profit Sharing PlanLife Care Management Service…$266KMini Alien Corp. 401(k) Plan$266KRobert L. Friedbauer, Cpa, PC Profit Sharing PlanRobert L. Friedbauer, Cpa, P…$266KMattea and Edwards Retirement PlanMattea and Edwards Retiremen…$266K
End-of-year total assets ($M) among Aaron Evergreen 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aaron Evergreen, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aaron Evergreen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$205K 16.514134304338636% vs 2022
2024 filing year
$0.2M$0.22M$0.24M$0.26M$0.28M 202220232024 $0.25M $0.21M ▼ -16.0%
Year Plans Participants Total Assets
2022 1 1 $246K
2023 1 1 $266K
2024 1 1 $205K

Aaron Evergreen, Inc. filing trail (2023)

Total Assets (Beginning of Year)$246K
Net Assets (End of Year)$266K
Net Income$20K
Employer EIN813131827
Plan Effective Date2016-07-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Aaron Evergreen 401(k) Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aaron Evergreen 401(k) Trust, Total assets ($B): 0.000265876 · Participants: 1Aaron Evergreen 401(k) TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Aaron Evergreen 401(k) Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Aaron Evergreen 401(k) Trust side-by-side with 3 peers →

Aaron Evergreen 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Life Care Management Services Incorporated 401(k) Profit Sharing Plan in CA ($266K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Aaron Evergreen 401(k) Trust assets move in 2023? ▼
Aaron Evergreen 401(k) Trust grew at a solid clip - up 8.0% during 2023, from $246K to $266K. Reported net income was $20K.
How have Aaron Evergreen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaron Evergreen, Inc.'s sponsor-wide assets declined 16.5%, from $246K to $205K.
Where does Aaron Evergreen 401(k) Trust rank by assets among Form 5500 filers? ▼
Aaron Evergreen 401(k) Trust ranks in the 13th 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 Aaron Evergreen 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Life Care Management Services Incorporated 401(k) Profit Sharing Plan in CA ($266K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Aaron Evergreen 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 813131827.

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.