401(k) · DOL Form 5500 · 2023

Evertrust Bank 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
89
Participants Small participant base
68th
Percentile by assets National rank
$177,721
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Evertrust Bank 401(k) Retirement Plan · Sponsored by Evertrust Bank · California · Management of Enterprises

$16M in assets, 89 participants

Evertrust Bank's Evertrust Bank 401(k) Retirement Plan reported $16M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #549 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Evertrust Bank 401(k) Retirement Plan ranks #549 of 1,137 2023 filers by assets (2248% of the sector average)-$16M for 89 participants.

#549
in Management of Enterprises (1,137 peers)
+22.7%
assets growth YoY

Evertrust Bank 401(k) Retirement Plan's outsized position by total assets

Evertrust Bank 401(k) Retirement Plan vs every filed plan by assets

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

$15,817,126 Top 32% higher than 68% 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

Evertrust Bank 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evertrust Bank 401(k) Retirement Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evertrust Bank 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Evertrust Bank 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Evertrust Bank 401(k) Retirement Plan reported participants rose from 81 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954500914 · Evertrust Bank PY 2023 · 401(k)

Evertrust Bank 401(k) Retirement Plan · $16M · 89 · 68th

  • EOY $16M
  • EOY 89
  • EOY 68th
  • EOY 401(k)
  • EOY near Boyd Jones Construction Co. Profit Sharing Plan
  • EOY ind #549

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 Management of Enterprises retirement plans → · Plans in California →

Evertrust Bank 401(k) Retirement Plan in the asset neighbourhood

Evertrust Bank 401(k) Retirement PlanEvertrust Bank 401(k) Retire…$16MBoyd Jones Construction Co. Profit Sharing PlanBoyd Jones Construction Co. …$16MCommercial Bancgroup, Inc. Retirement Savings PlanCommercial Bancgroup, Inc. R…$16MGriffin Ford, Inc. 401(k) PlanGriffin Ford, Inc. 401(k) Pl…$16MInland Cellular LLC 401(k) Plan & TrustInland Cellular LLC 401(k) P…$16M
End-of-year total assets ($M) among Evertrust Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN954500914
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evertrust Bank)

Sponsor-wide plan assets over time

All Evertrust Bank plans reported in each filing year

Latest sponsor-wide plan assets
$18M 39.53015737944896% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.9M $18M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 81 $13M
2023 1 89 $16M
2024 1 87 $18M

Nearby 401(k) Plans in California

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

Evertrust Bank 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Evertrust Bank 401(k) Retirement Plan, Total assets ($B): 0.015817126 · Participants: 89Evertrust Bank 401(k) Retirement PlanWells 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
Evertrust Bank 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Evertrust Bank 401(k) Retirement Plan side-by-side with 3 peers →

Evertrust Bank 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Boyd Jones Construction Co. Profit Sharing Plan in NE ($16M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Evertrust Bank 401(k) Retirement Plan assets move in 2023? ▼
Evertrust Bank 401(k) Retirement Plan grew sharply - up 22.7% during 2023, from $13M to $16M. Reported net income was $3M.
How have Evertrust Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evertrust Bank's sponsor-wide assets grew 39.5%, from $13M to $18M.
Which 401(k) plans are similar in size to Evertrust Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boyd Jones Construction Co. Profit Sharing Plan in NE ($16M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Evertrust Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 participants, N/A 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 954500914.

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.