EVERGREEN HOMES 403B PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
EVERGREEN HOMES INC.
This Profit Sharing plan holds $4M in total assets and serves 149 participants as of 2023. It is sponsored by EVERGREEN HOMES INC. in Pennsylvania. The plan reported positive net income of $576K for the year.
What the Filing Says About EVERGREEN HOMES 403B PLAN
EVERGREEN HOMES 403B PLAN is a Profit Sharing retirement plan sponsored by EVERGREEN HOMES INC., headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 149 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 251556760, and the plan has been effective since 1991-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $4M at the beginning of 2023 to $4M at year-end — a gain of 15.8%. Net assets (after liabilities) closed the year at $4M, with reported net income of $576K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $4M |
| Total Assets (End of Year) | $4M |
| Net Assets (End of Year) | $4M |
| Net Income | $576K |
| Plan Type | Profit Sharing |
| Employer EIN | 251556760 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (EVERGREEN HOMES INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $4M |
| 2023 | 1 | 149 | $4M |
| 2024 | 1 | 162 | $5M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- THE PNC FINANCIAL SERVICES GROUP, INC. INCENTIVE SAVINGS PLAN $9.3B · 61,697
- THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN $6.3B · 20,979
- UPMC 403(B) RETIREMENT SAVINGS PLAN $4.2B · 78,261
- CARNEGIE MELLON UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN $2.5B · 6,370
- JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN $2.5B · 15,783
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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 251556760.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.