Other · DOL Form 5500 · 2023

Evergreen Homes Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
149
Participants Small participant base
41st
Percentile by assets National rank
$28,357
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Evergreen Homes 403b Plan · Sponsored by Evergreen Homes Inc. · Pennsylvania · Healthcare & Social Assistance

$4M in assets, 149 participants

Evergreen Homes Inc.'s Evergreen Homes 403b Plan reported $4M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,824 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Evergreen Homes 403b Plan covers 149 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#7,824
in Healthcare & Social Assistance (17,684 peers)
+15.8%
assets growth YoY

Evergreen Homes 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Evergreen Homes 403b Plan vs every filed plan by assets

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

$4,225,141 41st percentile higher than 41% 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 Homes 403b 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 Homes 403b Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Homes 403b Plan reported net income rose from -$334K in the plan year 2022 filing to $576K in the plan year 2023 filing.
  • Evergreen Homes 403b Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Evergreen Homes 403b Plan reported participants fell from 157 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251556760 · Evergreen Homes Inc. PY 2023 · Other

Evergreen Homes 403b Plan · $4M · 149 · 41st

  • EOY $4M
  • 5500 149
  • ASSETS 41st
  • PCT Other
  • EIN near Rescue Mission Alliance 403(b) Retirement Plan
  • RANK ind #7824

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Evergreen Homes 403b Plan in the asset neighbourhood

Evergreen Homes 403b Plan$4M403(b) Thrift Plan of Child and Family Services of Eastern Virginia, Inc.403(b) Thrift Plan of Child …$4MRescue Mission Alliance 403(b) Retirement PlanRescue Mission Alliance 403(…$4MWalpole Area Visiting Nurse Association 403(b) Retirement PlanWalpole Area Visiting Nurse …$4MThe Cove Behavioral Health, Inc. Retirement PlanThe Cove Behavioral Health, …$4M
End-of-year total assets ($M) among Evergreen Homes 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$576K
Employer EIN251556760
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Homes Inc.)

Sponsor-wide plan assets over time

All Evergreen Homes Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 34.118651290054295% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.65M $4.89M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 157 $4M
2023 1 149 $4M
2024 1 162 $5M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Evergreen Homes 403b Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Evergreen Homes 403b Plan, Total assets ($B): 0.004225141 · Participants: 149Evergreen Homes 403b PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Evergreen Homes 403b Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Evergreen Homes 403b Plan side-by-side with 3 peers →

Evergreen Homes 403b Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Rescue Mission Alliance 403(b) Retirement Plan in CA ($4M); by covered participants it is Area Agency on Aging Region 9 Inc. 403(b) Plan in OH (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Homes 403b Plan assets move in 2023? ▼
Evergreen Homes 403b Plan grew sharply - up 15.8% during 2023, from $4M to $4M. Reported net income was $576K.
How have Evergreen Homes Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Homes Inc.'s sponsor-wide assets grew 34.1%, from $4M to $5M.
Which Other plans are similar in size to Evergreen Homes 403b Plan? ▼
Among Other plans in other states, the closest by assets is Rescue Mission Alliance 403(b) Retirement Plan in CA ($4M, 230 participants).
Which Other plans cover a similar participant headcount to Evergreen Homes 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Area Agency on Aging Region 9 Inc. 403(b) Plan in OH (149 participants, $9M 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 251556760.

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.