401(k) · DOL Form 5500 · 2023

Everest Realty Group 401(k) Plan

Data updated 2026-08-25

$803K
Total assets Small plan by assets
31
Participants Small participant base
22nd
Percentile by assets National rank
$25,896
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Everest Realty Group · Sponsored by Everest Realty Group · Utah · Real Estate

$803K in assets, 31 participants

Everest Realty Group's Everest Realty Group reported $803K in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,796 in Real Estate (4,727 peers)

What the 2023 filing shows

Everest Realty Group holds $803K for 31 participants - about $25,896 per participant, among the smaller plans by assets on file.

#1,796
in Real Estate (4,727 peers)
-2.7%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Everest Realty Group among the smaller filed plans by assets

Everest Realty Group vs every filed plan by assets

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

$802,770 22nd percentile higher than 22% 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

Everest Realty Group among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Everest Realty Group is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Everest Realty Group reported net income fell from $42K in the plan year 2022 filing to -$22K in the plan year 2023 filing.
  • Everest Realty Group reported participants fell from 91 in the plan year 2022 filing to 31 in the plan year 2023 filing.
  • Everest Realty Group end-of-year assets fell from $825K in the plan year 2022 filing to $803K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270261079 · Everest Realty Group PY 2023 · 401(k)

Everest Realty Group · $803K · 31 · 22nd

  • SCH $803K
  • EBSA 31
  • PART 22nd
  • TYPE 401(k)
  • NET near Audubon Oaks Estates Retirement Plan
  • BOOK ind #1796

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 Real Estate retirement plans → · Plans in Utah →

Everest Realty Group in the asset neighbourhood

Everest Realty Group$803KAudubon Oaks Estates Retirement PlanAudubon Oaks Estates Retirem…$803KPlan First Technologies 401(k) Profit Sharing PlanPlan First Technologies 401(…$803KGillan Property Management Inc 401(k) PlanGillan Property Management I…$802KThe San Diego Union-Tribune 401(k) PlanThe San Diego Union-Tribune …$802K
End-of-year total assets ($M) among Everest Realty Group and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$825K
Net Assets (End of Year)$803K
Net Income-$22K
Employer EIN270261079
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everest Realty Group)

Sponsor-wide plan assets over time

All Everest Realty Group plans reported in each filing year

Latest sponsor-wide plan assets
$803K 2.6898273855702097% vs 2022
2023 filing year
$0.79M$0.8M$0.81M$0.82M$0.83M 20222023 $0.82M $0.8M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 91 $825K
2023 1 31 $803K

Nearby 401(k) Plans in Utah

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

Everest Realty Group vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Everest Realty Group, Total assets ($B): 0.00080277 · Participants: 31Everest Realty GroupIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Everest Realty Group vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Everest Realty Group side-by-side with 3 peers →

Everest Realty Group's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Audubon Oaks Estates Retirement Plan in LA ($803K); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Everest Realty Group assets move in 2023? ▼
Everest Realty Group edged down modestly - down 2.7% during 2023, from $825K to $803K. Reported net income was -$22K.
How have Everest Realty Group plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Everest Realty Group's sponsor-wide assets declined 2.7%, from $825K to $803K.
Where does Everest Realty Group rank by assets among Form 5500 filers? ▼
Everest Realty Group ranks in the 22nd 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 Everest Realty Group? ▼
Among 401(k) plans in other states, the closest by assets is Audubon Oaks Estates Retirement Plan in LA ($803K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Everest Realty Group? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M 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 270261079.

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.