401(k) · DOL Form 5500 · 2023

L.G. Everist, Incorporated 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
411
Participants Below avg headcount
80th
Percentile by assets National rank
$76,284
Avg per participant Below avg balance/head
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Official DOL plan name: L. G. Everist, Inc. 401(k) Plan · Sponsored by L.G. Everist, Incorporated · South Dakota · Mining & Oil Extraction

$31M in assets, 411 participants

L.G. Everist, Incorporated's L. G. Everist, Inc. 401(k) Plan reported $31M in total assets and 411 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #522 in Mining & Oil Extraction (811 peers)

Where L. G. Everist, Inc. 401(k) Plan sits by assets

L. G. Everist, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 411 participants (~$76,284/participant), up 15.0% in 2023.

#522
in Mining & Oil Extraction (811 peers)
+15.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

L. G. Everist, Inc. 401(k) Plan's outsized position by total assets

L. G. Everist, Inc. 401(k) Plan vs every filed plan by assets

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

$31,352,523 Top 20% higher than 80% 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

L. G. Everist, Inc. 401(k) 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. L. G. Everist, Inc. 401(k) Plan sits mid-pack in the medium band (411 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L. G. Everist, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • L. G. Everist, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • L. G. Everist, Inc. 401(k) Plan reported participants rose from 396 in the plan year 2022 filing to 411 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 460229601 · L.G. Everist, Incorporated PY 2023 · 401(k)

L. G. Everist, Inc. 401(k) Plan · $31M · 411 · 80th

  • PHOTO $31M
  • IND 411
  • EOY 80th
  • 5500 401(k)
  • ASSETS near Virginia Dare Extract Company, Inc. 401(k) Plan
  • PCT ind #522

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 Mining & Oil Extraction retirement plans → · Plans in South Dakota →

L. G. Everist, Inc. 401(k) Plan in the asset neighbourhood

L. G. Everist, Inc. 401(k) PlanL. G. Everist, Inc. 401(k) P…$31MVirginia Dare Extract Company, Inc. 401(k) PlanVirginia Dare Extract Compan…$31MCoolidge Wall Co Lpa Retirement Savings PlanCoolidge Wall Co Lpa Retirem…$31MFbi Family of Companies 401(k) Retirement PlanFbi Family of Companies 401(…$31MGranite Associates 401(k) PlanGranite Associates 401(k) Pl…$31M
End-of-year total assets ($M) among L. G. Everist, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN460229601
Plan Effective Date1972-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L.G. Everist, Incorporated)

Sponsor-wide plan assets over time

All L.G. Everist, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$35M 27.29426171245768% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.3M $34.7M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 396 $27M
2023 1 411 $31M
2024 1 406 $35M

Nearby 401(k) Plans in South Dakota

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

L. G. Everist, Inc. 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants L. G. Everist, Inc. 401(k) Plan, Total assets ($M): 31.352523 · Participants: 411L. G. Everist, Inc. 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
L. G. Everist, Inc. 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare L. G. Everist, Inc. 401(k) Plan side-by-side with 3 peers →

L. G. Everist, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Virginia Dare Extract Company, Inc. 401(k) Plan in NY ($31M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (411 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (411 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 L. G. Everist, Inc. 401(k) Plan assets move in 2023? ▼
L. G. Everist, Inc. 401(k) Plan grew sharply - up 15.0% during 2023, from $27M to $31M. Reported net income was $4M.
How have L.G. Everist, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L.G. Everist, Incorporated's sponsor-wide assets grew 27.3%, from $27M to $35M.
Where does L. G. Everist, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
L. G. Everist, Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to L. G. Everist, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Virginia Dare Extract Company, Inc. 401(k) Plan in NY ($31M, 154 participants).
Which 401(k) plans cover a similar participant headcount to L. G. Everist, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (411 participants, $2M 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 460229601.

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.