401(k) · DOL Form 5500 · 2023

Evernote Corporation 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
237
Participants Below avg headcount
75th
Percentile by assets National rank
$97,365
Avg per participant Below avg balance/head
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Official DOL plan name: Evernote Corporation 401(k) Plan · Sponsored by Evernote Corporation · California · Information & Media

$23M in assets, 237 participants

Evernote Corporation's Evernote Corporation 401(k) Plan reported $23M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #1,855 in Information & Media (2,818 peers)

Coverage in California

Evernote Corporation 401(k) Plan covers 237 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $23M.

#1,855
in Information & Media (2,818 peers)
-4.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evernote Corporation 401(k) Plan's outsized position by total assets

Evernote Corporation 401(k) Plan vs every filed plan by assets

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

$23,075,563 Top 25% higher than 75% 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

Evernote Corporation 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. Evernote Corporation 401(k) Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evernote Corporation 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Evernote Corporation 401(k) Plan end-of-year assets fell from $24M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Evernote Corporation 401(k) Plan reported participants rose from 230 in the plan year 2022 filing to 237 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201897663 · Evernote Corporation PY 2023 · 401(k)

Evernote Corporation 401(k) Plan · $23M · 237 · 75th

  • NET $23M
  • BOOK 237
  • VS-ST 75th
  • BOY 401(k)
  • SCH near Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #1855

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 Information & Media retirement plans → · Plans in California →

Evernote Corporation 401(k) Plan in the asset neighbourhood

Evernote Corporation 401(k) PlanEvernote Corporation 401(k) …$23MThe Morey Corporation 401(k) Profit Sharing PlanThe Morey Corporation 401(k)…$23MLaramar Consolidated Group 401(k) PlanLaramar Consolidated Group 4…$23MOrthopaedic Associates, Inc. 401(k) Profit Sharing PlanOrthopaedic Associates, Inc.…$23MRevalize, Inc. 401(k) Plan$23M
End-of-year total assets ($M) among Evernote Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$23M
Net Income-$1M
Employer EIN201897663
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evernote Corporation)

Sponsor-wide plan assets over time

All Evernote Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$24M 0.337293895872005% vs 2022
2024 filing year
$22.5M$23M$23.5M$24M$24.5M 202220232024 $24.2M $24.3M ▲ +0.4%
Year Plans Participants Total Assets
2022 1 230 $24M
2023 1 237 $23M
2024 1 16 $24M

Nearby 401(k) Plans in California

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

Evernote Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Evernote Corporation 401(k) Plan, Total assets ($B): 0.023075563 · Participants: 237Evernote Corporation 401(k) 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
Evernote Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Evernote Corporation 401(k) Plan side-by-side with 3 peers →

Evernote Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan in IN ($23M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Evernote Corporation 401(k) Plan assets move in 2023? ▼
Evernote Corporation 401(k) Plan edged down modestly - down 4.6% during 2023, from $24M to $23M. Reported net income was -$1M.
How have Evernote Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evernote Corporation's sponsor-wide assets grew 0.3%, from $24M to $24M.
Where does Evernote Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Evernote Corporation 401(k) Plan ranks in the 75th 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 Evernote Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan in IN ($23M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Evernote Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants, $845K 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 201897663.

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.