401(k) · DOL Form 5500 · 2023

Evans Petree PC 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
86
Participants Small participant base
88th
Percentile by assets National rank
$790,855
Avg per participant High balance/head
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Official DOL plan name: Evans Petree PC 401(k) Plan and Trust · Sponsored by Evans Petree PC · Tennessee · Professional & Technical Services

$68M in assets, 86 participants

Evans Petree PC's Evans Petree PC 401(k) Plan and Trust reported $68M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,212 in Professional & Technical Services (20,321 peers)

Where Evans Petree PC 401(k) Plan and Trust sits by assets

Evans Petree PC 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $68M for 86 participants (~$790,855/participant), up 26.3% in 2023.

#18,212
in Professional & Technical Services (20,321 peers)
+26.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Evans Petree PC 401(k) Plan and Trust's outsized position by total assets

Evans Petree PC 401(k) Plan and Trust vs every filed plan by assets

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

$68,013,495 Top 12% higher than 88% 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

Evans Petree PC 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evans Petree PC 401(k) Plan and Trust is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evans Petree PC 401(k) Plan and Trust reported net income rose from -$11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Evans Petree PC 401(k) Plan and Trust end-of-year assets rose from $54M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Evans Petree PC 401(k) Plan and Trust reported participants rose from 75 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620998330 · Evans Petree PC PY 2023 · 401(k)

Evans Petree PC 401(k) Plan and Trust · $68M · 86 · 88th

  • BOY $68M
  • BOY 86
  • BOY 88th
  • BOY 401(k)
  • BOY near Herrick, Feinstein LLP Savings and Profit Sharing Plan
  • BOY ind #18212

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Evans Petree PC 401(k) Plan and Trust in the asset neighbourhood

Bassett Furniture Ind. Inc. 401(k) PlanBassett Furniture Ind. Inc. …$68MBettcher Industries, Inc. 401(k) Retirement Savings PlanBettcher Industries, Inc. 40…$68MZen-Noh Grain Corporation Retirement Savings PlanZen-Noh Grain Corporation Re…$68MHerrick, Feinstein LLP Savings and Profit Sharing PlanHerrick, Feinstein LLP Savin…$68MEvans Petree PC 401(k) Plan and TrustEvans Petree PC 401(k) Plan …$68M
End-of-year total assets ($M) among Evans Petree PC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$68M
Net Income$14M
Employer EIN620998330
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evans Petree PC)

Sponsor-wide plan assets over time

All Evans Petree PC plans reported in each filing year

Latest sponsor-wide plan assets
$78M 44.34481068126011% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $53.8M $77.7M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 75 $54M
2023 1 86 $68M
2024 1 82 $78M

Nearby 401(k) Plans in Tennessee

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

Evans Petree PC 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Evans Petree PC 401(k) Plan and Trust, Total assets ($B): 0.068013495 · Participants: 86Evans Petree PC 401(k) Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Evans Petree PC 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Evans Petree PC 401(k) Plan and Trust side-by-side with 3 peers →

Evans Petree PC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Herrick, Feinstein LLP Savings and Profit Sharing Plan in NY ($68M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Evans Petree PC 401(k) Plan and Trust assets move in 2023? ▼
Evans Petree PC 401(k) Plan and Trust grew sharply - up 26.3% during 2023, from $54M to $68M. Reported net income was $14M.
How have Evans Petree PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evans Petree PC's sponsor-wide assets grew 44.3%, from $54M to $78M.
Where does Evans Petree PC 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Evans Petree PC 401(k) Plan and Trust ranks in the 88th 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 Evans Petree PC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Herrick, Feinstein LLP Savings and Profit Sharing Plan in NY ($68M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Evans Petree PC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 620998330.

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.