401(k) · DOL Form 5500 · 2023
Everge Group, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $206,042
- Avg per participant Above avg balance/head
Official DOL plan name: Everge Group, LLC 401(k) Plan · Sponsored by Everge Group, LLC · Texas · Professional & Technical Services
$12M in assets, 56 participants
Everge Group, LLC's Everge Group, LLC 401(k) Plan reported $12M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,319 in Professional & Technical Services (20,321 peers)
2023 asset change
Everge Group, LLC 401(k) Plan grew sharply 20.2% in 2023 ($10M → $12M) for 56 participants.
- #12,319
- in Professional & Technical Services (20,321 peers)
- +20.2%
- assets growth YoY
Everge Group, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Everge Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,538,328 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Everge Group, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Everge Group, LLC 401(k) Plan is a small filing (56 participants) on this national headcount ladder.
DOL schedule card
Filing strip 752872461 · Everge Group, LLC PY 2023 · 401(k)
Everge Group, LLC 401(k) Plan · $12M · 56 · 62nd
- BOY $12M
- BOY 56
- BOY 62nd
- BOY 401(k)
- BOY near Worthington Ind, Inc. Rsp for Collectively Bargained Employees
- BOY ind #12319
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 Texas →
Everge Group, LLC 401(k) Plan in the asset neighbourhood
Everge Group, LLC years around the 2023 move
Sponsor-wide plan assets over time
All Everge Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 8.56855516674513% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 56 | $12M |
| 2024 | 1 | 52 | $11M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 752872461 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Everge Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Worthington Ind, Inc. Rsp for Collectively Bargained Employees in OH ($12M); by covered participants it is Specialty Steak Service Retirement Plan in PA (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.
- Specialty Steak Service Retirement Plan (PA) 56 · 0 off
- Pf Labor Denver LLC 401(k) Profit Sharing Plan & Trust (ND) 56 · 0 off
- Dreyfous & Associates Retirement Plan (PR) 56 · 0 off
- Private Client Group Pep (FL) 56 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.