401(k) · DOL Form 5500 · 2023

Evergreen Enterprises of Virginia, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
610
Participants Below avg headcount
82nd
Percentile by assets National rank
$61,836
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Enterprises, LLC 401(k) Profit Sharing Plan · Sponsored by Evergreen Enterprises of Virginia, LLC · Virginia · Wholesale Trade

$38M in assets, 610 participants

Evergreen Enterprises of Virginia, LLC's Evergreen Enterprises, LLC 401(k) Profit Sharing Plan reported $38M in total assets and 610 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,200 in Wholesale Trade (6,309 peers)

Where Evergreen Enterprises, LLC 401(k) Profit Sharing Plan sits by assets

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $38M for 610 participants (~$61,836/participant), up 16.5% in 2023.

#5,200
in Wholesale Trade (6,309 peers)
+16.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,719,673 Top 18% higher than 82% 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

Evergreen Enterprises, LLC 401(k) Profit Sharing 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. Evergreen Enterprises, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (610 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Enterprises, LLC 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Evergreen Enterprises, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Evergreen Enterprises, LLC 401(k) Profit Sharing Plan reported participants fell from 719 in the plan year 2022 filing to 610 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 274242429 · Evergreen Enterprises of Virginia, LLC PY 2023 · 401(k)

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan · $38M · 610 · 82nd

  • RANK $38M
  • PHOTO 610
  • IND 82nd
  • EOY 401(k)
  • 5500 near Honu Services 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #5200

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 Wholesale Trade retirement plans → · Plans in Virginia →

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Robinson 401(k) Profit Sharing PlanRobinson 401(k) Profit Shari…$38MEvergreen Enterprises, LLC 401(k) Profit Sharing PlanEvergreen Enterprises, LLC 4…$38MHonu Services 401(k) Profit Sharing Plan and TrustHonu Services 401(k) Profit …$38MTressler LLP 401(k) Retirement PlanTressler LLP 401(k) Retireme…$38MSpartannash Company Savings Plus Plan for Union AssociatesSpartannash Company Savings …$38M
End-of-year total assets ($M) among Evergreen Enterprises, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN274242429
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Enterprises of Virginia, LLC)

Sponsor-wide plan assets over time

All Evergreen Enterprises of Virginia, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 17.728634365425737% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $32.4M $38.1M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 719 $32M
2023 1 610 $38M
2024 1 485 $38M

Nearby 401(k) Plans in Virginia

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

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Evergreen Enterprises, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.037719673 · Participants: 610Evergreen Enterprises, LLC 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Evergreen Enterprises, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Honu Services 401(k) Profit Sharing Plan and Trust in HI ($38M); by covered participants it is Meridian Clinical Research 401(k) Plan in NE (610 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (610 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 Evergreen Enterprises, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan grew sharply - up 16.5% during 2023, from $32M to $38M. Reported net income was $5M.
How have Evergreen Enterprises of Virginia, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Enterprises of Virginia, LLC's sponsor-wide assets grew 17.7%, from $32M to $38M.
Where does Evergreen Enterprises, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan ranks in the 82nd 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 Evergreen Enterprises, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Honu Services 401(k) Profit Sharing Plan and Trust in HI ($38M, 683 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Enterprises, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meridian Clinical Research 401(k) Plan in NE (610 participants, N/A 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 274242429.

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.