401(k) · DOL Form 5500 · 2023

Everside Capital Partners, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
31st
Percentile by assets National rank
$190,887
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Everside Capital Partners, LLC Incentive Savings Plan · Sponsored by Everside Capital Partners, LLC · New York · Finance & Insurance

$2M in assets, 11 participants

Everside Capital Partners, LLC's Everside Capital Partners, LLC Incentive Savings Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,882 in Finance & Insurance (8,869 peers)

Everside Capital Partners, LLC multi-year trail

Everside Capital Partners, LLC's plans moved +136.5% in assets from 2022 to 2024; this filing shows Everside Capital Partners, LLC Incentive Savings Plan at $2M / 11 participants.

#1,882
in Finance & Insurance (8,869 peers)
+51.5%
assets growth YoY

Everside Capital Partners, LLC Incentive Savings Plan among the smaller filed plans by assets

Everside Capital Partners, LLC Incentive Savings Plan vs every filed plan by assets

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

$2,099,762 31st percentile higher than 31% 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

Everside Capital Partners, LLC Incentive Savings 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. Everside Capital Partners, LLC Incentive Savings Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Everside Capital Partners, LLC Incentive Savings Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Everside Capital Partners, LLC Incentive Savings Plan reported participants rose from 8 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Everside Capital Partners, LLC Incentive Savings Plan reported net income rose from $519K in the plan year 2022 filing to $714K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 813409162 · Everside Capital Partners, LLC PY 2023 · 401(k)

Everside Capital Partners, LLC Incentive Savings Plan · $2M · 11 · 31st

  • IND $2M
  • EOY 11
  • 5500 31st
  • ASSETS 401(k)
  • PCT near Nri, Inc. Employee Profit Sharing Plan
  • EIN ind #1882

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 Finance & Insurance retirement plans → · Plans in New York →

Everside Capital Partners, LLC Incentive Savings Plan in the asset neighbourhood

Everside Capital Partners, LLC Incentive Savings PlanEverside Capital Partners, L…$2MNri, Inc. Employee Profit Sharing PlanNri, Inc. Employee Profit Sh…$2MWolstein Group 401(k) Profit Sharing Plan & TrustWolstein Group 401(k) Profit…$2MSkyline Steel, Inc. Retirement PlanSkyline Steel, Inc. Retireme…$2MCoin & Professional Equipment Co. 401(k) Profit Sharing PlanCoin & Professional Equipmen…$2M
End-of-year total assets ($M) among Everside Capital Partners, LLC Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Everside Capital Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Everside Capital Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 136.5151001262854% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.39M $3.28M ▲ +136.0%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 11 $2M
2024 1 16 $3M

Everside Capital Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$714K
Employer EIN813409162
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Everside Capital Partners, LLC Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Everside Capital Partners, LLC Incentive Savings Plan, Total assets ($B): 0.002099762 · Participants: 11Everside Capital Partners, LLC Incentive Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Everside Capital Partners, LLC Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Everside Capital Partners, LLC Incentive Savings Plan side-by-side with 3 peers →

Everside Capital Partners, LLC Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Nri, Inc. Employee Profit Sharing Plan in DC ($2M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Everside Capital Partners, LLC Incentive Savings Plan assets move in 2023? ▼
Everside Capital Partners, LLC Incentive Savings Plan surged - up 51.5% during 2023, from $1M to $2M. Reported net income was $714K.
How have Everside Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everside Capital Partners, LLC's sponsor-wide assets grew 136.5%, from $1M to $3M.
Which 401(k) plans are similar in size to Everside Capital Partners, LLC Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nri, Inc. Employee Profit Sharing Plan in DC ($2M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Everside Capital Partners, LLC Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 813409162.

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.