401(k) · DOL Form 5500 · 2023

Everwise Credit Union 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
746
Participants Near avg headcount
91st
Percentile by assets National rank
$122,402
Avg per participant Near avg balance/head
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Official DOL plan name: Everwise Credit Union 401(k) Plan · Sponsored by Everwise Credit Union · Indiana · Finance & Insurance

$91M in assets, 746 participants

Everwise Credit Union's Everwise Credit Union 401(k) Plan reported $91M in total assets and 746 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,595 in Finance & Insurance (8,869 peers)

Where Everwise Credit Union 401(k) Plan sits by assets

Everwise Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $91M for 746 participants (~$122,402/participant), up 12.3% in 2023.

#7,595
in Finance & Insurance (8,869 peers)
+12.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Everwise Credit Union 401(k) Plan's outsized position by total assets

Everwise Credit Union 401(k) Plan vs every filed plan by assets

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

$91,311,546 Top 9% higher than 91% 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

Everwise Credit Union 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. Everwise Credit Union 401(k) Plan sits mid-pack in the medium band (746 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Everwise Credit Union 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Everwise Credit Union 401(k) Plan end-of-year assets rose from $81M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Everwise Credit Union 401(k) Plan reported participants fell from 764 in the plan year 2022 filing to 746 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350702986 · Everwise Credit Union PY 2023 · 401(k)

Everwise Credit Union 401(k) Plan · $91M · 746 · 91st

  • VS-ST $91M
  • BOY 746
  • SCH 91st
  • EBSA 401(k)
  • PART near Giorgio Companies Profit Sharing & 401(k) Plan
  • TYPE ind #7595

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 Indiana →

Everwise Credit Union 401(k) Plan in the asset neighbourhood

Msh US Payroll 401(k) Retirement PlanMsh US Payroll 401(k) Retire…$91MGtp Savings Plan$91MEverwise Credit Union 401(k) PlanEverwise Credit Union 401(k)…$91MGiorgio Companies Profit Sharing & 401(k) PlanGiorgio Companies Profit Sha…$91MChugach Electric Association, Inc. Employees 401(k) PlanChugach Electric Association…$91M
End-of-year total assets ($M) among Everwise Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$91M
Net Income$10M
Employer EIN350702986
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everwise Credit Union)

Sponsor-wide plan assets over time

All Everwise Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$94M 15.80836562584835% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $81.3M $94.1M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 764 $81M
2023 1 746 $91M
2024 1 770 $94M

Nearby 401(k) Plans in Indiana

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

Everwise Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Everwise Credit Union 401(k) Plan, Total assets ($B): 0.091311546 · Participants: 746Everwise Credit Union 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Everwise Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Everwise Credit Union 401(k) Plan side-by-side with 3 peers →

Everwise Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Giorgio Companies Profit Sharing & 401(k) Plan in PA ($91M); by covered participants it is The Palace 401(k) Plan in FL (746 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (746 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 Everwise Credit Union 401(k) Plan assets move in 2023? ▼
Everwise Credit Union 401(k) Plan grew at a solid clip - up 12.3% during 2023, from $81M to $91M. Reported net income was $10M.
How have Everwise Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everwise Credit Union's sponsor-wide assets grew 15.8%, from $81M to $94M.
Where does Everwise Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Everwise Credit Union 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Everwise Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Giorgio Companies Profit Sharing & 401(k) Plan in PA ($91M, 2,445 participants).
Which 401(k) plans cover a similar participant headcount to Everwise Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Palace 401(k) Plan in FL (746 participants, $8M 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 350702986.

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.