401(k) · DOL Form 5500 · 2023

Everence Services, LLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
383
Participants Below avg headcount
87th
Percentile by assets National rank
$148,942
Avg per participant Above avg balance/head
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Official DOL plan name: Everence Services, LLC 401(k) Plan · Sponsored by Everence Services, LLC · Indiana · Professional & Technical Services

$57M in assets, 383 participants

Everence Services, LLC's Everence Services, LLC 401(k) Plan reported $57M in total assets and 383 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,873 in Professional & Technical Services (20,321 peers)

Where Everence Services, LLC 401(k) Plan sits by assets

Everence Services, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 383 participants (~$148,942/participant), up 15.5% in 2023.

#17,873
in Professional & Technical Services (20,321 peers)
+15.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Everence Services, LLC 401(k) Plan's outsized position by total assets

Everence Services, LLC 401(k) Plan vs every filed plan by assets

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

$57,044,842 Top 13% higher than 87% 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

Everence Services, LLC 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. Everence Services, LLC 401(k) Plan sits mid-pack in the medium band (383 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Everence Services, LLC 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Everence Services, LLC 401(k) Plan end-of-year assets rose from $49M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Everence Services, LLC 401(k) Plan reported participants rose from 379 in the plan year 2022 filing to 383 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351962055 · Everence Services, LLC PY 2023 · 401(k)

Everence Services, LLC 401(k) Plan · $57M · 383 · 87th

  • EOY $57M
  • EOY 383
  • EOY 87th
  • EOY 401(k)
  • EOY near Mythics, LLC. Retirement Plan
  • EOY ind #17873

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 Indiana →

Everence Services, LLC 401(k) Plan in the asset neighbourhood

Impinj, Inc. 401(k) Plan$57MPrecise Systems, Inc. 401(k) PlanPrecise Systems, Inc. 401(k)…$57MEverence Services, LLC 401(k) PlanEverence Services, LLC 401(k…$57MMythics, LLC. Retirement Plan$57MKaiser 401(k) Profit Sharing PlanKaiser 401(k) Profit Sharing…$57M
End-of-year total assets ($M) among Everence Services, LLC 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)$49M
Net Assets (End of Year)$57M
Net Income$8M
Employer EIN351962055
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everence Services, LLC)

Sponsor-wide plan assets over time

All Everence Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 24.21685462938118% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.4M $61.4M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 379 $49M
2023 1 383 $57M
2024 1 383 $61M

Nearby 401(k) Plans in Indiana

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

Everence Services, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Everence Services, LLC 401(k) Plan, Total assets ($B): 0.057044842 · Participants: 383Everence Services, LLC 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
Everence Services, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Everence Services, LLC 401(k) Plan side-by-side with 3 peers →

Everence Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Mythics, LLC. Retirement Plan in VA ($57M); by covered participants it is Roundtower Technologies 401(k) Plan in OH (383 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Everence Services, LLC 401(k) Plan assets move in 2023? ▼
Everence Services, LLC 401(k) Plan grew sharply - up 15.5% during 2023, from $49M to $57M. Reported net income was $8M.
How have Everence Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everence Services, LLC's sponsor-wide assets grew 24.2%, from $49M to $61M.
Where does Everence Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Everence Services, LLC 401(k) Plan ranks in the 87th 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 Everence Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mythics, LLC. Retirement Plan in VA ($57M, 359 participants).
Which 401(k) plans cover a similar participant headcount to Everence Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roundtower Technologies 401(k) Plan in OH (383 participants, $10M 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 351962055.

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.