401(k) · DOL Form 5500 · 2023

Evergreen Retirement Community, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
269
Participants Below avg headcount
62nd
Percentile by assets National rank
$43,836
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Retirement Community, Inc. 403(b) Plan · Sponsored by Evergreen Retirement Community, Inc. · Wisconsin · Healthcare & Social Assistance

$12M in assets, 269 participants

Evergreen Retirement Community, Inc.'s Evergreen Retirement Community, Inc. 403(b) Plan reported $12M in total assets and 269 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.

  • #11,950 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Evergreen Retirement Community, Inc. 403(b) Plan covers 269 participants in Wisconsin, about 48% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.

#11,950
in Healthcare & Social Assistance (17,684 peers)
+1.8%
assets growth YoY

Evergreen Retirement Community, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Evergreen Retirement Community, Inc. 403(b) Plan vs every filed plan by assets

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

$11,791,946 Top 38% higher than 62% 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 Retirement Community, Inc. 403(b) 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 Retirement Community, Inc. 403(b) Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Retirement Community, Inc. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $209K in the plan year 2023 filing.
  • Evergreen Retirement Community, Inc. 403(b) Plan reported participants fell from 286 in the plan year 2022 filing to 269 in the plan year 2023 filing.
  • Evergreen Retirement Community, Inc. 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391081800 · Evergreen Retirement Community, Inc. PY 2023 · 401(k)

Evergreen Retirement Community, Inc. 403(b) Plan · $12M · 269 · 62nd

  • PHOTO $12M
  • PHOTO 269
  • PHOTO 62nd
  • PHOTO 401(k)
  • PHOTO near Tempo, Inc. Employee Stock Ownership Plan and Trust
  • PHOTO ind #11950

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Evergreen Retirement Community, Inc. 403(b) Plan in the asset neighbourhood

Evergreen Retirement Community, Inc. 403(b) PlanEvergreen Retirement Communi…$12MTempo, Inc. Employee Stock Ownership Plan and TrustTempo, Inc. Employee Stock O…$12MArteris Ip 401(k) Plan$12MZestfinance, Inc. D/B/a Zest Ai 401(k) Profit Sharing Plan and TrustZestfinance, Inc. D/B/a Zest…$12MCrawford United 401(k) Plan$12M
End-of-year total assets ($M) among Evergreen Retirement Community, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$209K
Employer EIN391081800
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Retirement Community, Inc.)

Sponsor-wide plan assets over time

All Evergreen Retirement Community, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 5.21186666031229% vs 2022
2024 filing year
$11.4M$11.6M$11.8M$12M$12.2M$12.4M 202220232024 $11.6M $12.2M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 286 $12M
2023 1 269 $12M
2024 1 300 $12M

Nearby 401(k) Plans in Wisconsin

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

Evergreen Retirement Community, Inc. 403(b) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Evergreen Retirement Community, Inc. 403(b) Plan, Total assets ($B): 0.011791946 · Participants: 269Evergreen Retirement Community, Inc. 403(b) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Evergreen Retirement Community, Inc. 403(b) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Evergreen Retirement Community, Inc. 403(b) Plan side-by-side with 3 peers →

Evergreen Retirement Community, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tempo, Inc. Employee Stock Ownership Plan and Trust in TX ($12M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Retirement Community, Inc. 403(b) Plan assets move in 2023? ▼
Evergreen Retirement Community, Inc. 403(b) Plan edged up modestly - up 1.8% during 2023, from $12M to $12M. Reported net income was $209K.
How have Evergreen Retirement Community, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Retirement Community, Inc.'s sponsor-wide assets grew 5.2%, from $12M to $12M.
Which 401(k) plans are similar in size to Evergreen Retirement Community, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tempo, Inc. Employee Stock Ownership Plan and Trust in TX ($12M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Retirement Community, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants, $11M 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 391081800.

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.