401(k) · DOL Form 5500 · 2023

Evergreen Natural Resources LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
181
Participants Below avg headcount
30th
Percentile by assets National rank
$10,615
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Natural Resources 401(k) and Profit Sharing Plan · Sponsored by Evergreen Natural Resources LLC · Colorado · Mining & Oil Extraction

$2M in assets, 181 participants

Evergreen Natural Resources LLC's Evergreen Natural Resources 401(k) and Profit Sharing Plan reported $2M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #87 in Mining & Oil Extraction (811 peers)

Coverage in Colorado

Evergreen Natural Resources 401(k) and Profit Sharing Plan covers 181 participants in Colorado, about 48% of the average Colorado filer (state average ~376 per filing). Assets: $2M.

#87
in Mining & Oil Extraction (811 peers)
+35.9%
assets growth YoY

Evergreen Natural Resources 401(k) and Profit Sharing Plan among the smaller filed plans by assets

Evergreen Natural Resources 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$1,921,285 30th percentile higher than 30% 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 Natural Resources 401(k) and 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 Natural Resources 401(k) and Profit Sharing Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Natural Resources 401(k) and Profit Sharing Plan reported net income rose from -$5K in the plan year 2022 filing to $508K in the plan year 2023 filing.
  • Evergreen Natural Resources 401(k) and Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Evergreen Natural Resources 401(k) and Profit Sharing Plan reported participants rose from 166 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611865850 · Evergreen Natural Resources LLC PY 2023 · 401(k)

Evergreen Natural Resources 401(k) and Profit Sharing Plan · $2M · 181 · 30th

  • BOOK $2M
  • VS-ST 181
  • BOY 30th
  • SCH 401(k)
  • EBSA near Western Management LLC 401(k) Profit Sharing Plan & Trust
  • PART ind #87

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 Mining & Oil Extraction retirement plans → · Plans in Colorado →

Evergreen Natural Resources 401(k) and Profit Sharing Plan in the asset neighbourhood

Evergreen Natural Resources 401(k) and Profit Sharing PlanEvergreen Natural Resources …$2MWestern Management LLC 401(k) Profit Sharing Plan & TrustWestern Management LLC 401(k…$2MMichael J. Mcinerney Profit Sharing PlanMichael J. Mcinerney Profit …$2MMirac, LLC Retirement Plan$2MWilliam a Truban Jr PC 401(k) Profit Sharing PlanWilliam a Truban Jr PC 401(k…$2M
End-of-year total assets ($M) among Evergreen Natural Resources 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$508K
Employer EIN611865850
Plan Effective Date2018-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Natural Resources LLC)

Sponsor-wide plan assets over time

All Evergreen Natural Resources LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 48.519604548750515% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.41M $2.1M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 166 $1M
2023 1 181 $2M
2024 1 150 $2M

Nearby 401(k) Plans in Colorado

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

Evergreen Natural Resources 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Evergreen Natural Resources 401(k) and Profit Sharing Plan, Total assets ($B): 0.001921285 · Participants: 181Evergreen Natural Resources 401(k) and Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Evergreen Natural Resources 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Evergreen Natural Resources 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Evergreen Natural Resources 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Western Management LLC 401(k) Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Natural Resources 401(k) and Profit Sharing Plan assets move in 2023? ▼
Evergreen Natural Resources 401(k) and Profit Sharing Plan surged - up 35.9% during 2023, from $1M to $2M. Reported net income was $508K.
How have Evergreen Natural Resources LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Natural Resources LLC's sponsor-wide assets grew 48.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Evergreen Natural Resources 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Management LLC 401(k) Profit Sharing Plan & Trust in CA ($2M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Natural Resources 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 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 611865850.

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.