401(k) · DOL Form 5500 · 2023
Evergreen Shipping Agency (America) Corporation 401(k) Plan
Data updated 2026-08-25
- $187M
- Total assets Near avg plan size
- 350
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $535,467
- Avg per participant High balance/head
Official DOL plan name: Ega 401(k) Profit Sharing Plan · Sponsored by Evergreen Shipping Agency (America) Corporation · New Jersey · Transportation & Warehousing
$187M in assets, 350 participants
Evergreen Shipping Agency (America) Corporation's Ega 401(k) Profit Sharing Plan reported $187M in total assets and 350 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,126 in Transportation & Warehousing (3,362 peers)
Coverage in New Jersey
Ega 401(k) Profit Sharing Plan covers 350 participants in New Jersey, about 41% of the average New Jersey filer (state average ~844 per filing). Assets: $187M.
- #3,126
- in Transportation & Warehousing (3,362 peers)
- +13.4%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Ega 401(k) Profit Sharing Plan's outsized position by total assets
Ega 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$187,413,346 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ega 401(k) 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. Ega 401(k) Profit Sharing Plan sits mid-pack in the medium band (350 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ega 401(k) Profit Sharing Plan reported net income rose from -$30M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Ega 401(k) Profit Sharing Plan end-of-year assets rose from $165M in the plan year 2022 filing to $187M in the plan year 2023 filing.
- Ega 401(k) Profit Sharing Plan reported participants rose from 344 in the plan year 2022 filing to 350 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 133373601 · Evergreen Shipping Agency (America) Corporation PY 2023 · 401(k)
Ega 401(k) Profit Sharing Plan · $187M · 350 · 94th
- ASSETS $187M
- ASSETS 350
- ASSETS 94th
- ASSETS 401(k)
- ASSETS near Zeus 401(k) Plan
- ASSETS ind #3126
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 Transportation & Warehousing retirement plans → · Plans in New Jersey →
Ega 401(k) Profit Sharing Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $187M |
| Net Income | $22M |
| Employer EIN | 133373601 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evergreen Shipping Agency (America) Corporation)
Sponsor-wide plan assets over time
All Evergreen Shipping Agency (America) Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $317M 22.311374005371718% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 688 | $259M |
| 2023 | 2 | 700 | $295M |
| 2024 | 2 | 723 | $317M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Ega 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Zeus 401(k) Plan in SC ($187M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($187M here).
- Zeus 401(k) Plan (SC) $187M · 1,814
- Chatham Financial Corporation 401(k) Plan (PA) $187M · 569
- Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) (VA) $187M · 527
- Applied Medical Resources Corporation 401(k) Plan (CA) $187M · 4,119
Similar participant headcount
Nearest other-state filings by covered participants (350 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.