401(k) · DOL Form 5500 · 2023

Everett Group LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
260
Participants Below avg headcount
69th
Percentile by assets National rank
$62,830
Avg per participant Low balance/head
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Official DOL plan name: Everett Group LLC 401(k) Profit Sharing Plan · Sponsored by Everett Group LLC · Arkansas · Retail Trade

$16M in assets, 260 participants

Everett Group LLC's Everett Group LLC 401(k) Profit Sharing Plan reported $16M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,697 in Retail Trade (8,414 peers)

Coverage in Arkansas

Everett Group LLC 401(k) Profit Sharing Plan covers 260 participants in Arkansas, about 9% of the average Arkansas filer (state average ~2,784 per filing). Assets: $16M.

#6,697
in Retail Trade (8,414 peers)
+22.2%
assets growth YoY

Everett Group LLC 401(k) Profit Sharing Plan's outsized position by total assets

Everett Group LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,335,837 Top 31% higher than 69% 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

Everett Group LLC 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. Everett Group LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Everett Group LLC 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Everett Group LLC 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Everett Group LLC 401(k) Profit Sharing Plan reported participants fell from 264 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205693520 · Everett Group LLC PY 2023 · 401(k)

Everett Group LLC 401(k) Profit Sharing Plan · $16M · 260 · 69th

  • TYPE $16M
  • TYPE 260
  • TYPE 69th
  • TYPE 401(k)
  • TYPE near E&s Ring Management Corporation 401(k) Plan
  • TYPE ind #6697

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 Retail Trade retirement plans → · Plans in Arkansas →

Everett Group LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Everett Group LLC 401(k) Profit Sharing PlanEverett Group LLC 401(k) Pro…$16ME&s Ring Management Corporation 401(k) PlanE&s Ring Management Corporat…$16MSigvaris, Inc. 401(k) Plan$16MImagine the Possibilities, Inc. 401(k) PlanImagine the Possibilities, I…$16MCleary Employees Savings and Retirement PlanCleary Employees Savings and…$16M
End-of-year total assets ($M) among Everett Group LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arkansas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN205693520
Plan Effective Date2008-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Everett Group LLC)

Sponsor-wide plan assets over time

All Everett Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 46.88530987821704% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.4M $19.6M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 264 $13M
2023 1 260 $16M
2024 1 268 $20M

Nearby 401(k) Plans in Arkansas

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

Everett Group LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Everett Group LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.016335837 · Participants: 260Everett Group LLC 401(k) Profit Sharing PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Everett Group LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Everett Group LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Everett Group LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is E&s Ring Management Corporation 401(k) Plan in CA ($16M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Everett Group LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Everett Group LLC 401(k) Profit Sharing Plan grew sharply - up 22.2% during 2023, from $13M to $16M. Reported net income was $3M.
How have Everett Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everett Group LLC's sponsor-wide assets grew 46.9%, from $13M to $20M.
Which 401(k) plans are similar in size to Everett Group LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is E&s Ring Management Corporation 401(k) Plan in CA ($16M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Everett Group LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants, $7M 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 205693520.

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.