401(k) · DOL Form 5500 · 2023
Everett Chevrolet, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 190
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $23,042
- Avg per participant Low balance/head
Official DOL plan name: Everett Chevrolet, Inc. Retirement Savings Plan · Sponsored by Everett Chevrolet, Inc. · North Carolina · Retail Trade
$4M in assets, 190 participants
Everett Chevrolet, Inc.'s Everett Chevrolet, Inc. Retirement Savings Plan reported $4M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #4,425 in Retail Trade (8,414 peers)
Coverage in North Carolina
Everett Chevrolet, Inc. Retirement Savings Plan covers 190 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.
- #4,425
- in Retail Trade (8,414 peers)
- +27.8%
- assets growth YoY
Everett Chevrolet, Inc. Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers
Everett Chevrolet, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,377,917 42nd percentile higher than 42% 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
Everett Chevrolet, Inc. Retirement Savings 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 Chevrolet, Inc. Retirement Savings Plan sits mid-pack in the medium band (190 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Everett Chevrolet, Inc. Retirement Savings Plan reported net income rose from -$250K in the plan year 2022 filing to $951K in the plan year 2023 filing.
- Everett Chevrolet, Inc. Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Everett Chevrolet, Inc. Retirement Savings Plan reported participants rose from 166 in the plan year 2022 filing to 190 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560890670 · Everett Chevrolet, Inc. PY 2023 · 401(k)
Everett Chevrolet, Inc. Retirement Savings Plan · $4M · 190 · 42nd
- EOY $4M
- 5500 190
- ASSETS 42nd
- PCT 401(k)
- EIN near Avertest 401(k) Plan
- RANK ind #4425
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 North Carolina →
Everett Chevrolet, Inc. Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $951K |
| Employer EIN | 560890670 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Everett Chevrolet, Inc.)
Sponsor-wide plan assets over time
All Everett Chevrolet, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 55.91921036142349% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $3M |
| 2023 | 1 | 190 | $4M |
| 2024 | 1 | 209 | $5M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Everett Chevrolet, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Avertest 401(k) Plan in VA ($4M); by covered participants it is Nextpoint Group, LLC 401(k) Plan in VA (190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.
- Nextpoint Group, LLC 401(k) Plan (VA) 190 · 0 off
- Bridgeman Civil, Inc. 401(k) Profit Sharing Plan (VA) 190 · 0 off
- Appspace 401(k) Plan (FL) 190 · 0 off
- Schoeneck Containers, Inc. 401(k) Plan (WI) 190 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.