401(k)
2023 plan-year 401(k) DOL Form 5500

DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

DAVID EVANS ENTERPRISES, INC.

This 401(k) plan holds $224M in total assets and serves 1,005 participants as of 2023. It is sponsored by DAVID EVANS ENTERPRISES, INC. in Oregon. The plan reported positive net income of $28M for the year.

Total Assets (2023)
$224M
Participants
1,005
State
Industry
Professional & Technical Services

What the Filing Says About DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN

DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN is a 401(k) retirement plan sponsored by DAVID EVANS ENTERPRISES, INC., headquartered in Oregon. As of the 2023 Form 5500 filing, the plan reports $224M in total end-of-year assets and covers 1,005 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 205545517, and the plan has been effective since 1978-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $196M at the beginning of 2023 to $224M at year-end — a gain of 14.4%. Net assets (after liabilities) closed the year at $224M, with reported net income of $28M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$196M
Total Assets (End of Year)$224M
Net Assets (End of Year)$224M
Net Income$28M
Plan Type401(k)
Employer EIN205545517
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (DAVID EVANS ENTERPRISES, INC.)

Year Plans Participants Total Assets
2022 1 1,199 $196M
2023 1 1,005 $224M
2024 1 1,080 $273M

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Frequently Asked Questions

How much money is in the DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN?
As of the 2023 Form 5500 filing, DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN holds $224M in total assets with 1,005 participants. It is sponsored by DAVID EVANS ENTERPRISES, INC..
What type of plan is DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN?
DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN is a 401(k) plan. It has been effective since 1978-01-01. The plan is filed with the U.S. Department of Labor under EIN 205545517.
Who sponsors the DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN?
DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN is sponsored by DAVID EVANS ENTERPRISES, INC., located in Oregon. The sponsor's EIN is 205545517 and the plan operates in the Professional & Technical Services industry.
How did DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN perform in 2023?
DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN grew by 14.4% during 2023, moving from $196M to $224M in total assets. Net income was $28M.
Where can I find official filings for DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN?
Official Form 5500 filings for DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 205545517 or plan name at efast.dol.gov.
How does DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN compare to other plans?
You can compare DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 205545517.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.