401(k) · DOL Form 5500 · 2023

Evergreen Family Medicine, P.C. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
234
Participants Below avg headcount
64th
Percentile by assets National rank
$55,837
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Evergreen Family Medicine, P.C. 401(k) Plan · Sponsored by Evergreen Family Medicine, P.C. · Oregon · Healthcare & Social Assistance

$13M in assets, 234 participants

Evergreen Family Medicine, P.C.'s Evergreen Family Medicine, P.C. 401(k) Plan reported $13M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,308 in Healthcare & Social Assistance (17,684 peers)

Evergreen Family Medicine, P.C. multi-year trail

Evergreen Family Medicine, P.C.'s plans moved +78.9% in assets from 2022 to 2024; this filing shows Evergreen Family Medicine, P.C. 401(k) Plan at $13M / 234 participants.

#12,308
in Healthcare & Social Assistance (17,684 peers)
+34.1%
assets growth YoY

Evergreen Family Medicine, P.C. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Evergreen Family Medicine, P.C. 401(k) Plan vs every filed plan by assets

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

$13,065,764 Top 36% higher than 64% 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 Family Medicine, P.C. 401(k) 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 Family Medicine, P.C. 401(k) Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Family Medicine, P.C. 401(k) Plan reported net income rose from $41K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Evergreen Family Medicine, P.C. 401(k) Plan reported participants rose from 171 in the plan year 2022 filing to 234 in the plan year 2023 filing.
  • Evergreen Family Medicine, P.C. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 931200207 · Evergreen Family Medicine, P.C. PY 2023 · 401(k)

Evergreen Family Medicine, P.C. 401(k) Plan · $13M · 234 · 64th

  • EIN $13M
  • EIN 234
  • EIN 64th
  • EIN 401(k)
  • EIN near Smartcomms, LLC 401(k) Profit Sharing Plan
  • EIN ind #12308

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Evergreen Family Medicine, P.C. 401(k) Plan in the asset neighbourhood

Evergreen Family Medicine, P.C. 401(k) PlanEvergreen Family Medicine, P…$13MSmartcomms, LLC 401(k) Profit Sharing PlanSmartcomms, LLC 401(k) Profi…$13MYamamoto of Orient, Inc. Shared Savings PlanYamamoto of Orient, Inc. Sha…$13MEmployment Services 401(k) PlanEmployment Services 401(k) P…$13MRainbow Tree Company 401(k) PlanRainbow Tree Company 401(k) …$13M
End-of-year total assets ($M) among Evergreen Family Medicine, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Evergreen Family Medicine, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Evergreen Family Medicine, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 78.86219942010084% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.74M $17.4M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 171 $10M
2023 1 234 $13M
2024 1 256 $17M

Evergreen Family Medicine, P.C. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN931200207
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Evergreen Family Medicine, P.C. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Evergreen Family Medicine, P.C. 401(k) Plan, Total assets ($B): 0.013065764 · Participants: 234Evergreen Family Medicine, P.C. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Evergreen Family Medicine, P.C. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Evergreen Family Medicine, P.C. 401(k) Plan side-by-side with 3 peers →

Evergreen Family Medicine, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Smartcomms, LLC 401(k) Profit Sharing Plan in TX ($13M); by covered participants it is Toyo Automotive 401(k) Plan in KY (234 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Family Medicine, P.C. 401(k) Plan assets move in 2023? ▼
Evergreen Family Medicine, P.C. 401(k) Plan surged - up 34.1% during 2023, from $10M to $13M. Reported net income was $3M.
How have Evergreen Family Medicine, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Family Medicine, P.C.'s sponsor-wide assets grew 78.9%, from $10M to $17M.
Which 401(k) plans are similar in size to Evergreen Family Medicine, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smartcomms, LLC 401(k) Profit Sharing Plan in TX ($13M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Family Medicine, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toyo Automotive 401(k) Plan in KY (234 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 931200207.

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.