401(k) · DOL Form 5500 · 2023
Evereve Incorporated 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 465
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $27,619
- Avg per participant Low balance/head
Official DOL plan name: Evereve 401(k) Plan · Sponsored by Evereve Incorporated · Minnesota · Retail Trade
$13M in assets, 465 participants
Evereve Incorporated's Evereve 401(k) Plan reported $13M in total assets and 465 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.
- #6,279 in Retail Trade (8,414 peers)
Coverage in Minnesota
Evereve 401(k) Plan covers 465 participants in Minnesota, about 41% of the average Minnesota filer (state average ~1,126 per filing). Assets: $13M.
- #6,279
- in Retail Trade (8,414 peers)
- +44.8%
- assets growth YoY
Evereve 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Evereve 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,842,763 Top 36% higher than 64% 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
Evereve 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. Evereve 401(k) Plan sits mid-pack in the medium band (465 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Evereve 401(k) Plan reported net income rose from -$185K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Evereve 401(k) Plan reported participants rose from 313 in the plan year 2022 filing to 465 in the plan year 2023 filing.
- Evereve 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 562395766 · Evereve Incorporated PY 2023 · 401(k)
Evereve 401(k) Plan · $13M · 465 · 64th
- IND $13M
- EOY 465
- 5500 64th
- ASSETS 401(k)
- PCT near Boka Powell, LLC. 401(k) Plan
- EIN ind #6279
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 Minnesota →
Evereve 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $4M |
| Employer EIN | 562395766 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evereve Incorporated)
Sponsor-wide plan assets over time
All Evereve Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 92.77182805018498% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 313 | $9M |
| 2023 | 1 | 465 | $13M |
| 2024 | 1 | 585 | $17M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Evereve 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Boka Powell, LLC. 401(k) Plan in TX ($13M); by covered participants it is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Boka Powell, LLC. 401(k) Plan (TX) $13M · 112
- The Tire Guys 401(k) Plan (MT) $13M · 253
- Mullen Coughlin 401(k) (PA) $13M · 205
- Hef-USA, Inc 401(k) Plan (OH) $13M · 358
Similar participant headcount
Nearest other-state filings by covered participants (465 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.