401(k) · DOL Form 5500 · 2023

Evo Transportation and Energy Services 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
2,827
Participants Above avg headcount
53rd
Percentile by assets National rank
$2,718
Avg per participant Low balance/head
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Official DOL plan name: Evo 401(k) Plan · Sponsored by Evo Transportation and Energy Services · Arizona · Transportation & Warehousing

$8M in assets, 2,827 participants

Evo Transportation and Energy Services's Evo 401(k) Plan reported $8M in total assets and 2,827 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,795 in Transportation & Warehousing (3,362 peers)

Coverage in Arizona

Evo 401(k) Plan covers 2,827 participants in Arizona, 5.0x the typical Arizona plan (state average ~564 per filing). Assets: $8M.

#1,795
in Transportation & Warehousing (3,362 peers)
-5.0%
assets change YoY

The plan reported a net loss of $400K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evo 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Evo 401(k) Plan vs every filed plan by assets

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

$7,682,703 Top 47% higher than 53% 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

Evo 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evo 401(k) Plan lands in the large band (2,827 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evo 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$400K in the plan year 2023 filing.
  • Evo 401(k) Plan reported participants rose from 1,890 in the plan year 2022 filing to 2,827 in the plan year 2023 filing.
  • Evo 401(k) Plan end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 833508235 · Evo Transportation and Energy Services PY 2023 · 401(k)

Evo 401(k) Plan · $8M · 2,827 · 53rd

  • 5500 $8M
  • 5500 2,827
  • 5500 53rd
  • 5500 401(k)
  • 5500 near Utility Tri-State 401(k) Plan
  • 5500 ind #1795

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 Transportation & Warehousing retirement plans → · Plans in Arizona →

Evo 401(k) Plan in the asset neighbourhood

Evo 401(k) Plan$8MUtility Tri-State 401(k) Plan$8MHyman Bros. of Midlothian 401(k) PlanHyman Bros. of Midlothian 40…$8MMccollum, Crowley, Moschet & Miller, Ltd. 401(k) PlanMccollum, Crowley, Moschet &…$8MAmerican Bank and Trust Company 401(k) Profit Sharing PlanAmerican Bank and Trust Comp…$8M
End-of-year total assets ($M) among Evo 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$400K
Employer EIN833508235
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evo Transportation and Energy Services)

Sponsor-wide plan assets over time

All Evo Transportation and Energy Services plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.8111628399530084% vs 2022
2024 filing year
$7.6M$7.8M$8M$8.2M 202220232024 $8.08M $7.78M ▼ -3.7%
Year Plans Participants Total Assets
2022 1 1,890 $8M
2023 1 2,827 $8M
2024 1 1,757 $8M

Nearby 401(k) Plans in Arizona

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

Evo 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -20246 Total assets ($B) Participants Evo 401(k) Plan, Total assets ($B): 0.007682703 · Participants: 2827Evo 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Evo 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Evo 401(k) Plan side-by-side with 3 peers →

Evo 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Utility Tri-State 401(k) Plan in OK ($8M); by covered participants it is Atlas Technical Consultants 401(k) Plan in TX (2,828 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,827 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 Evo 401(k) Plan assets move in 2023? ▼
Evo 401(k) Plan edged down modestly - down 5.0% during 2023, from $8M to $8M. Reported net income was -$400K.
How have Evo Transportation and Energy Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evo Transportation and Energy Services's sponsor-wide assets declined 3.8%, from $8M to $8M.
Which 401(k) plans are similar in size to Evo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utility Tri-State 401(k) Plan in OK ($8M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Evo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlas Technical Consultants 401(k) Plan in TX (2,828 participants, $227M 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 833508235.

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.