401(k) · DOL Form 5500 · 2023

Evolvehr V, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size: 2
Participants Small participant base: 77th
Percentile by assets National rank: $12.8M
Avg per participant High balance/head

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Official DOL plan name: Evolvehr Retirement Plan · Sponsored by Evolvehr V, Inc. · Illinois · Administrative & Support Services

$26M in assets, 2 participants

Evolvehr V, Inc.'s Evolvehr Retirement Plan reported $26M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

#3,856 in Administrative & Support Services (4,372 peers)

Where Evolvehr Retirement Plan sits by assets

Evolvehr Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 2 participants (~$12.8M/participant).

#3,856
in Administrative & Support Services (4,372 peers): $3M
reported net income: 0.3×
vs typical plan assets (national mean)

Evolvehr Retirement Plan's outsized position by total assets

Evolvehr Retirement Plan vs every filed plan by assets

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

$25,514,961 Top 23% higher than 77% 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

Evolvehr Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evolvehr Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 454287502 · Evolvehr V, Inc. PY 2023 · 401(k)

Evolvehr Retirement Plan · $26M · 2 · 77th

EIN $26M
EIN 2
EIN 77th
EIN 401(k)
EIN near Purolator International, Inc. 401(k) Retirement Plan
EIN ind #3856

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 Administrative & Support Services retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Evolvehr Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$26M
Net Income	$3M
Employer EIN	454287502
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Evolvehr V, Inc.)

Latest sponsor-wide plan assets: $41M 59.265228741678264% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	2	$26M
2024	1	230	$41M

Nearby 401(k) Plans in Illinois

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

Evolvehr Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Evolvehr Retirement Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Purolator International, Inc. 401(k) Retirement Plan in NY ($26M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Purolator International, Inc. 401(k) Retirement Plan (NY) $26M · 269
Cerebras Systems Inc 401(k) Plan (CA) $26M · 275
The Impac Mortgage Corp. 401(k) Savings Plan (CA) $26M · 127
Dynalec Corporation Profit Sharing 401(k) Plan (NY) $26M · 105

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 have Evolvehr V, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Evolvehr V, Inc.'s sponsor-wide assets grew 59.3%, from $26M to $41M.

Where does Evolvehr Retirement Plan rank by assets among Form 5500 filers? ▼

Evolvehr Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Evolvehr Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Purolator International, Inc. 401(k) Retirement Plan in NY ($26M, 269 participants).

Which 401(k) plans cover a similar participant headcount to Evolvehr Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 454287502.