401(k) · DOL Form 5500 · 2023

Evolvehr V, Inc. 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
2
Participants
77th
Percentile by assets
$12.8M
Avg per participant
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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.

  • 77th percentile by assets (of 127,072 plans)
  • #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).

$26M
total plan assets (2023 EOY)
2
covered participants
77th
percentile by assets (of 127,072 plans)
$12.8M
avg assets per participant

Where Evolvehr Retirement Plan sits 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

This plan $0 $2,010,000,000 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

Evolvehr Retirement Plan vs the 2023 asset distribution

By assets, Evolvehr Retirement Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN454287502
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evolvehr V, Inc.)

$20M$25M$30M$35M$40M$45M 20232024 $25.5M $40.6M ▲ +59.3%
Total plan assets by year, all Evolvehr V, Inc. plans on file
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

Evolvehr Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Evolvehr Retirement …Accenture United Sta…State Farm 401(k) Sa…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
Evolvehr Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Evolvehr Retirement Plan by total assets, not by location.

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).

Scale reading

Ways to act on Evolvehr Retirement Plan's numbers.