401(k) · DOL Form 5500 · 2023

Evergreen Senior Management LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
724
Participants Near avg headcount
56th
Percentile by assets National rank
$12,255
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Senior Management LLC 401(k) Plan · Sponsored by Evergreen Senior Management LLC · Pennsylvania · Healthcare & Social Assistance

$9M in assets, 724 participants

Evergreen Senior Management LLC's Evergreen Senior Management LLC 401(k) Plan reported $9M in total assets and 724 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,896 in Healthcare & Social Assistance (17,684 peers)

Evergreen Senior Management LLC multi-year trail

Evergreen Senior Management LLC's plans moved +25.9% in assets from 2022 to 2024; this filing shows Evergreen Senior Management LLC 401(k) Plan at $9M / 724 participants.

#10,896
in Healthcare & Social Assistance (17,684 peers)
+17.0%
assets growth YoY

Evergreen Senior Management LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Evergreen Senior Management LLC 401(k) Plan vs every filed plan by assets

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

$8,872,829 Top 44% higher than 56% 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 Senior Management LLC 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 Senior Management LLC 401(k) Plan sits mid-pack in the medium band (724 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Senior Management LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Evergreen Senior Management LLC 401(k) Plan reported participants fell from 960 in the plan year 2022 filing to 724 in the plan year 2023 filing.
  • Evergreen Senior Management LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463140763 · Evergreen Senior Management LLC PY 2023 · 401(k)

Evergreen Senior Management LLC 401(k) Plan · $9M · 724 · 56th

  • EOY $9M
  • 5500 724
  • ASSETS 56th
  • PCT 401(k)
  • EIN near Parks Motors 401(k) Plan
  • RANK ind #10896

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 Pennsylvania →

Evergreen Senior Management LLC 401(k) Plan in the asset neighbourhood

Evergreen Senior Management LLC 401(k) PlanEvergreen Senior Management …$9MParks Motors 401(k) Plan$9MWatertronics 401(k) Plan$9MSutton Transport, Inc. 401(k) PlanSutton Transport, Inc. 401(k…$9MCommunity Dental Partners 401(k) PlanCommunity Dental Partners 40…$9M
End-of-year total assets ($M) among Evergreen Senior Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Evergreen Senior Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Evergreen Senior Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 25.88323906507056% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.58M $9.54M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 960 $8M
2023 1 724 $9M
2024 1 895 $10M

Evergreen Senior Management LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN463140763
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Evergreen Senior Management LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Evergreen Senior Management LLC 401(k) Plan, Total assets ($B): 0.008872829 · Participants: 724Evergreen Senior Management LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Evergreen Senior Management LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Evergreen Senior Management LLC 401(k) Plan side-by-side with 3 peers →

Evergreen Senior Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Parks Motors 401(k) Plan in FL ($9M); by covered participants it is E & E 401(k) & Profit Sharing Plan in CA (724 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (724 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 Senior Management LLC 401(k) Plan assets move in 2023? ▼
Evergreen Senior Management LLC 401(k) Plan grew sharply - up 17.0% during 2023, from $8M to $9M. Reported net income was $1M.
How have Evergreen Senior Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Senior Management LLC's sponsor-wide assets grew 25.9%, from $8M to $10M.
Which 401(k) plans are similar in size to Evergreen Senior Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Parks Motors 401(k) Plan in FL ($9M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Senior Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E & E 401(k) & Profit Sharing Plan in CA (724 participants, $34M 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 463140763.

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.