401(k) · DOL Form 5500 · 2023

Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
616
Participants Below avg headcount
87th
Percentile by assets National rank
$95,071
Avg per participant Below avg balance/head
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Official DOL plan name: Security Plus Retirement Savings Plan · Sponsored by Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans · Washington · Finance & Insurance

$59M in assets, 616 participants

Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans's Security Plus Retirement Savings Plan reported $59M in total assets and 616 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,103 in Finance & Insurance (8,869 peers)

Coverage in Washington

Security Plus Retirement Savings Plan covers 616 participants in Washington, about 42% of the average Washington filer (state average ~1,476 per filing). Assets: $59M.

#7,103
in Finance & Insurance (8,869 peers)
+4.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Security Plus Retirement Savings Plan's outsized position by total assets

Security Plus Retirement Savings Plan vs every filed plan by assets

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

$58,563,764 Top 13% higher than 87% 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

Security Plus Retirement Savings 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. Security Plus Retirement Savings Plan sits mid-pack in the medium band (616 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Security Plus Retirement Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Security Plus Retirement Savings Plan reported participants fell from 829 in the plan year 2022 filing to 616 in the plan year 2023 filing.
  • Security Plus Retirement Savings Plan end-of-year assets rose from $56M in the plan year 2022 filing to $59M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911374387 · Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans PY 2023 · 401(k)

Security Plus Retirement Savings Plan · $59M · 616 · 87th

  • BOY $59M
  • BOY 616
  • BOY 87th
  • BOY 401(k)
  • BOY near Trapac 401(k) & Retirement Plan
  • BOY ind #7103

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 Finance & Insurance retirement plans → · Plans in Washington →

Security Plus Retirement Savings Plan in the asset neighbourhood

Trapac 401(k) & Retirement PlanTrapac 401(k) & Retirement P…$59MCentral Ohio Hospitalists, Inc. 401(k) PlanCentral Ohio Hospitalists, I…$59MSilgan Dispensing Systems Retirement Savings PlanSilgan Dispensing Systems Re…$59MRanger Energy Services 401(k) PlanRanger Energy Services 401(k…$59MSecurity Plus Retirement Savings PlanSecurity Plus Retirement Sav…$59M
End-of-year total assets ($M) among Security Plus Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$59M
Net Income$2M
Employer EIN911374387
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans)

Sponsor-wide plan assets over time

All Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans plans reported in each filing year

Latest sponsor-wide plan assets
$61M 8.373648611162448% vs 2022
2024 filing year
$54M$56M$58M$60M$62M 202220232024 $56.2M $60.9M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 829 $56M
2023 1 616 $59M
2024 1 441 $61M

Nearby 401(k) Plans in Washington

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

Security Plus Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Security Plus Retirement Savings Plan, Total assets ($B): 0.058563764 · Participants: 616Security Plus Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Security Plus Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Security Plus Retirement Savings Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Trapac 401(k) & Retirement Plan in CA ($59M); by covered participants it is Th Plastics 401(k) Profit Sharing Plan in MI (616 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (616 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 Security Plus Retirement Savings Plan assets move in 2023? ▼
Security Plus Retirement Savings Plan edged up modestly - up 4.3% during 2023, from $56M to $59M. Reported net income was $2M.
How have Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans's sponsor-wide assets grew 8.4%, from $56M to $61M.
Where does Security Plus Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Security Plus Retirement Savings Plan ranks in the 87th 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 Security Plus Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trapac 401(k) & Retirement Plan in CA ($59M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Security Plus Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Th Plastics 401(k) Profit Sharing Plan in MI (616 participants, $18M 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 911374387.

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.