Other · DOL Form 5500 · 2023

Evergreen Treatment Services Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
308
Participants Below avg headcount
60th
Percentile by assets National rank
$35,384
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Treatment Services 403(b) Plan · Sponsored by Evergreen Treatment Services · Washington · Healthcare & Social Assistance

$11M in assets, 308 participants

Evergreen Treatment Services's Evergreen Treatment Services 403(b) Plan reported $11M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,665 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Evergreen Treatment Services 403(b) Plan covers 308 participants in Washington, about 21% of the average Washington filer (state average ~1,476 per filing). Assets: $11M.

#11,665
in Healthcare & Social Assistance (17,684 peers)
+30.7%
assets growth YoY

Evergreen Treatment Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Evergreen Treatment Services 403(b) Plan vs every filed plan by assets

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

$10,898,301 Top 40% higher than 60% 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 Treatment Services 403(b) 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 Treatment Services 403(b) Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Treatment Services 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Evergreen Treatment Services 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Evergreen Treatment Services 403(b) Plan reported participants rose from 294 in the plan year 2022 filing to 308 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 910903529 · Evergreen Treatment Services PY 2023 · Other

Evergreen Treatment Services 403(b) Plan · $11M · 308 · 60th

  • EBSA $11M
  • EBSA 308
  • EBSA 60th
  • EBSA Other
  • EBSA near Montana State University Foundation 403(b) DC Plan
  • EBSA ind #11665

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 Washington →

Evergreen Treatment Services 403(b) Plan in the asset neighbourhood

Evergreen Treatment Services 403(b) PlanEvergreen Treatment Services…$11MMontana State University Foundation 403(b) DC PlanMontana State University Fou…$11M403(b) Thrift Plan for Employees of Health Choice Network, Inc.403(b) Thrift Plan for Emplo…$11MEdgewood 403(b) Plan$11M403(b) Thrift Plan of Arizona's Children Association403(b) Thrift Plan of Arizon…$11M
End-of-year total assets ($M) among Evergreen Treatment Services 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN910903529
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Treatment Services)

Sponsor-wide plan assets over time

All Evergreen Treatment Services plans reported in each filing year

Latest sponsor-wide plan assets
$13M 55.45018094560699% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.34M $13M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 294 $8M
2023 1 308 $11M
2024 1 321 $13M

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

Evergreen Treatment Services 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Evergreen Treatment Services 403(b) Plan, Total assets ($B): 0.010898301 · Participants: 308Evergreen Treatment Services 403(b) PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Evergreen Treatment Services 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Evergreen Treatment Services 403(b) Plan side-by-side with 3 peers →

Evergreen Treatment Services 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Montana State University Foundation 403(b) DC Plan in MT ($11M); by covered participants it is Wellpoint Care Network 403(b) Retirement Plan in WI (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Treatment Services 403(b) Plan assets move in 2023? ▼
Evergreen Treatment Services 403(b) Plan surged - up 30.7% during 2023, from $8M to $11M. Reported net income was $3M.
How have Evergreen Treatment Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Treatment Services's sponsor-wide assets grew 55.5%, from $8M to $13M.
Which Other plans are similar in size to Evergreen Treatment Services 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Montana State University Foundation 403(b) DC Plan in MT ($11M, 66 participants).
Which Other plans cover a similar participant headcount to Evergreen Treatment Services 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Wellpoint Care Network 403(b) Retirement Plan in WI (308 participants, $25M 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 910903529.

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.