401(k) · DOL Form 5500 · 2023

Evi Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
585
Participants Below avg headcount
81st
Percentile by assets National rank
$57,748
Avg per participant Low balance/head
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Official DOL plan name: Evi Industries, Inc. 401(k) Plan · Sponsored by Evi Industries, Inc. · Florida · Wholesale Trade

$34M in assets, 585 participants

Evi Industries, Inc.'s Evi Industries, Inc. 401(k) Plan reported $34M in total assets and 585 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,093 in Wholesale Trade (6,309 peers)

Where Evi Industries, Inc. 401(k) Plan sits by assets

Evi Industries, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 585 participants (~$57,748/participant), up 25.2% in 2023.

#5,093
in Wholesale Trade (6,309 peers)
+25.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Evi Industries, Inc. 401(k) Plan's outsized position by total assets

Evi Industries, Inc. 401(k) Plan vs every filed plan by assets

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

$33,782,809 Top 19% higher than 81% 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

Evi Industries, Inc. 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. Evi Industries, Inc. 401(k) Plan sits mid-pack in the medium band (585 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evi Industries, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Evi Industries, Inc. 401(k) Plan reported participants rose from 467 in the plan year 2022 filing to 585 in the plan year 2023 filing.
  • Evi Industries, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112014231 · Evi Industries, Inc. PY 2023 · 401(k)

Evi Industries, Inc. 401(k) Plan · $34M · 585 · 81st

  • BOY $34M
  • BOY 585
  • BOY 81st
  • BOY 401(k)
  • BOY near Intermountain Farmers Association Salary Investment Plan and Trust
  • BOY ind #5093

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 Wholesale Trade retirement plans → · Plans in Florida →

Evi Industries, Inc. 401(k) Plan in the asset neighbourhood

Intermountain Farmers Association Salary Investment Plan and TrustIntermountain Farmers Associ…$34MThe Citizens National Bank of Meridian 401(k) Profit Sharing PlanThe Citizens National Bank o…$34MOdfmc, Inc. 401(k) Plan$34MEvi Industries, Inc. 401(k) PlanEvi Industries, Inc. 401(k) …$34MApplied Composites Retirement PlanApplied Composites Retiremen…$34M
End-of-year total assets ($M) among Evi Industries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN112014231
Plan Effective Date2017-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Evi Industries, Inc.)

Sponsor-wide plan assets over time

All Evi Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 39.25464153779142% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $37.6M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 467 $27M
2023 1 585 $34M
2024 1 727 $38M

Nearby 401(k) Plans in Florida

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

Evi Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Evi Industries, Inc. 401(k) Plan, Total assets ($B): 0.033782809 · Participants: 585Evi Industries, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Evi Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Evi Industries, Inc. 401(k) Plan side-by-side with 3 peers →

Evi Industries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Intermountain Farmers Association Salary Investment Plan and Trust in UT ($34M); by covered participants it is Sunnyside 401(k) and Retirement Plan in VA (585 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (585 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 Evi Industries, Inc. 401(k) Plan assets move in 2023? ▼
Evi Industries, Inc. 401(k) Plan grew sharply - up 25.2% during 2023, from $27M to $34M. Reported net income was $5M.
How have Evi Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evi Industries, Inc.'s sponsor-wide assets grew 39.3%, from $27M to $38M.
Where does Evi Industries, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Evi Industries, Inc. 401(k) Plan ranks in the 81st 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 Evi Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intermountain Farmers Association Salary Investment Plan and Trust in UT ($34M, 455 participants).
Which 401(k) plans cover a similar participant headcount to Evi Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunnyside 401(k) and Retirement Plan in VA (585 participants, $17M 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 112014231.

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.