401(k) · DOL Form 5500 · 2023

Everbrook Senior Living LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
203
Participants Below avg headcount
26th
Percentile by assets National rank
$6,703
Avg per participant Low balance/head
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Official DOL plan name: Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Everbrook Senior Living LLC · Indiana · Other Services

$1M in assets, 203 participants

Everbrook Senior Living LLC's Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,030 in Other Services (7,857 peers)

Coverage in Indiana

Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust covers 203 participants in Indiana, about 38% of the average Indiana filer (state average ~541 per filing). Assets: $1M.

#4,030
in Other Services (7,857 peers)
+119.6%
assets growth YoY

Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,360,708 26th percentile higher than 26% 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

Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust 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. Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $125K in the plan year 2022 filing to $741K in the plan year 2023 filing.
  • Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $620K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 217 in the plan year 2022 filing to 203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813983707 · Everbrook Senior Living LLC PY 2023 · 401(k)

Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust · $1M · 203 · 26th

  • RANK $1M
  • RANK 203
  • RANK 26th
  • RANK 401(k)
  • RANK near California Broadband & Video Association
  • RANK ind #4030

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 Other Services retirement plans → · Plans in Indiana →

Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Everbrook Senior Living LLC 401(k) Profit Sharing Plan & TrustEverbrook Senior Living LLC …$1MCalifornia Broadband & Video AssociationCalifornia Broadband & Video…$1MElkinton Enterprises, Inc. 401(k) PlanElkinton Enterprises, Inc. 4…$1MAir T, Inc. 1165(e) Plan$1MInternal Medicine Diagnostic Center, P.a. Safe Harbor 401(k) PlanInternal Medicine Diagnostic…$1M
End-of-year total assets ($M) among Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$620K
Net Assets (End of Year)$1M
Net Income$741K
Employer EIN813983707
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everbrook Senior Living LLC)

Sponsor-wide plan assets over time

All Everbrook Senior Living LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 119.56748348453017% vs 2022
2023 filing year
$0.5M$1M$1.5M 20222023 $0.62M $1.36M ▲ +119.4%
Year Plans Participants Total Assets
2022 1 217 $620K
2023 1 203 $1M

Nearby 401(k) Plans in Indiana

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

Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001360708 · Participants: 203Everbrook Senior Living LLC 401(k) Profit Sharing Plan & TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is California Broadband & Video Association in CA ($1M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust surged - up 119.6% during 2023, from $620K to $1M. Reported net income was $741K.
How have Everbrook Senior Living LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Everbrook Senior Living LLC's sponsor-wide assets grew 119.6%, from $620K to $1M.
Which 401(k) plans are similar in size to Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is California Broadband & Video Association in CA ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M 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 813983707.

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.