401(k) · DOL Form 5500 · 2023

Everquote, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
548
Participants Below avg headcount
77th
Percentile by assets National rank
$47,309
Avg per participant Low balance/head
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Official DOL plan name: Everquote 401(k) Plan · Sponsored by Everquote, Inc. · Massachusetts · Finance & Insurance

$26M in assets, 548 participants

Everquote, Inc.'s Everquote 401(k) Plan reported $26M in total assets and 548 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,775 in Finance & Insurance (8,869 peers)

Where Everquote 401(k) Plan sits by assets

Everquote 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 548 participants (~$47,309/participant), up 23.5% in 2023.

#5,775
in Finance & Insurance (8,869 peers)
+23.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Everquote 401(k) Plan's outsized position by total assets

Everquote 401(k) Plan vs every filed plan by assets

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

$25,925,562 Top 23% higher than 77% 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

Everquote 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. Everquote 401(k) Plan sits mid-pack in the medium band (548 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Everquote 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Everquote 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Everquote 401(k) Plan reported participants fell from 659 in the plan year 2022 filing to 548 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263101161 · Everquote, Inc. PY 2023 · 401(k)

Everquote 401(k) Plan · $26M · 548 · 77th

  • BOY $26M
  • SCH 548
  • EBSA 77th
  • PART 401(k)
  • TYPE near Trillium Flow Technologies 401(k) Plan
  • NET ind #5775

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 Massachusetts →

Everquote 401(k) Plan in the asset neighbourhood

Everquote 401(k) Plan$26MTrillium Flow Technologies 401(k) PlanTrillium Flow Technologies 4…$26MNovares US LLC 401(k) Plan$26MJames J. Anderson Construction Co., Inc 401 (K) PlanJames J. Anderson Constructi…$26MNext Insurance 401(k) Plan$26M
End-of-year total assets ($M) among Everquote 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)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN263101161
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everquote, Inc.)

Sponsor-wide plan assets over time

All Everquote, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 50.60816902011127% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $21M $31.6M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 659 $21M
2023 1 548 $26M
2024 1 297 $32M

Nearby 401(k) Plans in Massachusetts

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

Everquote 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Everquote 401(k) Plan, Total assets ($B): 0.025925562 · Participants: 548Everquote 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Everquote 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Everquote 401(k) Plan side-by-side with 3 peers →

Everquote 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Trillium Flow Technologies 401(k) Plan in TX ($26M); by covered participants it is Doctors of Physical Therapy 401(k) Plan in IL (548 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (548 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 Everquote 401(k) Plan assets move in 2023? ▼
Everquote 401(k) Plan grew sharply - up 23.5% during 2023, from $21M to $26M. Reported net income was $4M.
How have Everquote, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everquote, Inc.'s sponsor-wide assets grew 50.6%, from $21M to $32M.
Where does Everquote 401(k) Plan rank by assets among Form 5500 filers? ▼
Everquote 401(k) Plan ranks in the 77th 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 Everquote 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trillium Flow Technologies 401(k) Plan in TX ($26M, 417 participants).
Which 401(k) plans cover a similar participant headcount to Everquote 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Doctors of Physical Therapy 401(k) Plan in IL (548 participants, $9M 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 263101161.

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.