401(k) · DOL Form 5500 · 2023
Evergreen North America Industrial Services 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 916
- Participants Near avg headcount
- 72nd
- Percentile by assets National rank
- $21,357
- Avg per participant Low balance/head
Official DOL plan name: Evergreen North America Industrial Services 401(k) Plan · Sponsored by Evergreen North America Industrial Services · Texas · Administrative & Support Services
$20M in assets, 916 participants
Evergreen North America Industrial Services's Evergreen North America Industrial Services 401(k) Plan reported $20M in total assets and 916 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #3,749 in Administrative & Support Services (4,372 peers)
2023 asset change
Evergreen North America Industrial Services 401(k) Plan grew sharply 28.6% in 2023 ($15M → $20M) for 916 participants.
- #3,749
- in Administrative & Support Services (4,372 peers)
- +28.6%
- assets growth YoY
Evergreen North America Industrial Services 401(k) Plan's outsized position by total assets
Evergreen North America Industrial Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,562,686 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Evergreen North America Industrial Services 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. Evergreen North America Industrial Services 401(k) Plan sits mid-pack in the medium band (916 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Evergreen North America Industrial Services 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Evergreen North America Industrial Services 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Evergreen North America Industrial Services 401(k) Plan reported participants fell from 928 in the plan year 2022 filing to 916 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 760643898 · Evergreen North America Industrial Services PY 2023 · 401(k)
Evergreen North America Industrial Services 401(k) Plan · $20M · 916 · 72nd
- SCH $20M
- EBSA 916
- PART 72nd
- TYPE 401(k)
- NET near Sayers 401(k) Plan
- BOOK ind #3749
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 Administrative & Support Services retirement plans → · Plans in Texas →
Evergreen North America Industrial Services 401(k) Plan in the asset neighbourhood
Evergreen North America Industrial Services years around the 2023 move
Sponsor-wide plan assets over time
All Evergreen North America Industrial Services plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 928 | $15M |
| 2023 | 1 | 916 | $20M |
| 2024 | 1 | 1,309 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 760643898 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Evergreen North America Industrial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Sayers 401(k) Plan in IL ($20M); by covered participants it is Ng Financial Security and Savings Program in VA (916 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Sayers 401(k) Plan (IL) $20M · 136
- Mineral, Inc. 401(k) Plan (CA) $20M · 275
- Ciminelli Real Estate Corporation 401(k) Plan (NY) $20M · 201
- Mid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&t (KS) $20M · 198
Similar participant headcount
Nearest other-state filings by covered participants (916 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.