Other · DOL Form 5500 · 2023
The Evergreen School Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 116
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $237,304
- Avg per participant Above avg balance/head
Official DOL plan name: The Evergreen School 403(b) DC Plan · Sponsored by The Evergreen School · Washington · Educational Services
$28M in assets, 116 participants
The Evergreen School's The Evergreen School 403(b) DC Plan reported $28M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #2,335 in Educational Services (3,735 peers)
Coverage in Washington
The Evergreen School 403(b) DC Plan covers 116 participants in Washington, about 8% of the average Washington filer (state average ~1,476 per filing). Assets: $28M.
- #2,335
- in Educational Services (3,735 peers)
- +16.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Evergreen School 403(b) DC Plan's outsized position by total assets
The Evergreen School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,527,241 Top 22% higher than 78% 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
The Evergreen School 403(b) DC 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. The Evergreen School 403(b) DC Plan sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Evergreen School 403(b) DC Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- The Evergreen School 403(b) DC Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Evergreen School 403(b) DC Plan reported participants rose from 106 in the plan year 2022 filing to 116 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 910756462 · The Evergreen School PY 2023 · Other
The Evergreen School 403(b) DC Plan · $28M · 116 · 78th
- ASSETS $28M
- PCT 116
- EIN 78th
- RANK Other
- PHOTO near Community Legal Services Retirement Plan
- IND ind #2335
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 Educational Services retirement plans → · Plans in Washington →
The Evergreen School 403(b) DC Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 910756462 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Evergreen School)
Sponsor-wide plan assets over time
All The Evergreen School plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 31.994274666534217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $24M |
| 2023 | 1 | 116 | $28M |
| 2024 | 1 | 122 | $31M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- A Single-Employer Plan $26.2B · 1,103,349
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.3B · 5,646
- Multicare Health System 403(b) Employee Savings Plan $994M · 15,445
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $561M · 7,520
- Overlake Hospital Medical Center 403(b)Retirement Plan $548M · 3,392
The Evergreen School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Community Legal Services Retirement Plan in PA ($28M); by covered participants it is Educare of Washington, DC 403(b) Plan in DC (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.
- Educare of Washington, DC 403(b) Plan (DC) 116 · 0 off
- Health Center Partners 403(b) Plan (CA) 116 · 0 off
- Girl Scouts of Northern California 403(b) Plan (CA) 116 · 0 off
- Afs-USA 403(b)Plan (NY) 116 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.