Profit Sharing · DOL Form 5500 · 2023

Evergreen Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
205
Participants Below avg headcount
59th
Percentile by assets National rank
$50,317
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Center, Inc. Defined Contribution Retirement Plan · Sponsored by Evergreen Center, Inc. · Massachusetts · Educational Services

$10M in assets, 205 participants

Evergreen Center, Inc.'s Evergreen Center, Inc. Defined Contribution Retirement Plan reported $10M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,584 in Educational Services (3,735 peers)

Coverage in Massachusetts

Evergreen Center, Inc. Defined Contribution Retirement Plan covers 205 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#1,584
in Educational Services (3,735 peers)
+6.8%
assets growth YoY

Evergreen Center, Inc. Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Evergreen Center, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

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

$10,315,036 Top 41% higher than 59% 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

Evergreen Center, Inc. Defined Contribution Retirement 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 Center, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Center, Inc. Defined Contribution Retirement Plan reported net income fell from $868K in the plan year 2022 filing to $660K in the plan year 2023 filing.
  • Evergreen Center, Inc. Defined Contribution Retirement Plan reported participants fell from 226 in the plan year 2022 filing to 205 in the plan year 2023 filing.
  • Evergreen Center, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042753469 · Evergreen Center, Inc. PY 2023 · Profit Sharing

Evergreen Center, Inc. Defined Contribution Retirement Plan · $10M · 205 · 59th

  • TYPE $10M
  • NET 205
  • BOOK 59th
  • VS-ST Profit Sharing
  • BOY near The Makens Company Profit Sharing Plan
  • SCH ind #1584

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 Massachusetts →

Evergreen Center, Inc. Defined Contribution Retirement Plan in the asset neighbourhood

Evergreen Center, Inc. Defined Contribution Retirement PlanEvergreen Center, Inc. Defin…$10MThe Makens Company Profit Sharing PlanThe Makens Company Profit Sh…$10MChugh, LLP Profit Sharing PlanChugh, LLP Profit Sharing Pl…$10MStc Industries, Inc. Profit Sharing PlanStc Industries, Inc. Profit …$10MIatse Local 27 Profit Sharing PlanIatse Local 27 Profit Sharin…$10M
End-of-year total assets ($M) among Evergreen Center, Inc. Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$660K
Employer EIN042753469
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Center, Inc.)

Sponsor-wide plan assets over time

All Evergreen Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 19.367588400968287% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.4M $16M ▲ +19.4%
Year Plans Participants Total Assets
2022 2 491 $13M
2023 2 469 $15M
2024 2 487 $16M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Evergreen Center, Inc. Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Evergreen Center, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.010315036 · Participants: 205Evergreen Center, Inc. Defined Contribution Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Evergreen Center, Inc. Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Evergreen Center, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

Evergreen Center, Inc. Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is The Makens Company Profit Sharing Plan in TX ($10M); by covered participants it is Zero to Three National Center for Infants Toddlers and Families 403b Plan in DC (205 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Evergreen Center, Inc. Defined Contribution Retirement Plan assets move in 2023? ▼
Evergreen Center, Inc. Defined Contribution Retirement Plan grew at a solid clip - up 6.8% during 2023, from $10M to $10M. Reported net income was $660K.
How have Evergreen Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Center, Inc.'s sponsor-wide assets grew 19.4%, from $13M to $16M.
Which Profit Sharing plans are similar in size to Evergreen Center, Inc. Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Makens Company Profit Sharing Plan in TX ($10M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Evergreen Center, Inc. Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Zero to Three National Center for Infants Toddlers and Families 403b Plan in DC (205 participants, $39M 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 042753469.

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.