Other · DOL Form 5500 · 2023

Evergreen Center, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
264
Participants Below avg headcount
42nd
Percentile by assets National rank
$16,997
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan · Sponsored by Evergreen Center, Inc. · Massachusetts · Educational Services

$4M in assets, 264 participants

Evergreen Center, Inc.'s Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan reported $4M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,052 in Educational Services (3,735 peers)

Coverage in Massachusetts

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan covers 264 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#1,052
in Educational Services (3,735 peers)
+20.5%
assets growth YoY

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan's mid-pack asset rank among Educational Services and all filers

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan vs every filed plan by assets

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

$4,487,194 42nd percentile higher than 42% 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. Tax Deferred Annuity (Tda) 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. Tax Deferred Annuity (Tda) Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan reported net income rose from $401K in the plan year 2022 filing to $765K in the plan year 2023 filing.
  • Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M 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 · Other

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan · $4M · 264 · 42nd

  • EIN $4M
  • RANK 264
  • PHOTO 42nd
  • IND Other
  • EOY near Osceola Community Hospital Inc. Tax Deferred Annuity Plan
  • 5500 ind #1052

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. Tax Deferred Annuity (Tda) Plan in the asset neighbourhood

Evergreen Center, Inc. Tax Deferred Annuity (Tda) PlanEvergreen Center, Inc. Tax D…$4MOsceola Community Hospital Inc. Tax Deferred Annuity PlanOsceola Community Hospital I…$4MCrisp Shared Services, Inc. 403(b) Retirement Readiness PlanCrisp Shared Services, Inc. …$4MCys Fresno 403(b) Plan$4MCayuga Medical Center 403(b) Plan (Dc2)Cayuga Medical Center 403(b)…$4M
End-of-year total assets ($M) among Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$765K
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 Other Plans in Massachusetts

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

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan, Total assets ($B): 0.004487194 · Participants: 264Evergreen Center, Inc. Tax Deferred Annuity (Tda) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan side-by-side with 3 peers →

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Osceola Community Hospital Inc. Tax Deferred Annuity Plan in IA ($4M); by covered participants it is Valley Family Health Care, Inc. 403(b) Plan in ID (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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. Tax Deferred Annuity (Tda) Plan assets move in 2023? ▼
Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan grew sharply - up 20.5% during 2023, from $4M to $4M. Reported net income was $765K.
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 Other plans are similar in size to Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan? ▼
Among Other plans in other states, the closest by assets is Osceola Community Hospital Inc. Tax Deferred Annuity Plan in IA ($4M, 134 participants).
Which Other plans cover a similar participant headcount to Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan? ▼
Among Other plans in other states, the closest by covered participants is Valley Family Health Care, Inc. 403(b) Plan in ID (264 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 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.