Other · DOL Form 5500 · 2023

EVERYAGE Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
924
Participants Near avg headcount
72nd
Percentile by assets National rank
$20,670
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Everyage 403(b) Retirement Plan · Sponsored by EVERYAGE · North Carolina · Healthcare & Social Assistance

$19M in assets, 924 participants

EVERYAGE's Everyage 403(b) Retirement Plan reported $19M in total assets and 924 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.

  • #13,498 in Healthcare & Social Assistance (17,684 peers)

EVERYAGE multi-year trail

EVERYAGE's plans moved +37.0% in assets from 2022 to 2024; this filing shows Everyage 403(b) Retirement Plan at $19M / 924 participants.

#13,498
in Healthcare & Social Assistance (17,684 peers)
+13.5%
assets growth YoY

Everyage 403(b) Retirement Plan's outsized position by total assets

Everyage 403(b) Retirement Plan vs every filed plan by assets

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

$19,098,756 Top 28% higher than 72% 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

Everyage 403(b) 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. Everyage 403(b) Retirement Plan sits mid-pack in the medium band (924 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Everyage 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Everyage 403(b) Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Everyage 403(b) Retirement Plan reported participants rose from 900 in the plan year 2022 filing to 924 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 566056582 · EVERYAGE PY 2023 · Other

Everyage 403(b) Retirement Plan · $19M · 924 · 72nd

  • RANK $19M
  • RANK 924
  • RANK 72nd
  • RANK Other
  • RANK near Wichita Collegiate School 403(b) DC Plan
  • RANK ind #13498

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Everyage 403(b) Retirement Plan in the asset neighbourhood

National Association of County & City Health Officials Defined Contribution Retirement PlanNational Association of Coun…$19MEvara Health Retirement Plan$19MEveryage 403(b) Retirement PlanEveryage 403(b) Retirement P…$19MWichita Collegiate School 403(b) DC PlanWichita Collegiate School 40…$19MThe Chandler School DC Retirement PlanThe Chandler School DC Retir…$19M
End-of-year total assets ($M) among Everyage 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

EVERYAGE multi-year asset trail

Sponsor-wide plan assets over time

All EVERYAGE plans reported in each filing year

Latest sponsor-wide plan assets
$23M 36.98001503794441% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.8M $23M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 900 $17M
2023 1 924 $19M
2024 1 968 $23M

EVERYAGE filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN566056582
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

Everyage 403(b) Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Everyage 403(b) Retirement Plan, Total assets ($B): 0.019098756 · Participants: 924Everyage 403(b) Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Everyage 403(b) Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Everyage 403(b) Retirement Plan side-by-side with 3 peers →

Everyage 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Wichita Collegiate School 403(b) DC Plan in KS ($19M); by covered participants it is Laborers' International Union of North America Local Union No. 616 DC Retirement Plan in NJ (924 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (924 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 Everyage 403(b) Retirement Plan assets move in 2023? ▼
Everyage 403(b) Retirement Plan grew at a solid clip - up 13.5% during 2023, from $17M to $19M. Reported net income was $2M.
How have EVERYAGE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), EVERYAGE's sponsor-wide assets grew 37.0%, from $17M to $23M.
Which Other plans are similar in size to Everyage 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Wichita Collegiate School 403(b) DC Plan in KS ($19M, 223 participants).
Which Other plans cover a similar participant headcount to Everyage 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Laborers' International Union of North America Local Union No. 616 DC Retirement Plan in NJ (924 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 566056582.

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.