ESOP · DOL Form 5500 · 2024

Everge Interests, Inc. ESOP

Data updated 2026-08-25

$818K
Total assets Small plan by assets
48
Participants Small participant base
22nd
Percentile by assets National rank
$17,044
Avg per participant Low balance/head
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Official DOL plan name: Everge Interests, Inc. Employee Stock Ownership Plan · Sponsored by Everge Interests, Inc. · Texas · Management of Enterprises

$818K in assets, 48 participants

Everge Interests, Inc.'s Everge Interests, Inc. Employee Stock Ownership Plan reported $818K in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #165 in Management of Enterprises (1,133 peers)

Everge Interests, Inc. multi-year trail

Everge Interests, Inc.'s plans moved +165.2% in assets from 2022 to 2024; this filing shows Everge Interests, Inc. Employee Stock Ownership Plan at $818K / 48 participants.

#165
in Management of Enterprises (1,133 peers)
-3.8%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Everge Interests, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Everge Interests, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$818,110 22nd percentile higher than 22% of 123,620 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 2024

Everge Interests, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Everge Interests, Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Everge Interests, Inc. Employee Stock Ownership Plan reported net income fell from $64K in the plan year 2023 filing to -$32K in the plan year 2024 filing.
  • Everge Interests, Inc. Employee Stock Ownership Plan reported participants rose from 38 in the plan year 2023 filing to 48 in the plan year 2024 filing.
  • Everge Interests, Inc. Employee Stock Ownership Plan end-of-year assets fell from $970K in the plan year 2023 filing to $818K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 470847076 · Everge Interests, Inc. PY 2024 · ESOP

Everge Interests, Inc. Employee Stock Ownership Plan · $818K · 48 · 22nd

  • PART $818K
  • TYPE 48
  • NET 22nd
  • BOOK ESOP
  • VS-ST near Willocks Construction Corporation Employee Stock Ownership Plan
  • BOY ind #165

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 What is an ESOP? → · Plans in Texas →

Everge Interests, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Everge Interests, Inc. Employee Stock Ownership PlanEverge Interests, Inc. Emplo…$818KWillocks Construction Corporation Employee Stock Ownership PlanWillocks Construction Corpor…$818KPro-Tec Design, Inc. Employee Stock Ownership PlanPro-Tec Design, Inc. Employe…$820KPremier Granite & Stone, Inc. Employee Stock Ownership PlanPremier Granite & Stone, Inc…$820KWeiler Engineering, Inc. Employee Stock Ownership PlanWeiler Engineering, Inc. Emp…$816K
End-of-year total assets ($M) among Everge Interests, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Everge Interests, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Everge Interests, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 165.20216484533194% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $0.91M $2.4M ▲ +163.7%
Year Plans Participants Total Assets
2022 1 43 $906K
2023 1 38 $970K
2024 2 79 $2M

Everge Interests, Inc. filing trail (2024)

Total Assets (Beginning of Year)$850K
Net Assets (End of Year)$818K
Net Income-$32K
Employer EIN470847076
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Everge Interests, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Everge Interests, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00081811 · Participants: 48Everge Interests, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Everge Interests, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Everge Interests, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Everge Interests, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Willocks Construction Corporation Employee Stock Ownership Plan in HI ($818K); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Everge Interests, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Everge Interests, Inc. Employee Stock Ownership Plan edged down modestly - down 3.8% during 2024, from $850K to $818K. Reported net income was -$32K.
How have Everge Interests, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everge Interests, Inc.'s sponsor-wide assets grew 165.2%, from $906K to $2M.
Where does Everge Interests, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Everge Interests, Inc. Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Everge Interests, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Willocks Construction Corporation Employee Stock Ownership Plan in HI ($818K, 10 participants).
Which ESOP plans cover a similar participant headcount to Everge Interests, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470847076.

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.