ESOP · DOL Form 5500 · 2024

Everge Interests, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
31
Participants Small participant base
27th
Percentile by assets National rank
$51,095
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

$2M in assets, 31 participants

Everge Interests, Inc.'s Everge Interests, Inc. Employee Stock Ownership Plan reported $2M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #209 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 $2M / 31 participants.

#209
in Management of Enterprises (1,133 peers)
+63.3%
assets growth YoY

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

$1,583,948 27th percentile higher than 27% 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 (31 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 rose from $64K in the plan year 2023 filing to $614K in the plan year 2024 filing.
  • Everge Interests, Inc. Employee Stock Ownership Plan end-of-year assets rose from $970K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Everge Interests, Inc. Employee Stock Ownership Plan reported participants fell from 38 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

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

Everge Interests, Inc. Employee Stock Ownership Plan · $2M · 31 · 27th

  • PHOTO $2M
  • IND 31
  • EOY 27th
  • 5500 ESOP
  • ASSETS near Caribou Systems, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #209

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

Glas Holdco Employee Stock Ownership PlanGlas Holdco Employee Stock O…$2MEverge Interests, Inc. Employee Stock Ownership PlanEverge Interests, Inc. Emplo…$2MCaribou Systems, Inc. Employee Stock Ownership Plan and TrustCaribou Systems, Inc. Employ…$2MFar West Technology, Inc. Employee Stock Ownership PlanFar West Technology, Inc. Em…$2MKoss Corporation Employee Stock Ownership PlanKoss Corporation Employee St…$2M
End-of-year total assets ($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)$970K
Net Assets (End of Year)$2M
Net Income$614K
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): 0.001583948 · Participants: 31Everge 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 Caribou Systems, Inc. Employee Stock Ownership Plan and Trust in IL ($2M); by covered participants it is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

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 surged - up 63.3% during 2024, from $970K to $2M. Reported net income was $614K.
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.
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 Caribou Systems, Inc. Employee Stock Ownership Plan and Trust in IL ($2M, 52 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 The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants, $6M 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.