401(k) · DOL Form 5500 · 2024
Evolve Partners LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 54
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $189,362
- Avg per participant Above avg balance/head
Official DOL plan name: Evolve Partners LLC Retirement Trust · Sponsored by Evolve Partners LLC · Texas · Professional & Technical Services
$10M in assets, 54 participants
Evolve Partners LLC's Evolve Partners LLC Retirement Trust reported $10M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,987 in Professional & Technical Services (20,173 peers)
Evolve Partners LLC multi-year trail
Evolve Partners LLC's plans moved +72.3% in assets from 2022 to 2024; this filing shows Evolve Partners LLC Retirement Trust at $10M / 54 participants.
- #10,987
- in Professional & Technical Services (20,173 peers)
- +23.3%
- assets growth YoY
Evolve Partners LLC Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers
Evolve Partners LLC Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,225,554 Top 44% higher than 56% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Evolve Partners LLC Retirement Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evolve Partners LLC Retirement Trust is a small filing (54 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evolve Partners LLC Retirement Trust end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Evolve Partners LLC Retirement Trust reported participants rose from 44 in the plan year 2023 filing to 54 in the plan year 2024 filing.
- Evolve Partners LLC Retirement Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 272451726 · Evolve Partners LLC PY 2024 · 401(k)
Evolve Partners LLC Retirement Trust · $10M · 54 · 56th
- IND $10M
- IND 54
- IND 56th
- IND 401(k)
- IND near Hospital Services Group, Inc. Employees' 401(k) Retirement Savings Plan
- IND ind #10987
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 Professional & Technical Services retirement plans → · Plans in Texas →
Evolve Partners LLC Retirement Trust in the asset neighbourhood
Evolve Partners LLC multi-year asset trail
Sponsor-wide plan assets over time
All Evolve Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 72.33857090610627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $6M |
| 2023 | 1 | 44 | $8M |
| 2024 | 1 | 54 | $10M |
Evolve Partners LLC filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 272451726 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Evolve Partners LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Hospital Services Group, Inc. Employees' 401(k) Retirement Savings Plan in MO ($10M); by covered participants it is West Tennessee Ready Mix 401(k) Plan in TN (54 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 (54 participants); asset peers above are excluded.
- West Tennessee Ready Mix 401(k) Plan (TN) 54 · 0 off
- Agosto, Inc 401(k) Savings Plan (MN) 54 · 0 off
- Zaragoza & Alvarado Retirement Plan (PR) 54 · 0 off
- Vivid Ev LLC 401(k) Profit Sharing Plan & Trust (FL) 54 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.