ESOP · DOL Form 5500 · 2022

Everge Interests, Inc. ESOP

Data updated 2026-08-25

$906K
Total assets Small plan by assets
43
Participants Small participant base
24th
Percentile by assets National rank
$21,064
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

$906K in assets, 43 participants

Everge Interests, Inc.'s Everge Interests, Inc. Employee Stock Ownership Plan reported $906K in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #159 in Management of Enterprises (1,193 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 $906K / 43 participants.

#159
in Management of Enterprises (1,193 peers)
+10.7%
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 2022 · DOL Form 5500

$905,746 24th percentile higher than 24% of 139,123 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 2022

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

Plan-year 2022 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 (43 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 470847076 · Everge Interests, Inc. PY 2022 · ESOP

Everge Interests, Inc. Employee Stock Ownership Plan · $906K · 43 · 24th

  • VS-ST $906K
  • BOY 43
  • SCH 24th
  • EBSA ESOP
  • PART near Bassett's Employees Profit Sharing and Stock Ownership Plan
  • TYPE ind #159

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…$906KBassett's Employees Profit Sharing and Stock Ownership PlanBassett's Employees Profit S…$906KProfessional Fabricating Inc. Employee Stock Ownership PlanProfessional Fabricating Inc…$906KCore Products Employee Stock Ownership PlanCore Products Employee Stock…$909KOnyx Point, Inc. Employee Stock Ownership PlanOnyx Point, Inc. Employee St…$903K
End-of-year total assets ($M) among Everge Interests, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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 (2022)

Total Assets (Beginning of Year)$818K
Net Assets (End of Year)$906K
Net Income$88K
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. -20000200040006000 -50510152025 Total assets ($B) Participants Everge Interests, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000905746 · Participants: 43Everge Interests, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
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 Bassett's Employees Profit Sharing and Stock Ownership Plan in OH ($906K); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
Everge Interests, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.7% during 2022, from $818K to $906K. Reported net income was $88K.
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 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (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 Bassett's Employees Profit Sharing and Stock Ownership Plan in OH ($906K, 87 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 Sacred Wind Employee Stock Ownership Plan in NM (43 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.