401(k) · DOL Form 5500 · 2024

Everge Group, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
52
Participants Small participant base
57th
Percentile by assets National rank
$202,878
Avg per participant Above avg balance/head
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Official DOL plan name: Everge Group, LLC 401(k) Plan · Sponsored by Everge Group, LLC · Texas · Professional & Technical Services

$11M in assets, 52 participants

Everge Group, LLC's Everge Group, LLC 401(k) Plan reported $11M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,128 in Professional & Technical Services (20,173 peers)

2024 asset change

Everge Group, LLC 401(k) Plan pulled back noticeably 8.6% in 2024 ($12M → $11M) for 52 participants.

#11,128
in Professional & Technical Services (20,173 peers)
-8.6%
assets change YoY

The plan reported a net loss of $989K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Everge Group, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Everge Group, LLC 401(k) Plan vs every filed plan by assets

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

$10,549,660 Top 43% higher than 57% 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 Group, LLC 401(k) 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 Group, LLC 401(k) Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Everge Group, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$989K in the plan year 2024 filing.
  • Everge Group, LLC 401(k) Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Everge Group, LLC 401(k) Plan reported participants fell from 56 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752872461 · Everge Group, LLC PY 2024 · 401(k)

Everge Group, LLC 401(k) Plan · $11M · 52 · 57th

  • EBSA $11M
  • PART 52
  • TYPE 57th
  • NET 401(k)
  • BOOK near American Financial Services Association 401(k) Savings Plan
  • VS-ST ind #11128

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 →

Everge Group, LLC 401(k) Plan in the asset neighbourhood

Everge Group, LLC 401(k) Plan$11MAmerican Financial Services Association 401(k) Savings PlanAmerican Financial Services …$11MWilliams Industries, Inc. Employee Savings and Retirement PlanWilliams Industries, Inc. Em…$11MKensington Investment Company, Inc. 401(k) PlanKensington Investment Compan…$11MLulu Press & Elizabeth Bradley Design 401(k) PlanLulu Press & Elizabeth Bradl…$11M
End-of-year total assets ($M) among Everge Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Everge Group, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Everge Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 8.56855516674513% vs 2023
2024 filing year
$10M$10.5M$11M$11.5M$12M 20232024 $11.5M $10.6M ▼ -8.6%
Year Plans Participants Total Assets
2023 1 56 $12M
2024 1 52 $11M

2024 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$989K
Employer EIN752872461
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Everge Group, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Everge Group, LLC 401(k) Plan, Total assets ($B): 0.01054966 · Participants: 52Everge Group, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Everge Group, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Everge Group, LLC 401(k) Plan side-by-side with 3 peers →

Everge Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is American Financial Services Association 401(k) Savings Plan in DC ($11M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Group, LLC 401(k) Plan assets move in 2024? ▼
Everge Group, LLC 401(k) Plan pulled back noticeably - down 8.6% during 2024, from $12M to $11M. Reported net income was -$989K.
How have Everge Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Everge Group, LLC's sponsor-wide assets declined 8.6%, from $12M to $11M.
Which 401(k) plans are similar in size to Everge Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Financial Services Association 401(k) Savings Plan in DC ($11M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Everge Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aceco Machine Works, Inc. 401(k) Plan in ID (52 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 752872461.

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.