401(k) · DOL Form 5500 · 2024
Evergreen Healthcare Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 356
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $57,005
- Avg per participant Low balance/head
Official DOL plan name: Evergreen Healthcare Partners, Inc. 401(k) Plan · Sponsored by Evergreen Healthcare Partners, Inc. · Wisconsin · Professional & Technical Services
$20M in assets, 356 participants
Evergreen Healthcare Partners, Inc.'s Evergreen Healthcare Partners, Inc. 401(k) Plan reported $20M in total assets and 356 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #14,091 in Professional & Technical Services (20,173 peers)
Evergreen Healthcare Partners, Inc. multi-year trail
Evergreen Healthcare Partners, Inc.'s plans moved +137.2% in assets from 2022 to 2024; this filing shows Evergreen Healthcare Partners, Inc. 401(k) Plan at $20M / 356 participants.
- #14,091
- in Professional & Technical Services (20,173 peers)
- +47.5%
- assets growth YoY
Evergreen Healthcare Partners, Inc. 401(k) Plan's outsized position by total assets
Evergreen Healthcare Partners, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,293,788 Top 29% higher than 71% 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
Evergreen Healthcare Partners, Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evergreen Healthcare Partners, Inc. 401(k) Plan sits mid-pack in the medium band (356 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evergreen Healthcare Partners, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Evergreen Healthcare Partners, Inc. 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Evergreen Healthcare Partners, Inc. 401(k) Plan reported participants rose from 307 in the plan year 2023 filing to 356 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 821415119 · Evergreen Healthcare Partners, Inc. PY 2024 · 401(k)
Evergreen Healthcare Partners, Inc. 401(k) Plan · $20M · 356 · 71st
- EIN $20M
- EIN 356
- EIN 71st
- EIN 401(k)
- EIN near System of Systems Analytics, Inc. D/B/a Sosacorp 401(k) Plan
- EIN ind #14091
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 Wisconsin →
Evergreen Healthcare Partners, Inc. 401(k) Plan in the asset neighbourhood
Evergreen Healthcare Partners, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Evergreen Healthcare Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 137.19982991189593% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $9M |
| 2023 | 1 | 307 | $14M |
| 2024 | 1 | 356 | $20M |
Evergreen Healthcare Partners, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $7M |
| Employer EIN | 821415119 |
| Plan Effective Date | 2017-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Evergreen Healthcare Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is System of Systems Analytics, Inc. D/B/a Sosacorp 401(k) Plan in VA ($20M); by covered participants it is Rubicon Global Holdings, LLC 401(k) Plan in GA (356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- System of Systems Analytics, Inc. D/B/a Sosacorp 401(k) Plan (VA) $20M · 23
- Integra Biosciences Corp 401(k) Plan (NH) $20M · 259
- Fg Ventures, LLC (GA) $20M · 185
- Adams Beverages 401(k)Plan (AL) $20M · 672
Similar participant headcount
Nearest other-state filings by covered participants (356 participants); asset peers above are excluded.
- Rubicon Global Holdings, LLC 401(k) Plan (GA) 356 · 0 off
- Ipsoft Incorporated 401(k) Plan (NY) 356 · 0 off
- 403(b) Thrift Plan for Employees of Enmrsh, Inc. (NM) 356 · 0 off
- Voss Auto Network 401(k) Retirement Plan (OH) 356 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.