Other · DOL Form 5500 · 2024
EVERYAGE Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 968
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $23,804
- Avg per participant Low balance/head
Official DOL plan name: Everyage 403(b) Retirement Plan · Sponsored by EVERYAGE · North Carolina · Healthcare & Social Assistance
$23M in assets, 968 participants
EVERYAGE's Everyage 403(b) Retirement Plan reported $23M in total assets and 968 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,029 in Healthcare & Social Assistance (16,916 peers)
EVERYAGE multi-year trail
EVERYAGE's plans moved +37.0% in assets from 2022 to 2024; this filing shows Everyage 403(b) Retirement Plan at $23M / 968 participants.
- #13,029
- in Healthcare & Social Assistance (16,916 peers)
- +20.6%
- assets growth YoY
Everyage 403(b) Retirement Plan's outsized position by total assets
Everyage 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,042,022 Top 27% higher than 73% 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
Everyage 403(b) Retirement 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. Everyage 403(b) Retirement Plan sits mid-pack in the medium band (968 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Everyage 403(b) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Everyage 403(b) Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Everyage 403(b) Retirement Plan reported participants rose from 924 in the plan year 2023 filing to 968 in the plan year 2024 filing.
DOL schedule card
Filing strip 566056582 · EVERYAGE PY 2024 · Other
Everyage 403(b) Retirement Plan · $23M · 968 · 73rd
- ASSETS $23M
- PCT 968
- EIN 73rd
- RANK Other
- PHOTO near Denver Academy Defined Contribution Retirement Plan
- IND ind #13029
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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →
Everyage 403(b) Retirement Plan in the asset neighbourhood
EVERYAGE multi-year asset trail
Sponsor-wide plan assets over time
All EVERYAGE plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 36.98001503794441% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 900 | $17M |
| 2023 | 1 | 924 | $19M |
| 2024 | 1 | 968 | $23M |
EVERYAGE filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 566056582 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Everyage 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Denver Academy Defined Contribution Retirement Plan in CO ($23M); by covered participants it is Davis Health System 403(b) Retirement Plan in WV (965 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Denver Academy Defined Contribution Retirement Plan (CO) $23M · 118
- Skillpath Retirement Savings Plan (KS) $23M · 97
- Lake Erie College Retirement Plan (OH) $23M · 235
- Mcpherson College 403(b) Plan (KS) $23M · 203
Similar participant headcount
Nearest other-state filings by covered participants (968 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.