401(k) · DOL Form 5500 · 2024

Evertrust Bank 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
87
Participants Small participant base
68th
Percentile by assets National rank
$206,716
Avg per participant Above avg balance/head
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Official DOL plan name: Evertrust Bank 401(k) Retirement Plan · Sponsored by Evertrust Bank · California · Management of Enterprises

$18M in assets, 87 participants

Evertrust Bank's Evertrust Bank 401(k) Retirement Plan reported $18M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #567 in Management of Enterprises (1,133 peers)

Evertrust Bank multi-year trail

Evertrust Bank's plans moved +39.5% in assets from 2022 to 2024; this filing shows Evertrust Bank 401(k) Retirement Plan at $18M / 87 participants.

#567
in Management of Enterprises (1,133 peers)
+13.7%
assets growth YoY

Evertrust Bank 401(k) Retirement Plan's outsized position by total assets

Evertrust Bank 401(k) Retirement Plan vs every filed plan by assets

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

$17,984,275 Top 32% higher than 68% 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

Evertrust Bank 401(k) Retirement 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. Evertrust Bank 401(k) Retirement Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Evertrust Bank 401(k) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Evertrust Bank 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Evertrust Bank 401(k) Retirement Plan reported participants fell from 89 in the plan year 2023 filing to 87 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954500914 · Evertrust Bank PY 2024 · 401(k)

Evertrust Bank 401(k) Retirement Plan · $18M · 87 · 68th

  • TYPE $18M
  • TYPE 87
  • TYPE 68th
  • TYPE 401(k)
  • TYPE near Ready Foods, Inc. Employees Savings Plan
  • TYPE ind #567

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 Management of Enterprises retirement plans → · Plans in California →

Evertrust Bank 401(k) Retirement Plan in the asset neighbourhood

Palmetto Infusion Services, LLC 401(k) PlanPalmetto Infusion Services, …$18MTaylor Metal Products Company Profit Sharing 401(k) Plan and TrustTaylor Metal Products Compan…$18MReliant Holdings, Ltd. 401(k) PlanReliant Holdings, Ltd. 401(k…$18MEvertrust Bank 401(k) Retirement PlanEvertrust Bank 401(k) Retire…$18MReady Foods, Inc. Employees Savings PlanReady Foods, Inc. Employees …$18M
End-of-year total assets ($M) among Evertrust Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Evertrust Bank multi-year asset trail

Sponsor-wide plan assets over time

All Evertrust Bank plans reported in each filing year

Latest sponsor-wide plan assets
$18M 39.53015737944896% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.9M $18M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 81 $13M
2023 1 89 $16M
2024 1 87 $18M

Evertrust Bank filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN954500914
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Evertrust Bank 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Evertrust Bank 401(k) Retirement Plan, Total assets ($B): 0.017984275 · Participants: 87Evertrust Bank 401(k) Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Evertrust Bank 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Evertrust Bank 401(k) Retirement Plan side-by-side with 3 peers →

Evertrust Bank 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ready Foods, Inc. Employees Savings Plan in CO ($18M); by covered participants it is Ordermygear 401(k) Plan in TX (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Evertrust Bank 401(k) Retirement Plan assets move in 2024? ▼
Evertrust Bank 401(k) Retirement Plan grew at a solid clip - up 13.7% during 2024, from $16M to $18M. Reported net income was $2M.
How have Evertrust Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evertrust Bank's sponsor-wide assets grew 39.5%, from $13M to $18M.
Which 401(k) plans are similar in size to Evertrust Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ready Foods, Inc. Employees Savings Plan in CO ($18M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Evertrust Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ordermygear 401(k) Plan in TX (87 participants, $4M 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 954500914.

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.