401(k) · DOL Form 5500 · 2024

Aaron Evergreen, Inc. 401(k) Plan

Data updated 2026-08-25

$205K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$205,432
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aaron Evergreen 401(k) Trust · Sponsored by Aaron Evergreen, Inc. · Connecticut · Professional & Technical Services

$205K in assets, 1 participants

Aaron Evergreen, Inc.'s Aaron Evergreen 401(k) Trust reported $205K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,723 in Professional & Technical Services (20,173 peers)

Aaron Evergreen, Inc. multi-year trail

Aaron Evergreen, Inc.'s plans moved -16.5% in assets from 2022 to 2024; this filing shows Aaron Evergreen 401(k) Trust at $205K / 1 participant.

#1,723
in Professional & Technical Services (20,173 peers)
-22.7%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aaron Evergreen 401(k) Trust among the smaller filed plans by assets

Aaron Evergreen 401(k) Trust vs every filed plan by assets

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

$205,432 11th percentile higher than 11% 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

Aaron Evergreen 401(k) Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aaron Evergreen 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aaron Evergreen 401(k) Trust reported net income fell from $20K in the plan year 2023 filing to -$60K in the plan year 2024 filing.
  • Aaron Evergreen 401(k) Trust end-of-year assets fell from $266K in the plan year 2023 filing to $205K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813131827 · Aaron Evergreen, Inc. PY 2024 · 401(k)

Aaron Evergreen 401(k) Trust · $205K · 1 · 11th

  • BOOK $205K
  • VS-ST 1
  • BOY 11th
  • SCH 401(k)
  • EBSA near Grato Ventures, Inc. 401(k) Plan
  • PART ind #1723

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 Connecticut →

Aaron Evergreen 401(k) Trust in the asset neighbourhood

Aaron Evergreen 401(k) Trust$205KGrato Ventures, Inc. 401(k) PlanGrato Ventures, Inc. 401(k) …$205KChateau Tolbert Services Corporation 401(k) PlanChateau Tolbert Services Cor…$205KJfmm Inc. 401(k) Plan$205KHarpeth Property Management, Inc. 401(k) PlanHarpeth Property Management,…$205K
End-of-year total assets ($M) among Aaron Evergreen 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Aaron Evergreen, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aaron Evergreen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$205K 16.514134304338636% vs 2022
2024 filing year
$0.2M$0.22M$0.24M$0.26M$0.28M 202220232024 $0.25M $0.21M ▼ -16.0%
Year Plans Participants Total Assets
2022 1 1 $246K
2023 1 1 $266K
2024 1 1 $205K

Aaron Evergreen, Inc. filing trail (2024)

Total Assets (Beginning of Year)$266K
Net Assets (End of Year)$205K
Net Income-$60K
Employer EIN813131827
Plan Effective Date2016-07-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Aaron Evergreen 401(k) Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Aaron Evergreen 401(k) Trust, Total assets ($B): 0.000205432 · Participants: 1Aaron Evergreen 401(k) TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Aaron Evergreen 401(k) Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Aaron Evergreen 401(k) Trust side-by-side with 3 peers →

Aaron Evergreen 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Grato Ventures, Inc. 401(k) Plan in SC ($205K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($205K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Aaron Evergreen 401(k) Trust assets move in 2024? ▼
Aaron Evergreen 401(k) Trust declined sharply - down 22.7% during 2024, from $266K to $205K. Reported net income was -$60K.
How have Aaron Evergreen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaron Evergreen, Inc.'s sponsor-wide assets declined 16.5%, from $246K to $205K.
Where does Aaron Evergreen 401(k) Trust rank by assets among Form 5500 filers? ▼
Aaron Evergreen 401(k) Trust ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Aaron Evergreen 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Grato Ventures, Inc. 401(k) Plan in SC ($205K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Aaron Evergreen 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 813131827.

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.