401(k) · DOL Form 5500 · 2024

Evergreen Credit Union 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
110
Participants Small participant base
60th
Percentile by assets National rank
$109,144
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Evergreen Credit Union Retirement Savings Plan · Sponsored by Evergreen Credit Union · Maine · Finance & Insurance

$12M in assets, 110 participants

Evergreen Credit Union's Evergreen Credit Union Retirement Savings Plan reported $12M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,733 in Finance & Insurance (8,549 peers)

Coverage in Maine

Evergreen Credit Union Retirement Savings Plan covers 110 participants in Maine, about 23% of the average Maine filer (state average ~472 per filing). Assets: $12M.

#3,733
in Finance & Insurance (8,549 peers)
+20.3%
assets growth YoY

Evergreen Credit Union Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Evergreen Credit Union Retirement Savings Plan vs every filed plan by assets

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

$12,005,821 Top 40% higher than 60% 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

Evergreen Credit Union Retirement Savings 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 Credit Union Retirement Savings Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Evergreen Credit Union Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Evergreen Credit Union Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Evergreen Credit Union Retirement Savings Plan reported participants rose from 102 in the plan year 2023 filing to 110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 010216328 · Evergreen Credit Union PY 2024 · 401(k)

Evergreen Credit Union Retirement Savings Plan · $12M · 110 · 60th

  • 5500 $12M
  • 5500 110
  • 5500 60th
  • 5500 401(k)
  • 5500 near Jonah Bank of Wyoming 401(k) Profit Sharing Plan & Trust
  • 5500 ind #3733

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 Finance & Insurance retirement plans → · Plans in Maine →

Evergreen Credit Union Retirement Savings Plan in the asset neighbourhood

Evergreen Credit Union Retirement Savings PlanEvergreen Credit Union Retir…$12MJonah Bank of Wyoming 401(k) Profit Sharing Plan & TrustJonah Bank of Wyoming 401(k)…$12MLaurence School 401(k) Profit Sharing PlanLaurence School 401(k) Profi…$12MFirst Pioneer Bank Corp. 401(k) Profit-Sharing PlanFirst Pioneer Bank Corp. 401…$12MSound Publishing, Inc. 401(k) Plan and TrustSound Publishing, Inc. 401(k…$12M
End-of-year total assets ($M) among Evergreen Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN010216328
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Credit Union)

Sponsor-wide plan assets over time

All Evergreen Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$12M 57.401762385871855% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.63M $12M ▲ +57.4%
Year Plans Participants Total Assets
2022 1 99 $8M
2023 1 102 $10M
2024 1 110 $12M

Nearby 401(k) Plans in Maine

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

Evergreen Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Evergreen Credit Union Retirement Savings Plan, Total assets ($B): 0.012005821 · Participants: 110Evergreen Credit Union Retirement Savings PlanTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Evergreen Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Evergreen Credit Union Retirement Savings Plan side-by-side with 3 peers →

Evergreen Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Jonah Bank of Wyoming 401(k) Profit Sharing Plan & Trust in WY ($12M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Evergreen Credit Union Retirement Savings Plan assets move in 2024? ▼
Evergreen Credit Union Retirement Savings Plan grew sharply - up 20.3% during 2024, from $10M to $12M. Reported net income was $2M.
How have Evergreen Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Credit Union's sponsor-wide assets grew 57.4%, from $8M to $12M.
Which 401(k) plans are similar in size to Evergreen Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jonah Bank of Wyoming 401(k) Profit Sharing Plan & Trust in WY ($12M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants, N/A 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 010216328.

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.