401(k) · DOL Form 5500 · 2024

Evergreen Family Medicine, P.C. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
256
Participants Below avg headcount
68th
Percentile by assets National rank
$68,058
Avg per participant Below avg balance/head
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Official DOL plan name: Evergreen Family Medicine, P.C. 401(k) Plan · Sponsored by Evergreen Family Medicine, P.C. · Oregon · Healthcare & Social Assistance

$17M in assets, 256 participants

Evergreen Family Medicine, P.C.'s Evergreen Family Medicine, P.C. 401(k) Plan reported $17M in total assets and 256 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.

  • #12,238 in Healthcare & Social Assistance (16,916 peers)

Evergreen Family Medicine, P.C. multi-year trail

Evergreen Family Medicine, P.C.'s plans moved +78.9% in assets from 2022 to 2024; this filing shows Evergreen Family Medicine, P.C. 401(k) Plan at $17M / 256 participants.

#12,238
in Healthcare & Social Assistance (16,916 peers)
+33.3%
assets growth YoY

Evergreen Family Medicine, P.C. 401(k) Plan's outsized position by total assets

Evergreen Family Medicine, P.C. 401(k) Plan vs every filed plan by assets

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

$17,422,974 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

Evergreen Family Medicine, P.C. 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 Family Medicine, P.C. 401(k) Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Evergreen Family Medicine, P.C. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Evergreen Family Medicine, P.C. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Evergreen Family Medicine, P.C. 401(k) Plan reported participants rose from 234 in the plan year 2023 filing to 256 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 931200207 · Evergreen Family Medicine, P.C. PY 2024 · 401(k)

Evergreen Family Medicine, P.C. 401(k) Plan · $17M · 256 · 68th

  • VS-ST $17M
  • VS-ST 256
  • VS-ST 68th
  • VS-ST 401(k)
  • VS-ST near Archbold Container Corporation 401(k) Plan
  • VS-ST ind #12238

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 Oregon →

Evergreen Family Medicine, P.C. 401(k) Plan in the asset neighbourhood

Templeton & Companies Profit Sharing & 401(k) PlanTempleton & Companies Profit…$17MRiverhead Building Supply Corp 401(k) Plan for Union EmployeesRiverhead Building Supply Co…$17MEvergreen Family Medicine, P.C. 401(k) PlanEvergreen Family Medicine, P…$17MArchbold Container Corporation 401(k) PlanArchbold Container Corporati…$17MIndotronix International Corpo 401(k) Profit Sharing Plan & TrustIndotronix International Cor…$17M
End-of-year total assets ($M) among Evergreen Family Medicine, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Evergreen Family Medicine, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Evergreen Family Medicine, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 78.86219942010084% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.74M $17.4M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 171 $10M
2023 1 234 $13M
2024 1 256 $17M

Evergreen Family Medicine, P.C. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN931200207
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Evergreen Family Medicine, P.C. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Evergreen Family Medicine, P.C. 401(k) Plan, Total assets ($B): 0.017422974 · Participants: 256Evergreen Family Medicine, P.C. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Evergreen Family Medicine, P.C. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Evergreen Family Medicine, P.C. 401(k) Plan side-by-side with 3 peers →

Evergreen Family Medicine, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Archbold Container Corporation 401(k) Plan in OH ($17M); by covered participants it is The Architect 401(k) Plan the Printer, Inc. in IA (256 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (256 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 Family Medicine, P.C. 401(k) Plan assets move in 2024? ▼
Evergreen Family Medicine, P.C. 401(k) Plan surged - up 33.3% during 2024, from $13M to $17M. Reported net income was $4M.
How have Evergreen Family Medicine, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Family Medicine, P.C.'s sponsor-wide assets grew 78.9%, from $10M to $17M.
Which 401(k) plans are similar in size to Evergreen Family Medicine, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Archbold Container Corporation 401(k) Plan in OH ($17M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Family Medicine, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan the Printer, Inc. in IA (256 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 931200207.

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.