401(k) · DOL Form 5500 · 2024
Evernote Corporation 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Evernote Corporation 401(k) Plan · Sponsored by Evernote Corporation · North Carolina · Information & Media
$24M in assets, 16 participants
Evernote Corporation's Evernote Corporation 401(k) Plan reported $24M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #1,820 in Information & Media (2,822 peers)
What the 2024 filing shows
Evernote Corporation 401(k) Plan holds $24M for 16 participants - about $1.5M per participant, above the median plan by assets.
- #1,820
- in Information & Media (2,822 peers)
- +5.2%
- assets growth YoY
Evernote Corporation 401(k) Plan's outsized position by total assets
Evernote Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,276,234 Top 26% higher than 74% 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
Evernote Corporation 401(k) 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. Evernote Corporation 401(k) Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evernote Corporation 401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Evernote Corporation 401(k) Plan reported participants fell from 237 in the plan year 2023 filing to 16 in the plan year 2024 filing.
- Evernote Corporation 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 201897663 · Evernote Corporation PY 2024 · 401(k)
Evernote Corporation 401(k) Plan · $24M · 16 · 74th
- TYPE $24M
- TYPE 16
- TYPE 74th
- TYPE 401(k)
- TYPE near Hawaii Pacific Foundation 401(k) Plan
- TYPE ind #1820
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 Information & Media retirement plans → · Plans in North Carolina →
Evernote Corporation 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $1M |
| Employer EIN | 201897663 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evernote Corporation)
Sponsor-wide plan assets over time
All Evernote Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 0.337293895872005% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 230 | $24M |
| 2023 | 1 | 237 | $23M |
| 2024 | 1 | 16 | $24M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Evernote Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Hawaii Pacific Foundation 401(k) Plan in VA ($24M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Hawaii Pacific Foundation 401(k) Plan (VA) $24M · 368
- Mesa 401(k) Plan (OK) $24M · 273
- Michelman & Robinson, LLP 401(k) Plan (CA) $24M · 140
- National Christian Charitable Foundation, Inc. 401(k) Plan (GA) $24M · 258
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.