401(k) · DOL Form 5500 · 2023
Eventus Wholehealth, PLLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 555
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $21,801
- Avg per participant Low balance/head
Official DOL plan name: Eventus Wholehealth, PLLC Employees' Retirement Plan · Sponsored by Eventus Wholehealth, PLLC · North Carolina · Healthcare & Social Assistance
$12M in assets, 555 participants
Eventus Wholehealth, PLLC's Eventus Wholehealth, PLLC Employees' Retirement Plan reported $12M in total assets and 555 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,061 in Healthcare & Social Assistance (17,684 peers)
Eventus Wholehealth, PLLC multi-year trail
Eventus Wholehealth, PLLC's plans moved +50.7% in assets from 2023 to 2024; this filing shows Eventus Wholehealth, PLLC Employees' Retirement Plan at $12M / 555 participants.
- #12,061
- in Healthcare & Social Assistance (17,684 peers)
- +51.3%
- assets growth YoY
Eventus Wholehealth, PLLC Employees' Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Eventus Wholehealth, PLLC Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,099,475 Top 37% higher than 63% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Eventus Wholehealth, PLLC Employees' Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eventus Wholehealth, PLLC Employees' Retirement Plan sits mid-pack in the medium band (555 participants).
Form 5500 schedule snapshot
Filing strip 825286393 · Eventus Wholehealth, PLLC PY 2023 · 401(k)
Eventus Wholehealth, PLLC Employees' Retirement Plan · $12M · 555 · 63rd
- NET $12M
- BOOK 555
- VS-ST 63rd
- BOY 401(k)
- SCH near Youth for Tomorrow 401(k) Plan
- EBSA ind #12061
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 North Carolina →
Eventus Wholehealth, PLLC Employees' Retirement Plan in the asset neighbourhood
Eventus Wholehealth, PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Eventus Wholehealth, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 50.65442922110257% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 555 | $12M |
| 2024 | 1 | 747 | $18M |
Eventus Wholehealth, PLLC filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $4M |
| Employer EIN | 825286393 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
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 $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Eventus Wholehealth, PLLC Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Youth for Tomorrow 401(k) Plan in VA ($12M); by covered participants it is Miller Transportation 401(k) Plan and Trust in KY (555 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Youth for Tomorrow 401(k) Plan (VA) $12M · 356
- Gable Signs & Graphics, Inc. 401(k) Plan (MD) $12M · 144
- Alec 401(k) Retirement Plan (IL) $12M · 97
- Gregg Young Automotive Group 401(k) Plan (NE) $12M · 394
Similar participant headcount
Nearest other-state filings by covered participants (555 participants); asset peers above are excluded.
- Miller Transportation 401(k) Plan and Trust (KY) 555 · 0 off
- Emco Chemical Distributors, Inc. 401(k) Profit Sharing Plan (WI) 555 · 0 off
- Encompass Digital Media 401(k) Plan (GA) 555 · 0 off
- Allnex USA Inc. Employees' Savings Plan (GA) 555 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.