Other · DOL Form 5500 · 2024
Evergreen Homes Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $30,212
- Avg per participant Low balance/head
Official DOL plan name: Evergreen Homes 403b Plan · Sponsored by Evergreen Homes Inc. · Pennsylvania · Healthcare & Social Assistance
$5M in assets, 162 participants
Evergreen Homes Inc.'s Evergreen Homes 403b Plan reported $5M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,544 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Evergreen Homes 403b Plan covers 162 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.
- #7,544
- in Healthcare & Social Assistance (16,916 peers)
- +15.8%
- assets growth YoY
Evergreen Homes 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Evergreen Homes 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,894,345 42nd percentile higher than 42% 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
Evergreen Homes 403b 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 Homes 403b Plan sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evergreen Homes 403b Plan reported net income rose from $576K in the plan year 2023 filing to $669K in the plan year 2024 filing.
- Evergreen Homes 403b Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Evergreen Homes 403b Plan reported participants rose from 149 in the plan year 2023 filing to 162 in the plan year 2024 filing.
DOL schedule card
Filing strip 251556760 · Evergreen Homes Inc. PY 2024 · Other
Evergreen Homes 403b Plan · $5M · 162 · 42nd
- PHOTO $5M
- PHOTO 162
- PHOTO 42nd
- PHOTO Other
- PHOTO near 403b Thrift Plan of the Arc Northern Chesapeake Region, Inc.
- PHOTO ind #7544
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 Pennsylvania →
Evergreen Homes 403b Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $669K |
| Employer EIN | 251556760 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evergreen Homes Inc.)
Sponsor-wide plan assets over time
All Evergreen Homes Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 34.118651290054295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $4M |
| 2023 | 1 | 149 | $4M |
| 2024 | 1 | 162 | $5M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Evergreen Homes 403b Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 403b Thrift Plan of the Arc Northern Chesapeake Region, Inc. in MD ($5M); by covered participants it is The Boston Architectural College 403(b) Retirement Plan in MA (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (162 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.