401(k) · DOL Form 5500 · 2024
Evergreen Enterprises of Virginia, LLC 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 485
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $78,563
- Avg per participant Below avg balance/head
Official DOL plan name: Evergreen Enterprises, LLC 401(k) Profit Sharing Plan · Sponsored by Evergreen Enterprises of Virginia, LLC · Virginia · Wholesale Trade
$38M in assets, 485 participants
Evergreen Enterprises of Virginia, LLC's Evergreen Enterprises, LLC 401(k) Profit Sharing Plan reported $38M in total assets and 485 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #4,900 in Wholesale Trade (6,080 peers)
Where Evergreen Enterprises, LLC 401(k) Profit Sharing Plan sits by assets
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $38M for 485 participants (~$78,563/participant), up 1.0% in 2024.
- #4,900
- in Wholesale Trade (6,080 peers)
- +1.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,102,982 Top 19% higher than 81% 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 Enterprises, LLC 401(k) Profit Sharing 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 Enterprises, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (485 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evergreen Enterprises, LLC 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Evergreen Enterprises, LLC 401(k) Profit Sharing Plan reported participants fell from 610 in the plan year 2023 filing to 485 in the plan year 2024 filing.
- Evergreen Enterprises, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2023 filing to $38M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 274242429 · Evergreen Enterprises of Virginia, LLC PY 2024 · 401(k)
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan · $38M · 485 · 81st
- SCH $38M
- SCH 485
- SCH 81st
- SCH 401(k)
- SCH near Gnb Bancorporation Employee Stock Ownership Plan with 401(k) Provisions
- SCH ind #4900
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 Wholesale Trade retirement plans → · Plans in Virginia →
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $2M |
| Employer EIN | 274242429 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evergreen Enterprises of Virginia, LLC)
Sponsor-wide plan assets over time
All Evergreen Enterprises of Virginia, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 17.728634365425737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 719 | $32M |
| 2023 | 1 | 610 | $38M |
| 2024 | 1 | 485 | $38M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Gnb Bancorporation Employee Stock Ownership Plan with 401(k) Provisions in IA ($38M); by covered participants it is Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan in CO (485 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (485 participants); asset peers above are excluded.
- Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan (CO) 485 · 0 off
- Logixhealth, Inc 401(k) Plan (MA) 485 · 0 off
- Fry Foods, Inc. 401(k) and Profit Sharing Plan and Trust (OH) 485 · 0 off
- Schuster Co Inc 401(k) P/S (IA) 485 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.