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
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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

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 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.

See the national 2023→2024 release diff →

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

Tressler LLP 401(k) Retirement PlanTressler LLP 401(k) Retireme…$38MEvergreen Enterprises, LLC 401(k) Profit Sharing PlanEvergreen Enterprises, LLC 4…$38MGnb Bancorporation Employee Stock Ownership Plan with 401(k) ProvisionsGnb Bancorporation Employee …$38MMawd Pathology Group, P.a. Employees P/S PlanMawd Pathology Group, P.a. E…$38MNorthwest Medical Specialties, PLLC 401(k) Ps Plan and TrustNorthwest Medical Specialtie…$38M
End-of-year total assets ($M) among Evergreen Enterprises, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$38M
Net Income$2M
Employer EIN274242429
Plan Effective Date1999-01-01
Filing StatusFILING 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
$30M$32M$34M$36M$38M$40M 202220232024 $32.4M $38.1M ▲ +17.7%
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.

Evergreen Enterprises, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Evergreen Enterprises, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.038102982 · Participants: 485Evergreen Enterprises, LLC 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (485 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 Enterprises, LLC 401(k) Profit Sharing Plan assets move in 2024?
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan edged up modestly - up 1.0% during 2024, from $38M to $38M. Reported net income was $2M.
How have Evergreen Enterprises of Virginia, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Evergreen Enterprises of Virginia, LLC's sponsor-wide assets grew 17.7%, from $32M to $38M.
Where does Evergreen Enterprises, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Evergreen Enterprises, LLC 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Evergreen Enterprises, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Gnb Bancorporation Employee Stock Ownership Plan with 401(k) Provisions in IA ($38M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Enterprises, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan in CO (485 participants, $34M in assets).