401(k) · DOL Form 5500 · 2024

Everwise Credit Union 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
770
Participants Near avg headcount
90th
Percentile by assets National rank
$122,244
Avg per participant Near avg balance/head
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Official DOL plan name: Everwise Credit Union 401(k) Plan · Sponsored by Everwise Credit Union · Indiana · Finance & Insurance

$94M in assets, 770 participants

Everwise Credit Union's Everwise Credit Union 401(k) Plan reported $94M in total assets and 770 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,219 in Finance & Insurance (8,549 peers)

Where Everwise Credit Union 401(k) Plan sits by assets

Everwise Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $94M for 770 participants (~$122,244/participant), up 3.1% in 2024.

#7,219
in Finance & Insurance (8,549 peers)
+3.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Everwise Credit Union 401(k) Plan's outsized position by total assets

Everwise Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$94,128,061 Top 10% higher than 90% 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

Everwise Credit Union 401(k) 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. Everwise Credit Union 401(k) Plan sits mid-pack in the medium band (770 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Everwise Credit Union 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Everwise Credit Union 401(k) Plan reported participants rose from 746 in the plan year 2023 filing to 770 in the plan year 2024 filing.
  • Everwise Credit Union 401(k) Plan end-of-year assets rose from $91M in the plan year 2023 filing to $94M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 350702986 · Everwise Credit Union PY 2024 · 401(k)

Everwise Credit Union 401(k) Plan · $94M · 770 · 90th

  • EOY $94M
  • EOY 770
  • EOY 90th
  • EOY 401(k)
  • EOY near Dart Container Sales Company, LLC Employee Profit Sharing Plan
  • EOY ind #7219

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 Finance & Insurance retirement plans → · Plans in Indiana →

Everwise Credit Union 401(k) Plan in the asset neighbourhood

Victory Wholesale Group 401(k) PlanVictory Wholesale Group 401(…$94MDart Container Sales Company, LLC Employee Profit Sharing PlanDart Container Sales Company…$94MMoses & Singer LLP Plan for Savings and InvestmentMoses & Singer LLP Plan for …$94MEverwise Credit Union 401(k) PlanEverwise Credit Union 401(k)…$94MHillspire, LLC Retirement Savings PlanHillspire, LLC Retirement Sa…$94M
End-of-year total assets ($M) among Everwise Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$94M
Net Income$3M
Employer EIN350702986
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everwise Credit Union)

Sponsor-wide plan assets over time

All Everwise Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$94M 15.80836562584835% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $81.3M $94.1M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 764 $81M
2023 1 746 $91M
2024 1 770 $94M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Everwise Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Everwise Credit Union 401(k) Plan, Total assets ($B): 0.094128061 · Participants: 770Everwise Credit Union 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Everwise Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Everwise Credit Union 401(k) Plan side-by-side with 3 peers →

Everwise Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Dart Container Sales Company, LLC Employee Profit Sharing Plan in FL ($94M); by covered participants it is Sts 401(k) Retirement Plan and Trust in FL (770 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (770 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 Everwise Credit Union 401(k) Plan assets move in 2024? ▼
Everwise Credit Union 401(k) Plan edged up modestly - up 3.1% during 2024, from $91M to $94M. Reported net income was $3M.
How have Everwise Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everwise Credit Union's sponsor-wide assets grew 15.8%, from $81M to $94M.
Where does Everwise Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Everwise Credit Union 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Everwise Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dart Container Sales Company, LLC Employee Profit Sharing Plan in FL ($94M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Everwise Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sts 401(k) Retirement Plan and Trust in FL (770 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 350702986.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.