401(k) · DOL Form 5500 · 2024
EVERGEN 401(k) Plan
Data updated 2026-08-11
- $62M
- Total assets
- 623
- Participants
- 86th
- Percentile by assets
- $98,755
- Avg per participant
Official DOL plan name: Evergen 401(k) Plan · Sponsored by EVERGEN · Florida · Healthcare & Social Assistance
$62M in assets, 623 participants
EVERGEN's Evergen 401(k) Plan reported $62M in total assets and 623 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 123,622 plans)
- #14,943 in Healthcare & Social Assistance (16,916 peers)
Where Evergen 401(k) Plan sits by assets
Evergen 401(k) Plan sits in the top quartile of all filed plans by assets, $62M for 623 participants (~$98,755/participant), up 20.8% in 2024.
- $62M
- total plan assets (2024 EOY)
- 623
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $98,755
- avg assets per participant
Where Evergen 401(k) Plan sits by total assets
Evergen 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,524,424 Top 14% higher than 86% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evergen 401(k) Plan end-of-year assets rose from $51M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Evergen 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Evergen 401(k) Plan reported participants fell from 648 in the plan year 2023 filing to 623 in the plan year 2024 filing.
Evergen 401(k) Plan vs the 2024 asset distribution
By assets, Evergen 401(k) Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $11M |
| Employer EIN | 844049000 |
| Plan Effective Date | 2020-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (EVERGEN)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 635 | $39M |
| 2023 | 1 | 648 | $51M |
| 2024 | 1 | 623 | $62M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Evergen 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Evergen 401(k) Plan by total assets, not by location.
- The Harkins Group Employees 401(k) Profit Sharing Retirement Plan (MD) $62M · 327
- Encorevet Group 401(k) Plan (NY) $62M · 1,940
- Sankyo Holdings, Inc. 401(k)Plan (CA) $62M · 259
- Cassens Retirement Plan (IL) $62M · 195
Frequently Asked Questions
How did Evergen 401(k) Plan assets move in 2024? ▼
How have EVERGEN plan assets changed over time? ▼
Where does Evergen 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Evergen 401(k) Plan? ▼
Next read for Evergen 401(k) Plan
Scale reading
Ways to act on Evergen 401(k) Plan's numbers.
- By total assets, Evergen 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- EVERGEN's sponsor-wide assets have grown 58.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans