401(k) · DOL Form 5500 · 2024

EVERGEN 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
623
Participants Below avg headcount
86th
Percentile by assets National rank
$98,755
Avg per participant Below avg balance/head
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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.

  • #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.

#14,943
in Healthcare & Social Assistance (16,916 peers)
+20.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Evergen 401(k) Plan's outsized position 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

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

Evergen 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. Evergen 401(k) Plan sits mid-pack in the medium band (623 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 844049000 · EVERGEN PY 2024 · 401(k)

Evergen 401(k) Plan · $62M · 623 · 86th

  • EBSA $62M
  • PART 623
  • TYPE 86th
  • NET 401(k)
  • BOOK near The Harkins Group Employees 401(k) Profit Sharing Retirement Plan
  • VS-ST ind #14943

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 Florida →

Evergen 401(k) Plan in the asset neighbourhood

Encorevet Group 401(k) Plan$62MSankyo Holdings, Inc. 401(k)PlanSankyo Holdings, Inc. 401(k)…$62MEvergen 401(k) Plan$62MThe Harkins Group Employees 401(k) Profit Sharing Retirement PlanThe Harkins Group Employees …$62MCassens Retirement Plan$62M
End-of-year total assets ($M) among Evergen 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)$51M
Net Assets (End of Year)$62M
Net Income$11M
Employer EIN844049000
Plan Effective Date2020-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EVERGEN)

Sponsor-wide plan assets over time

All EVERGEN plans reported in each filing year

Latest sponsor-wide plan assets
$62M 58.731821875764076% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.8M $61.5M ▲ +58.7%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Evergen 401(k) Plan, Total assets ($B): 0.061524424 · Participants: 623Evergen 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Evergen 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Evergen 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is The Harkins Group Employees 401(k) Profit Sharing Retirement Plan in MD ($62M); by covered participants it is The Hope 401(k) Retirement Savings Plan in IL (623 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (623 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 Evergen 401(k) Plan assets move in 2024? ▼
Evergen 401(k) Plan grew sharply - up 20.8% during 2024, from $51M to $62M. Reported net income was $11M.
How have EVERGEN plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), EVERGEN's sponsor-wide assets grew 58.7%, from $39M to $62M.
Where does Evergen 401(k) Plan rank by assets among Form 5500 filers? ▼
Evergen 401(k) Plan ranks in the 86th 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 Evergen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Harkins Group Employees 401(k) Profit Sharing Retirement Plan in MD ($62M, 327 participants).
Which 401(k) plans cover a similar participant headcount to Evergen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Hope 401(k) Retirement Savings Plan in IL (623 participants, $12M 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 844049000.

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.