401(k) · DOL Form 5500 · 2024

Evertree Insurance LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
10
Participants Small participant base
42nd
Percentile by assets National rank
$508,706
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Evertree Insurance 401(k) Plan · Sponsored by Evertree Insurance LLC · Virginia · Real Estate

$5M in assets, 10 participants

Evertree Insurance LLC's Evertree Insurance 401(k) Plan reported $5M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,855 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Evertree Insurance 401(k) Plan ranks #2,855 of 4,605 2024 filers by assets (510% of the sector average)-$5M for 10 participants.

#2,855
in Real Estate (4,605 peers)
+2066.8%
assets growth YoY

Evertree Insurance 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Evertree Insurance 401(k) Plan vs every filed plan by assets

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

$5,087,064 42nd percentile higher than 42% 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

Evertree Insurance 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evertree Insurance 401(k) Plan is a micro filing (10 participants), the leftmost band.

DOL schedule card

Filing strip 883442469 · Evertree Insurance LLC PY 2024 · 401(k)

Evertree Insurance 401(k) Plan · $5M · 10 · 42nd

  • EOY $5M
  • EOY 10
  • EOY 42nd
  • EOY 401(k)
  • EOY near Rad Power Bikes 401(k) Plan
  • EOY ind #2855

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 Real Estate retirement plans → · Plans in Virginia →

Evertree Insurance 401(k) Plan in the asset neighbourhood

Evertree Insurance 401(k) PlanEvertree Insurance 401(k) Pl…$5MRad Power Bikes 401(k) Plan$5MKey Lakes Savings Plan for Salaried EmployeesKey Lakes Savings Plan for S…$5MCs Operations Inc 401(k) Profit Sharing Plan & TrustCs Operations Inc 401(k) Pro…$5MPalacios Marine and Industrial Coatings 401(k) PlanPalacios Marine and Industri…$5M
End-of-year total assets ($M) among Evertree Insurance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$235K
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN883442469
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Evertree Insurance 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Evertree Insurance 401(k) Plan, Total assets ($B): 0.005087064 · Participants: 10Evertree Insurance 401(k) 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
Evertree Insurance 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Evertree Insurance 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Rad Power Bikes 401(k) Plan in WA ($5M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Evertree Insurance 401(k) Plan assets move in 2024? ▼
Evertree Insurance 401(k) Plan surged - up 2066.8% during 2024, from $235K to $5M. Reported net income was $2M.
Which 401(k) plans are similar in size to Evertree Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rad Power Bikes 401(k) Plan in WA ($5M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Evertree Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 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 883442469.

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.