401(k) · DOL Form 5500 · 2024

Evans Petree PC 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
82
Participants Small participant base
88th
Percentile by assets National rank
$947,793
Avg per participant High balance/head
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Official DOL plan name: Evans Petree PC 401(k) Plan and Trust · Sponsored by Evans Petree PC · Tennessee · Professional & Technical Services

$78M in assets, 82 participants

Evans Petree PC's Evans Petree PC 401(k) Plan and Trust reported $78M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,072 in Professional & Technical Services (20,173 peers)

Where Evans Petree PC 401(k) Plan and Trust sits by assets

Evans Petree PC 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $78M for 82 participants (~$947,793/participant), up 14.3% in 2024.

#18,072
in Professional & Technical Services (20,173 peers)
+14.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Evans Petree PC 401(k) Plan and Trust's outsized position by total assets

Evans Petree PC 401(k) Plan and Trust vs every filed plan by assets

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

$77,719,051 Top 12% higher than 88% 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

Evans Petree PC 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evans Petree PC 401(k) Plan and Trust is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Evans Petree PC 401(k) Plan and Trust reported net income fell from $14M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Evans Petree PC 401(k) Plan and Trust end-of-year assets rose from $68M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • Evans Petree PC 401(k) Plan and Trust reported participants fell from 86 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 620998330 · Evans Petree PC PY 2024 · 401(k)

Evans Petree PC 401(k) Plan and Trust · $78M · 82 · 88th

  • VS-ST $78M
  • BOY 82
  • SCH 88th
  • EBSA 401(k)
  • PART near Ninyo & Moore Geotechnical & Environmental Sciences Consultants
  • TYPE ind #18072

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Evans Petree PC 401(k) Plan and Trust in the asset neighbourhood

Ab Mauri Food Inc. Savings PlanAb Mauri Food Inc. Savings P…$78MLsa Associates, Inc. Profit-Sharing and Savings Plan and TrustLsa Associates, Inc. Profit-…$78MNinyo & Moore Geotechnical & Environmental Sciences ConsultantsNinyo & Moore Geotechnical &…$78MEvans Petree PC 401(k) Plan and TrustEvans Petree PC 401(k) Plan …$78MWeathertech Direct, LLC 401(k) PlanWeathertech Direct, LLC 401(…$78M
End-of-year total assets ($M) among Evans Petree PC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$78M
Net Income$10M
Employer EIN620998330
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evans Petree PC)

Sponsor-wide plan assets over time

All Evans Petree PC plans reported in each filing year

Latest sponsor-wide plan assets
$78M 44.34481068126011% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $53.8M $77.7M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 75 $54M
2023 1 86 $68M
2024 1 82 $78M

Nearby 401(k) Plans in Tennessee

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

Evans Petree PC 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Evans Petree PC 401(k) Plan and Trust, Total assets ($B): 0.077719051 · Participants: 82Evans Petree PC 401(k) Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Evans Petree PC 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Evans Petree PC 401(k) Plan and Trust side-by-side with 3 peers →

Evans Petree PC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Ninyo & Moore Geotechnical & Environmental Sciences Consultants in CA ($78M); by covered participants it is Infopaginas 1081.01(D) Plan in PR (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Evans Petree PC 401(k) Plan and Trust assets move in 2024? ▼
Evans Petree PC 401(k) Plan and Trust grew at a solid clip - up 14.3% during 2024, from $68M to $78M. Reported net income was $10M.
How have Evans Petree PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evans Petree PC's sponsor-wide assets grew 44.3%, from $54M to $78M.
Where does Evans Petree PC 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Evans Petree PC 401(k) Plan and Trust ranks in the 88th 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 Evans Petree PC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ninyo & Moore Geotechnical & Environmental Sciences Consultants in CA ($78M, 541 participants).
Which 401(k) plans cover a similar participant headcount to Evans Petree PC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Infopaginas 1081.01(D) Plan in PR (82 participants, $801K 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 620998330.

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.