401(k) · DOL Form 5500 · 2023

Evergreen Ford 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
153
Participants Small participant base
51st
Percentile by assets National rank
$44,894
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Evergreen Retirement Plan and Trust · Sponsored by Evergreen Ford · Washington · Retail Trade

$7M in assets, 153 participants

Evergreen Ford's Evergreen Retirement Plan and Trust reported $7M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,120 in Retail Trade (8,414 peers)

Coverage in Washington

Evergreen Retirement Plan and Trust covers 153 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $7M.

#5,120
in Retail Trade (8,414 peers)
+27.3%
assets growth YoY

Evergreen Retirement Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Evergreen Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,868,848 Top 49% higher than 51% of 127,068 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 2023

Evergreen Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evergreen Retirement Plan and Trust sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergreen Retirement Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Evergreen Retirement Plan and Trust reported participants rose from 88 in the plan year 2022 filing to 153 in the plan year 2023 filing.
  • Evergreen Retirement Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 861561207 · Evergreen Ford PY 2023 · 401(k)

Evergreen Retirement Plan and Trust · $7M · 153 · 51st

  • EBSA $7M
  • EBSA 153
  • EBSA 51st
  • EBSA 401(k)
  • EBSA near Lexus of Wesley Chapel 401(k) Plan
  • EBSA ind #5120

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 Retail Trade retirement plans → · Plans in Washington →

Evergreen Retirement Plan and Trust in the asset neighbourhood

Evergreen Retirement Plan and TrustEvergreen Retirement Plan an…$7MLexus of Wesley Chapel 401(k) PlanLexus of Wesley Chapel 401(k…$7MAllegheny Health Network Home Medical Equipment 401(k) ProfitAllegheny Health Network Hom…$7MFederated Wireless, Inc. 401(k) PlanFederated Wireless, Inc. 401…$7MDeangelo Contracting Services 401(k) PlanDeangelo Contracting Service…$7M
End-of-year total assets ($M) among Evergreen Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN861561207
Plan Effective Date1991-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Ford)

Sponsor-wide plan assets over time

All Evergreen Ford plans reported in each filing year

Latest sponsor-wide plan assets
$6M 14.090557515721727% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.4M $6.16M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 88 $5M
2023 1 153 $7M
2024 1 130 $6M

Nearby 401(k) Plans in Washington

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

Evergreen Retirement Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Evergreen Retirement Plan and Trust, Total assets ($B): 0.006868848 · Participants: 153Evergreen Retirement Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Evergreen Retirement Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Evergreen Retirement Plan and Trust side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Lexus of Wesley Chapel 401(k) Plan in FL ($7M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Evergreen Retirement Plan and Trust assets move in 2023? ▼
Evergreen Retirement Plan and Trust grew sharply - up 27.3% during 2023, from $5M to $7M. Reported net income was $1M.
How have Evergreen Ford plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Ford's sponsor-wide assets grew 14.1%, from $5M to $6M.
Which 401(k) plans are similar in size to Evergreen Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lexus of Wesley Chapel 401(k) Plan in FL ($7M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 861561207.

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.