401(k) · DOL Form 5500 · 2024

Everence Services, LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
383
Participants Below avg headcount
86th
Percentile by assets National rank
$160,252
Avg per participant Above avg balance/head
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Official DOL plan name: Everence Services, LLC 401(k) Plan · Sponsored by Everence Services, LLC · Indiana · Professional & Technical Services

$61M in assets, 383 participants

Everence Services, LLC's Everence Services, LLC 401(k) Plan reported $61M in total assets and 383 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.

  • #17,599 in Professional & Technical Services (20,173 peers)

Where Everence Services, LLC 401(k) Plan sits by assets

Everence Services, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $61M for 383 participants (~$160,252/participant), up 7.6% in 2024.

#17,599
in Professional & Technical Services (20,173 peers)
+7.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Everence Services, LLC 401(k) Plan's outsized position by total assets

Everence Services, LLC 401(k) Plan vs every filed plan by assets

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

$61,376,400 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

Everence Services, LLC 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. Everence Services, LLC 401(k) Plan sits mid-pack in the medium band (383 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Everence Services, LLC 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Everence Services, LLC 401(k) Plan end-of-year assets rose from $57M in the plan year 2023 filing to $61M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351962055 · Everence Services, LLC PY 2024 · 401(k)

Everence Services, LLC 401(k) Plan · $61M · 383 · 86th

  • IND $61M
  • IND 383
  • IND 86th
  • IND 401(k)
  • IND near Sesac Rights Management Inc. Savings Plan
  • IND ind #17599

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 Indiana →

Everence Services, LLC 401(k) Plan in the asset neighbourhood

Everence Services, LLC 401(k) PlanEverence Services, LLC 401(k…$61MSesac Rights Management Inc. Savings PlanSesac Rights Management Inc.…$61MCsm Companies, Inc. 401(k) PlanCsm Companies, Inc. 401(k) P…$61MWisconsin Sheet Metal Workers 401(k) Profit Sharing PlanWisconsin Sheet Metal Worker…$61MCommunitycare 401(k) Savings PlanCommunitycare 401(k) Savings…$61M
End-of-year total assets ($M) among Everence Services, LLC 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)$57M
Net Assets (End of Year)$61M
Net Income$4M
Employer EIN351962055
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everence Services, LLC)

Sponsor-wide plan assets over time

All Everence Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 24.21685462938118% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.4M $61.4M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 379 $49M
2023 1 383 $57M
2024 1 383 $61M

Nearby 401(k) Plans in Indiana

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

Everence Services, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Everence Services, LLC 401(k) Plan, Total assets ($B): 0.0613764 · Participants: 383Everence Services, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Everence Services, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Everence Services, LLC 401(k) Plan side-by-side with 3 peers →

Everence Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Sesac Rights Management Inc. Savings Plan in TN ($61M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (383 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Everence Services, LLC 401(k) Plan assets move in 2024? ▼
Everence Services, LLC 401(k) Plan grew at a solid clip - up 7.6% during 2024, from $57M to $61M. Reported net income was $4M.
How have Everence Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everence Services, LLC's sponsor-wide assets grew 24.2%, from $49M to $61M.
Where does Everence Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Everence Services, LLC 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 Everence Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sesac Rights Management Inc. Savings Plan in TN ($61M, 353 participants).
Which 401(k) plans cover a similar participant headcount to Everence Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (383 participants, $4M 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 351962055.

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.