401(k) · DOL Form 5500 · 2024

Everence Services, LLC 401(k) Plan

Data updated 2026-08-11

$61M
Total assets
383
Participants
86th
Percentile by assets
$160,252
Avg per participant
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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.

  • 86th percentile by assets (of 123,622 plans)
  • #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.

$61M
total plan assets (2024 EOY)
383
covered participants
86th
percentile by assets (of 123,622 plans)
$160,252
avg assets per participant

Where Everence Services, LLC 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Indiana
Industry
Professional & Technical Services

Everence Services, LLC 401(k) Plan vs the 2024 asset distribution

By assets, Everence Services, LLC 401(k) Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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)

$45M$50M$55M$60M$65M 202220232024 $49.4M $61.4M ▲ +24.2%
Total plan assets by year, all Everence Services, LLC plans on file
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 ($B) Participants Everence Services, L…, Total assets ($B): 0.0613764 · Participants: 383Everence Services, L…The Lilly Employee 4…, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 4…Elevance Health 401(…, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(…Cummins Retirement a…, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc.…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Everence Services, LLC 401(k) Plan by total assets, not by location.

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).

Next read for Everence Services, LLC 401(k) Plan

Scale reading

Ways to act on Everence Services, LLC 401(k) Plan's numbers.

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.