401(k) · DOL Form 5500 · 2024
Everise, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 4,331
- Participants Above avg headcount
- 62nd
- Percentile by assets National rank
- $3,154
- Avg per participant Low balance/head
Official DOL plan name: Everise Retirement Plan · Sponsored by Everise, Inc. · Florida · Professional & Technical Services
$14M in assets, 4,331 participants
Everise, Inc.'s Everise Retirement Plan reported $14M in total assets and 4,331 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,388 in Professional & Technical Services (20,173 peers)
Coverage in Florida
Everise Retirement Plan covers 4,331 participants in Florida, 6.9x the typical Florida plan (state average ~628 per filing). Assets: $14M.
- #12,388
- in Professional & Technical Services (20,173 peers)
- +4.1%
- assets growth YoY
Everise Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Everise Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,659,398 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Everise Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Everise Retirement Plan lands in the large band (4,331 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Everise Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $541K in the plan year 2024 filing.
- Everise Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2024 filing.
- Everise Retirement Plan reported participants rose from 4,210 in the plan year 2022 filing to 4,331 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 272209310 · Everise, Inc. PY 2024 · 401(k)
Everise Retirement Plan · $14M · 4,331 · 62nd
- SCH $14M
- SCH 4,331
- SCH 62nd
- SCH 401(k)
- SCH near Electri Flex Company Profit Sharing Plan
- SCH ind #12388
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 Florida →
Everise Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $541K |
| Employer EIN | 272209310 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Everise, Inc.)
Sponsor-wide plan assets over time
All Everise, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 18.612677631615508% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,210 | $12M |
| 2024 | 1 | 4,331 | $14M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Everise Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Electri Flex Company Profit Sharing Plan in IL ($14M); by covered participants it is Owens Corning Savings Plan in OH (4,331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Electri Flex Company Profit Sharing Plan (IL) $14M · 116
- Thrive Behavioral Health Inc. Pension Plan (RI) $14M · 290
- Sca Promotions 401(k) Plan (TX) $14M · 52
- American Ad Bag Profit Sharing 401(k) Plan and Trust (AZ) $14M · 89
Similar participant headcount
Nearest other-state filings by covered participants (4,331 participants); asset peers above are excluded.
- Owens Corning Savings Plan (OH) 4,331 · 0 off
- Pennant 401(k) Retirement Savings Plan (ID) 4,332 · 1 off
- Patton Wings, Inc. 401(k) Plan (MI) 4,328 · 3 off
- Zebra 401(k) Plan (IL) 4,327 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.