401(k) · DOL Form 5500 · 2024

Evergreen Retirement Community, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
300
Participants Below avg headcount
60th
Percentile by assets National rank
$40,621
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Retirement Community, Inc. 403(b) Plan · Sponsored by Evergreen Retirement Community, Inc. · Wisconsin · Healthcare & Social Assistance

$12M in assets, 300 participants

Evergreen Retirement Community, Inc.'s Evergreen Retirement Community, Inc. 403(b) Plan reported $12M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,060 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Evergreen Retirement Community, Inc. 403(b) Plan holds $12M for 300 participants - about $40,621 per participant, above the median plan by assets.

#11,060
in Healthcare & Social Assistance (16,916 peers)
+3.3%
assets growth YoY

Evergreen Retirement Community, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Evergreen Retirement Community, Inc. 403(b) Plan vs every filed plan by assets

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

$12,186,236 Top 40% higher than 60% 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

Evergreen Retirement Community, Inc. 403(b) 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. Evergreen Retirement Community, Inc. 403(b) Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Evergreen Retirement Community, Inc. 403(b) Plan reported net income rose from $209K in the plan year 2023 filing to $394K in the plan year 2024 filing.
  • Evergreen Retirement Community, Inc. 403(b) Plan reported participants rose from 269 in the plan year 2023 filing to 300 in the plan year 2024 filing.
  • Evergreen Retirement Community, Inc. 403(b) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391081800 · Evergreen Retirement Community, Inc. PY 2024 · 401(k)

Evergreen Retirement Community, Inc. 403(b) Plan · $12M · 300 · 60th

  • BOY $12M
  • SCH 300
  • EBSA 60th
  • PART 401(k)
  • TYPE near Victory Solutions, Inc. 401(k) Plan
  • NET ind #11060

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Evergreen Retirement Community, Inc. 403(b) Plan in the asset neighbourhood

Evergreen Retirement Community, Inc. 403(b) PlanEvergreen Retirement Communi…$12MVictory Solutions, Inc. 401(k) PlanVictory Solutions, Inc. 401(…$12MNadap, Inc. Retirement Plan$12MNorthwest Oral & Maxillofacial Surgery, Ltd. Profit Sharing PlanNorthwest Oral & Maxillofaci…$12MMti 401(k) Plan$12M
End-of-year total assets ($M) among Evergreen Retirement Community, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$394K
Employer EIN391081800
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Retirement Community, Inc.)

Sponsor-wide plan assets over time

All Evergreen Retirement Community, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 5.21186666031229% vs 2022
2024 filing year
$11.4M$11.6M$11.8M$12M$12.2M$12.4M 202220232024 $11.6M $12.2M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 286 $12M
2023 1 269 $12M
2024 1 300 $12M

Nearby 401(k) Plans in Wisconsin

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

Evergreen Retirement Community, Inc. 403(b) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Evergreen Retirement Community, Inc. 403(b) Plan, Total assets ($B): 0.012186236 · Participants: 300Evergreen Retirement Community, Inc. 403(b) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Evergreen Retirement Community, Inc. 403(b) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Evergreen Retirement Community, Inc. 403(b) Plan side-by-side with 3 peers →

Evergreen Retirement Community, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Victory Solutions, Inc. 401(k) Plan in AL ($12M); by covered participants it is Minnesota Elevator, Inc. 401(k) Profit Sharing Plan in MN (300 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Evergreen Retirement Community, Inc. 403(b) Plan assets move in 2024? ▼
Evergreen Retirement Community, Inc. 403(b) Plan edged up modestly - up 3.3% during 2024, from $12M to $12M. Reported net income was $394K.
How have Evergreen Retirement Community, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Retirement Community, Inc.'s sponsor-wide assets grew 5.2%, from $12M to $12M.
Which 401(k) plans are similar in size to Evergreen Retirement Community, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Victory Solutions, Inc. 401(k) Plan in AL ($12M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Evergreen Retirement Community, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Minnesota Elevator, Inc. 401(k) Profit Sharing Plan in MN (300 participants, $33M 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 391081800.

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.