401(k) · DOL Form 5500 · 2024
Everest Group Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 300
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $27,932
- Avg per participant Low balance/head
Official DOL plan name: Everest Group Holdings LLC 401(k) Plan · Sponsored by Everest Group Holdings LLC · Pennsylvania · Real Estate
$8M in assets, 300 participants
Everest Group Holdings LLC's Everest Group Holdings LLC 401(k) Plan reported $8M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #3,238 in Real Estate (4,605 peers)
Coverage in Pennsylvania
Everest Group Holdings LLC 401(k) Plan covers 300 participants in Pennsylvania, about 37% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.
- #3,238
- in Real Estate (4,605 peers)
- +0.0%
- assets growth YoY
Everest Group Holdings LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Everest Group Holdings LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,379,705 Top 48% higher than 52% 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
Everest Group Holdings 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. Everest Group Holdings LLC 401(k) Plan sits mid-pack in the medium band (300 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Everest Group Holdings LLC 401(k) Plan reported net income fell from $366K in the plan year 2023 filing to $1K in the plan year 2024 filing.
- Everest Group Holdings LLC 401(k) Plan reported participants fell from 336 in the plan year 2023 filing to 300 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 815423461 · Everest Group Holdings LLC PY 2024 · 401(k)
Everest Group Holdings LLC 401(k) Plan · $8M · 300 · 52nd
- IND $8M
- EOY 300
- 5500 52nd
- ASSETS 401(k)
- PCT near Pamar Enterprises, Inc Employee's 401(k) Profit Sharing Plan
- EIN ind #3238
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 Real Estate retirement plans → · Plans in Pennsylvania →
Everest Group Holdings LLC 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1K |
| Employer EIN | 815423461 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Everest Group Holdings LLC)
Sponsor-wide plan assets over time
All Everest Group Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 4.582627614954145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 306 | $8M |
| 2023 | 1 | 336 | $8M |
| 2024 | 1 | 300 | $8M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Everest Group Holdings LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Pamar Enterprises, Inc Employee's 401(k) Profit Sharing Plan in MI ($8M); by covered participants it is Vital Plastics, Inc. 401(k) Plan in WI (300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (300 participants); asset peers above are excluded.
- Vital Plastics, Inc. 401(k) Plan (WI) 300 · 0 off
- Minnesota Elevator, Inc. 401(k) Profit Sharing Plan (MN) 300 · 0 off
- Macrosource, LLC 401(k) Plan for Non-Union Employees (GA) 300 · 0 off
- Norwell Vna and Hospice 401(k) Plan & Trust (MA) 300 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.