401(k) · DOL Form 5500 · 2024

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan

Data updated 2026-08-11

$62M
Total assets: 1,244
Participants: 86th
Percentile by assets: $49,510
Avg per participant

Official DOL plan name: Everett Financial, Inc. Dba Supreme Lending 401(k) Plan · Sponsored by Everett Financial, Inc. Dba Supreme Lending · Texas · Finance & Insurance

$62M in assets, 1,244 participants

Everett Financial, Inc. Dba Supreme Lending's Everett Financial, Inc. Dba Supreme Lending 401(k) Plan reported $62M in total assets and 1,244 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)
#6,746 in Finance & Insurance (8,549 peers)

Where Everett Financial, Inc. Dba Supreme Lending 401(k) Plan sits by assets

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan sits in the top quartile of all filed plans by assets, $62M for 1,244 participants (~$49,510/participant), up 8.3% in 2024.

$62M
total plan assets (2024 EOY): 1,244
covered participants: 86th
percentile by assets (of 123,622 plans): $49,510
avg assets per participant

Where Everett Financial, Inc. Dba Supreme Lending 401(k) Plan sits by total assets

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan vs every filed plan by assets

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

$61,591,000 Top 14% higher than 86% 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

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan reported participants fell from 1,805 in the plan year 2023 filing to 1,244 in the plan year 2024 filing.
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan end-of-year assets rose from $57M in the plan year 2023 filing to $62M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Finance & Insurance

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan vs the 2024 asset distribution

By assets, Everett Financial, Inc. Dba Supreme Lending 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)	$62M
Net Income	$5M
Employer EIN	752695327
Plan Effective Date	2004-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Everett Financial, Inc. Dba Supreme Lending)

Total plan assets by year, all Everett Financial, Inc. Dba Supreme Lending plans on file

Year	Plans	Participants	Total Assets
2022	1	2,966	$56M
2023	1	1,805	$57M
2024	1	1,244	$62M

Nearby 401(k) Plans in Texas

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

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Everett Financial, Inc. Dba Supreme Lend… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Everett Financial, Inc. Dba Supreme Lending 401(k) Plan by total assets, not by location.

Accela, Inc. 401(k) & Profit Sharing Plan (CA) $62M · 291
Learn It Systems, LLC 401(k) Plan (MD) $62M · 5,627
Safilo USA Inc./Smith Sport Optics Inc. 401(k) Plan (NJ) $62M · 642
Local 344 Annuity Fund Plan (OK) $62M · 1,363

Frequently Asked Questions

How did Everett Financial, Inc. Dba Supreme Lending 401(k) Plan assets move in 2024? ▼

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan grew at a solid clip - up 8.3% during 2024, from $57M to $62M. Reported net income was $5M.

How have Everett Financial, Inc. Dba Supreme Lending plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Everett Financial, Inc. Dba Supreme Lending's sponsor-wide assets grew 10.7%, from $56M to $62M.

Where does Everett Financial, Inc. Dba Supreme Lending 401(k) Plan rank by assets among Form 5500 filers? ▼

Everett Financial, Inc. Dba Supreme Lending 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 Everett Financial, Inc. Dba Supreme Lending 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Accela, Inc. 401(k) & Profit Sharing Plan in CA ($62M, 291 participants).

Next read for Everett Financial, Inc. Dba Supreme Lend…

Scale reading

Ways to act on Everett Financial, Inc. Dba Supreme Lending 401(k) Plan's numbers.

By total assets, Everett Financial, Inc. Dba Supreme Lending 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
Everett Financial, Inc. Dba Supreme Lending's sponsor-wide assets have grown 10.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 752695327.