401(k) · DOL Form 5500 · 2024
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 1,244
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $49,510
- Avg per participant Low balance/head
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.
- #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.
- #6,746
- in Finance & Insurance (8,549 peers)
- +8.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan's outsized position 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'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. Everett Financial, Inc. Dba Supreme Lending 401(k) Plan lands in the large band (1,244 participants).
What changed between DOL Form 5500 filings
plan year 2023 → 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.
EBSA filing schedule strip
Filing strip 752695327 · Everett Financial, Inc. Dba Supreme Lending PY 2024 · 401(k)
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan · $62M · 1,244 · 86th
- IND $62M
- IND 1,244
- IND 86th
- IND 401(k)
- IND near Accela, Inc. 401(k) & Profit Sharing Plan
- IND ind #6746
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 Finance & Insurance retirement plans → · Plans in Texas →
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Everett Financial, Inc. Dba Supreme Lending plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 10.697273663337295% vs 2022
- 2024 filing year
| 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.
- 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
Everett Financial, Inc. Dba Supreme Lending 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Accela, Inc. 401(k) & Profit Sharing Plan in CA ($62M); by covered participants it is Sumiriko Tennessee, Inc. 401(k) Savings Plan in TN (1,244 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,244 participants); asset peers above are excluded.
- Sumiriko Tennessee, Inc. 401(k) Savings Plan (TN) 1,244 · 0 off
- Lenox Hospitality Services, Inc. 401(k) Plan (RI) 1,244 · 0 off
- Icc Industries Inc. Employees' Savings Plan (NY) 1,244 · 0 off
- Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan (TN) 1,244 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.