401(k) · DOL Form 5500 · 2024

Everside Capital Partners, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
35th
Percentile by assets National rank
$204,844
Avg per participant Above avg balance/head
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Official DOL plan name: Everside Capital Partners, LLC Incentive Savings Plan · Sponsored by Everside Capital Partners, LLC · New York · Finance & Insurance

$3M in assets, 16 participants

Everside Capital Partners, LLC's Everside Capital Partners, LLC Incentive Savings Plan reported $3M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,983 in Finance & Insurance (8,549 peers)

Everside Capital Partners, LLC multi-year trail

Everside Capital Partners, LLC's plans moved +136.5% in assets from 2022 to 2024; this filing shows Everside Capital Partners, LLC Incentive Savings Plan at $3M / 16 participants.

#1,983
in Finance & Insurance (8,549 peers)
+56.1%
assets growth YoY

Everside Capital Partners, LLC Incentive Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Everside Capital Partners, LLC Incentive Savings Plan vs every filed plan by assets

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

$3,277,508 35th percentile higher than 35% 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

Everside Capital Partners, LLC Incentive Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Everside Capital Partners, LLC Incentive Savings Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Everside Capital Partners, LLC Incentive Savings Plan reported net income rose from $714K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Everside Capital Partners, LLC Incentive Savings Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Everside Capital Partners, LLC Incentive Savings Plan reported participants rose from 11 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 813409162 · Everside Capital Partners, LLC PY 2024 · 401(k)

Everside Capital Partners, LLC Incentive Savings Plan · $3M · 16 · 35th

  • VS-ST $3M
  • VS-ST 16
  • VS-ST 35th
  • VS-ST 401(k)
  • VS-ST near Ken's Discount Building Materials, Inc 401(k) Profit Sharing Plan
  • VS-ST ind #1983

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 New York →

Everside Capital Partners, LLC Incentive Savings Plan in the asset neighbourhood

Everside Capital Partners, LLC Incentive Savings PlanEverside Capital Partners, L…$3MKen's Discount Building Materials, Inc 401(k) Profit Sharing PlanKen's Discount Building Mate…$3MPremier Forge Group Retirement PlanPremier Forge Group Retireme…$3MSand Hill Hotel Management, LLC 401(k) PlanSand Hill Hotel Management, …$3MMjd Concrete Works, Inc. 401(k) PlanMjd Concrete Works, Inc. 401…$3M
End-of-year total assets ($M) among Everside Capital Partners, LLC Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Everside Capital Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Everside Capital Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 136.5151001262854% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.39M $3.28M ▲ +136.0%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 11 $2M
2024 1 16 $3M

Everside Capital Partners, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN813409162
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Everside Capital Partners, LLC Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Everside Capital Partners, LLC Incentive Savings Plan, Total assets ($B): 0.003277508 · Participants: 16Everside Capital Partners, LLC Incentive Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Everside Capital Partners, LLC Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Everside Capital Partners, LLC Incentive Savings Plan side-by-side with 3 peers →

Everside Capital Partners, LLC Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ken's Discount Building Materials, Inc 401(k) Profit Sharing Plan in AR ($3M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

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 Everside Capital Partners, LLC Incentive Savings Plan assets move in 2024? ▼
Everside Capital Partners, LLC Incentive Savings Plan surged - up 56.1% during 2024, from $2M to $3M. Reported net income was $1M.
How have Everside Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everside Capital Partners, LLC's sponsor-wide assets grew 136.5%, from $1M to $3M.
Which 401(k) plans are similar in size to Everside Capital Partners, LLC Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ken's Discount Building Materials, Inc 401(k) Profit Sharing Plan in AR ($3M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Everside Capital Partners, LLC Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 813409162.

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.