401(k) · DOL Form 5500 · 2024

Eventus Wholehealth, PLLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
747
Participants Near avg headcount
68th
Percentile by assets National rank
$24,402
Avg per participant Low balance/head
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Official DOL plan name: Eventus Wholehealth, PLLC Employees' Retirement Plan · Sponsored by Eventus Wholehealth, PLLC · North Carolina · Healthcare & Social Assistance

$18M in assets, 747 participants

Eventus Wholehealth, PLLC's Eventus Wholehealth, PLLC Employees' Retirement Plan reported $18M in total assets and 747 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,398 in Healthcare & Social Assistance (16,916 peers)

Eventus Wholehealth, PLLC multi-year trail

Eventus Wholehealth, PLLC's plans moved +50.7% in assets from 2023 to 2024; this filing shows Eventus Wholehealth, PLLC Employees' Retirement Plan at $18M / 747 participants.

#12,398
in Healthcare & Social Assistance (16,916 peers)
+50.7%
assets growth YoY

Eventus Wholehealth, PLLC Employees' Retirement Plan's outsized position by total assets

Eventus Wholehealth, PLLC Employees' Retirement Plan vs every filed plan by assets

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

$18,228,395 Top 32% higher than 68% 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

Eventus Wholehealth, PLLC Employees' Retirement 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. Eventus Wholehealth, PLLC Employees' Retirement Plan sits mid-pack in the medium band (747 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eventus Wholehealth, PLLC Employees' Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Eventus Wholehealth, PLLC Employees' Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Eventus Wholehealth, PLLC Employees' Retirement Plan reported participants rose from 555 in the plan year 2023 filing to 747 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 825286393 · Eventus Wholehealth, PLLC PY 2024 · 401(k)

Eventus Wholehealth, PLLC Employees' Retirement Plan · $18M · 747 · 68th

  • NET $18M
  • BOOK 747
  • VS-ST 68th
  • BOY 401(k)
  • SCH near Convene 401(k) Profit Sharing Plan
  • EBSA ind #12398

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 North Carolina →

Eventus Wholehealth, PLLC Employees' Retirement Plan in the asset neighbourhood

Eventus Wholehealth, PLLC Employees' Retirement PlanEventus Wholehealth, PLLC Em…$18MConvene 401(k) Profit Sharing PlanConvene 401(k) Profit Sharin…$18MTwitchell Technical Products, LLC Retirement Savings & Investment PlanTwitchell Technical Products…$18MAdvanced Process Technologies, Inc. 401(k) Profit Sharing PlanAdvanced Process Technologie…$18MEmpire Industries, Inc. 401(k) Profit Sharing PlanEmpire Industries, Inc. 401(…$18M
End-of-year total assets ($M) among Eventus Wholehealth, PLLC Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Eventus Wholehealth, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Eventus Wholehealth, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 50.65442922110257% vs 2023
2024 filing year
$10M$12M$14M$16M$18M$20M 20232024 $12.1M $18.2M ▲ +50.7%
Year Plans Participants Total Assets
2023 1 555 $12M
2024 1 747 $18M

Eventus Wholehealth, PLLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$18M
Net Income$6M
Employer EIN825286393
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Eventus Wholehealth, PLLC Employees' Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Eventus Wholehealth, PLLC Employees' Retirement Plan, Total assets ($B): 0.018228395 · Participants: 747Eventus Wholehealth, PLLC Employees' Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Eventus Wholehealth, PLLC Employees' Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Eventus Wholehealth, PLLC Employees' Retirement Plan side-by-side with 3 peers →

Eventus Wholehealth, PLLC Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Convene 401(k) Profit Sharing Plan in NY ($18M); by covered participants it is Hecla Mining Company Capital Accumulation Plan in ID (747 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (747 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 Eventus Wholehealth, PLLC Employees' Retirement Plan assets move in 2024? ▼
Eventus Wholehealth, PLLC Employees' Retirement Plan surged - up 50.7% during 2024, from $12M to $18M. Reported net income was $6M.
How have Eventus Wholehealth, PLLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Eventus Wholehealth, PLLC's sponsor-wide assets grew 50.7%, from $12M to $18M.
Which 401(k) plans are similar in size to Eventus Wholehealth, PLLC Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Convene 401(k) Profit Sharing Plan in NY ($18M, 449 participants).
Which 401(k) plans cover a similar participant headcount to Eventus Wholehealth, PLLC Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hecla Mining Company Capital Accumulation Plan in ID (747 participants, $163M 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 825286393.

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.