401(k) · DOL Form 5500 · 2024

Everly Health, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
315
Participants Below avg headcount
68th
Percentile by assets National rank
$57,354
Avg per participant Low balance/head
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Official DOL plan name: Everly Health 401(k) Plan · Sponsored by Everly Health, Inc. · Texas · Healthcare & Social Assistance

$18M in assets, 315 participants

Everly Health, Inc.'s Everly Health 401(k) Plan reported $18M in total assets and 315 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.

  • #12,370 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Everly Health 401(k) Plan covers 315 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#12,370
in Healthcare & Social Assistance (16,916 peers)
+29.9%
assets growth YoY

Everly Health 401(k) Plan's outsized position by total assets

Everly Health 401(k) Plan vs every filed plan by assets

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

$18,066,601 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

Everly Health 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. Everly Health 401(k) Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Everly Health 401(k) Plan reported participants fell from 462 in the plan year 2023 filing to 315 in the plan year 2024 filing.
  • Everly Health 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Everly Health 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 862670281 · Everly Health, Inc. PY 2024 · 401(k)

Everly Health 401(k) Plan · $18M · 315 · 68th

  • PART $18M
  • PART 315
  • PART 68th
  • PART 401(k)
  • PART near R & D Tool & Engineering Company Profit Sharing Plan and Trust
  • PART ind #12370

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 Texas →

Everly Health 401(k) Plan in the asset neighbourhood

Everly Health 401(k) Plan$18MR & D Tool & Engineering Company Profit Sharing Plan and TrustR & D Tool & Engineering Com…$18MPico Electronics, Inc. 401(k) Retirement PlanPico Electronics, Inc. 401(k…$18MGreiner Electric, LLC 401(k) PlanGreiner Electric, LLC 401(k)…$18MProterra Powered LLC 401(k) PlanProterra Powered LLC 401(k) …$18M
End-of-year total assets ($M) among Everly Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN862670281
Plan Effective Date2018-08-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Everly Health, Inc.)

Sponsor-wide plan assets over time

All Everly Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 72.09646645297416% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.5M $18.1M ▲ +72.1%
Year Plans Participants Total Assets
2022 1 612 $10M
2023 1 462 $14M
2024 1 315 $18M

Nearby 401(k) Plans in Texas

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

Everly Health 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Everly Health 401(k) Plan, Total assets ($B): 0.018066601 · Participants: 315Everly Health 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Everly Health 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Everly Health 401(k) Plan side-by-side with 3 peers →

Everly Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is R & D Tool & Engineering Company Profit Sharing Plan and Trust in MO ($18M); by covered participants it is Child Crisis Arizona 401(k) Plan in AZ (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Everly Health 401(k) Plan assets move in 2024? ▼
Everly Health 401(k) Plan grew sharply - up 29.9% during 2024, from $14M to $18M. Reported net income was $4M.
How have Everly Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everly Health, Inc.'s sponsor-wide assets grew 72.1%, from $10M to $18M.
Which 401(k) plans are similar in size to Everly Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R & D Tool & Engineering Company Profit Sharing Plan and Trust in MO ($18M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Everly Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Child Crisis Arizona 401(k) Plan in AZ (315 participants, $11M 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 862670281.

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.