401(k) · DOL Form 5500 · 2024
Evergreen Senior Management LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 895
- Participants Near avg headcount
- 55th
- Percentile by assets National rank
- $10,665
- Avg per participant Low balance/head
Official DOL plan name: Evergreen Senior Management LLC 401(k) Plan · Sponsored by Evergreen Senior Management LLC · Pennsylvania · Healthcare & Social Assistance
$10M in assets, 895 participants
Evergreen Senior Management LLC's Evergreen Senior Management LLC 401(k) Plan reported $10M in total assets and 895 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,174 in Healthcare & Social Assistance (16,916 peers)
Evergreen Senior Management LLC multi-year trail
Evergreen Senior Management LLC's plans moved +25.9% in assets from 2022 to 2024; this filing shows Evergreen Senior Management LLC 401(k) Plan at $10M / 895 participants.
- #10,174
- in Healthcare & Social Assistance (16,916 peers)
- +7.6%
- assets growth YoY
Evergreen Senior Management LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Evergreen Senior Management LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,544,797 Top 45% higher than 55% 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
Evergreen Senior Management LLC 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. Evergreen Senior Management LLC 401(k) Plan sits mid-pack in the medium band (895 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evergreen Senior Management LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $672K in the plan year 2024 filing.
- Evergreen Senior Management LLC 401(k) Plan reported participants rose from 724 in the plan year 2023 filing to 895 in the plan year 2024 filing.
- Evergreen Senior Management LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 463140763 · Evergreen Senior Management LLC PY 2024 · 401(k)
Evergreen Senior Management LLC 401(k) Plan · $10M · 895 · 55th
- RANK $10M
- RANK 895
- RANK 55th
- RANK 401(k)
- RANK near Boys & Girls Clubs of Delaware Inc. Retirement Plan
- RANK ind #10174
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 Pennsylvania →
Evergreen Senior Management LLC 401(k) Plan in the asset neighbourhood
Evergreen Senior Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Evergreen Senior Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 25.88323906507056% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 960 | $8M |
| 2023 | 1 | 724 | $9M |
| 2024 | 1 | 895 | $10M |
Evergreen Senior Management LLC filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $672K |
| Employer EIN | 463140763 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Evergreen Senior Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Boys & Girls Clubs of Delaware Inc. Retirement Plan in DE ($10M); by covered participants it is Marc Glassman, Inc. 401(k) Plan in OH (895 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (895 participants); asset peers above are excluded.
- Marc Glassman, Inc. 401(k) Plan (OH) 895 · 0 off
- Ubg 401(k) - Agtegra (SD) 895 · 0 off
- Bottleneck Management Restaurant Group 401(k) P/S Plan (IL) 895 · 0 off
- Puget Consumers' Co-Op Union Employees' 401(k) Retirement Plan & Trust (WA) 895 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.