Profit Sharing · DOL Form 5500 · 2024
Everett Group LLC Profit Sharing Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 268
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $73,282
- Avg per participant Below avg balance/head
Official DOL plan name: Everett Group LLC 401(k) Profit Sharing Plan · Sponsored by Everett Group LLC · Arkansas · Retail Trade
$20M in assets, 268 participants
Everett Group LLC's Everett Group LLC 401(k) Profit Sharing Plan reported $20M in total assets and 268 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #6,487 in Retail Trade (8,048 peers)
Coverage in Arkansas
Everett Group LLC 401(k) Profit Sharing Plan covers 268 participants in Arkansas, about 10% of the average Arkansas filer (state average ~2,784 per filing). Assets: $20M.
- #6,487
- in Retail Trade (8,048 peers)
- +20.2%
- assets growth YoY
Everett Group LLC 401(k) Profit Sharing Plan's outsized position by total assets
Everett Group LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,639,553 Top 30% higher than 70% 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 Group LLC 401(k) Profit Sharing 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. Everett Group LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (268 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Everett Group LLC 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Everett Group LLC 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Everett Group LLC 401(k) Profit Sharing Plan reported participants rose from 260 in the plan year 2023 filing to 268 in the plan year 2024 filing.
DOL schedule card
Filing strip 205693520 · Everett Group LLC PY 2024 · Profit Sharing
Everett Group LLC 401(k) Profit Sharing Plan · $20M · 268 · 70th
- PART $20M
- PART 268
- PART 70th
- PART Profit Sharing
- PART near Incodema Retirement Plan
- PART ind #6487
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 Retail Trade retirement plans → · Plans in Arkansas →
Everett Group LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Arkansas filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 205693520 |
| Plan Effective Date | 2008-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Everett Group LLC)
Sponsor-wide plan assets over time
All Everett Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 46.88530987821704% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 264 | $13M |
| 2023 | 1 | 260 | $16M |
| 2024 | 1 | 268 | $20M |
Nearby Profit Sharing Plans in Arkansas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Heifer International 403(b) Plan $54M · 237
- Arcare Retirement Plan $49M · 1,309
- Baxter Regional Medical Center 401(a) Plan $46M · 2,083
- Dyke Industries, Inc. Profit Sharing Plan & Trust $36M · 608
- Wehco Profit Sharing Plan $21M · 653
Everett Group LLC 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arkansas, the nearest Profit Sharing by assets is Incodema Retirement Plan in NY ($20M); by covered participants it is Kenneth C. Griffin Museum of Science and Industry 401(k) Plan in IL (268 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Incodema Retirement Plan (NY) $20M · 25
- First Medical Health Retirement Savings Plan (PR) $20M · 775
- Northwest Human Services 403(b) Plan (OR) $20M · 235
- Chp 403(b) Employee Retirement Plan (VA) $20M · 420
Similar participant headcount
Nearest other-state filings by covered participants (268 participants); asset peers above are excluded.
- Kenneth C. Griffin Museum of Science and Industry 401(k) Plan (IL) 268 · 0 off
- Triangle Dealers Group Retirement Plan (PR) 268 · 0 off
- Northland Counseling Center, Inc.403(b) Plan (MN) 268 · 0 off
- Cpm Pr Savings & Retirement Plan (PR) 268 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.