Other · DOL Form 5500 · 2024
The Evergreen School Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 122
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $255,511
- Avg per participant Above avg balance/head
Official DOL plan name: The Evergreen School 403(b) DC Plan · Sponsored by The Evergreen School · Washington · Educational Services
$31M in assets, 122 participants
The Evergreen School's The Evergreen School 403(b) DC Plan reported $31M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #2,279 in Educational Services (3,638 peers)
Coverage in Washington
The Evergreen School 403(b) DC Plan covers 122 participants in Washington, about 8% of the average Washington filer (state average ~1,476 per filing). Assets: $31M.
- #2,279
- in Educational Services (3,638 peers)
- +13.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Evergreen School 403(b) DC Plan's outsized position by total assets
The Evergreen School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,172,350 Top 22% higher than 78% 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
The Evergreen School 403(b) DC 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. The Evergreen School 403(b) DC Plan sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Evergreen School 403(b) DC Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- The Evergreen School 403(b) DC Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Evergreen School 403(b) DC Plan reported participants rose from 116 in the plan year 2023 filing to 122 in the plan year 2024 filing.
DOL schedule card
Filing strip 910756462 · The Evergreen School PY 2024 · Other
The Evergreen School 403(b) DC Plan · $31M · 122 · 78th
- BOOK $31M
- BOOK 122
- BOOK 78th
- BOOK Other
- BOOK near The Endocrine Society Defined Contribution Retirement Plan
- BOOK ind #2279
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 Educational Services retirement plans → · Plans in Washington →
The Evergreen School 403(b) DC Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 910756462 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Evergreen School)
Sponsor-wide plan assets over time
All The Evergreen School plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 31.994274666534217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $24M |
| 2023 | 1 | 116 | $28M |
| 2024 | 1 | 122 | $31M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.5B · 6,067
- Multicare Health System 403(b) Employee Savings Plan $1.2B · 16,022
- Overlake Hospital Medical Center 403(b)Retirement Plan $654M · 3,637
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $594M · 7,427
- Gonzaga University 403(b) Retirement Plan $522M · 2,294
The Evergreen School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is The Endocrine Society Defined Contribution Retirement Plan in DC ($31M); by covered participants it is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- The Endocrine Society Defined Contribution Retirement Plan (DC) $31M · 78
- Fraser 403(b) Retirement Plan (WI) $31M · 1,640
- Brookwood School 403(b) Retirement Plan (MA) $31M · 81
- Neighborhealth 403(b) Plan (MA) $31M · 173
Similar participant headcount
Nearest other-state filings by covered participants (122 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.