401(k) · DOL Form 5500 · 2024
Everbrite, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $64,437
- Avg per participant Low balance/head
Official DOL plan name: The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan · Sponsored by Everbrite, LLC · Wisconsin · Manufacturing
$4M in assets, 68 participants
Everbrite, LLC's The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan reported $4M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #4,050 in Manufacturing (17,777 peers)
2024 asset change
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan declined sharply 19.4% in 2024 ($5M → $4M) for 68 participants.
- #4,050
- in Manufacturing (17,777 peers)
- -19.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan's mid-pack asset rank among Manufacturing and all filers
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,381,748 40th percentile higher than 40% 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 Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan reported net income fell from $465K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan reported participants fell from 79 in the plan year 2023 filing to 68 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 651164066 · Everbrite, LLC PY 2024 · 401(k)
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan · $4M · 68 · 40th
- PCT $4M
- EIN 68
- RANK 40th
- PHOTO 401(k)
- IND near Hoffman Grayson Loizides Vandrei & Vandrei Architects LLP Retirement Plan
- EOY ind #4050
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 Manufacturing retirement plans → · Plans in Wisconsin →
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in the asset neighbourhood
Everbrite, LLC years around the 2024 move
Sponsor-wide plan assets over time
All Everbrite, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 1.6539336492155114% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 661 | $55M |
| 2023 | 3 | 737 | $61M |
| 2024 | 2 | 631 | $54M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 651164066 |
| Plan Effective Date | 1970-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Hoffman Grayson Loizides Vandrei & Vandrei Architects LLP Retirement Plan in NY ($4M); by covered participants it is Cleverbridge, Inc. 401(k) Plan in IL (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.
- Cleverbridge, Inc. 401(k) Plan (IL) 68 · 0 off
- E-Technology LLC 401(k) Profit Sharing Plan & Trust (TX) 68 · 0 off
- Arland Tool & Manufacturing Inc. 401(k) Plan (MA) 68 · 0 off
- Mpc 401(k) Plan (TX) 68 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.