Other · DOL Form 5500 · 2024

Evergreen Center, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
286
Participants Below avg headcount
42nd
Percentile by assets National rank
$17,481
Avg per participant Low balance/head
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Official DOL plan name: Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan · Sponsored by Evergreen Center, Inc. · Massachusetts · Educational Services

$5M in assets, 286 participants

Evergreen Center, Inc.'s Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan reported $5M in total assets and 286 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #980 in Educational Services (3,638 peers)

Coverage in Massachusetts

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan covers 286 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#980
in Educational Services (3,638 peers)
+11.4%
assets growth YoY

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan's mid-pack asset rank among Educational Services and all filers

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan vs every filed plan by assets

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

$4,999,647 42nd percentile higher than 42% 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

Evergreen Center, Inc. Tax Deferred Annuity (Tda) 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 Center, Inc. Tax Deferred Annuity (Tda) Plan sits mid-pack in the medium band (286 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan reported net income fell from $765K in the plan year 2023 filing to $512K in the plan year 2024 filing.
  • Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan reported participants rose from 264 in the plan year 2023 filing to 286 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042753469 · Evergreen Center, Inc. PY 2024 · Other

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan · $5M · 286 · 42nd

  • RANK $5M
  • PHOTO 286
  • IND 42nd
  • EOY Other
  • 5500 near Friendship Place Retirement and Employee Savings Plan
  • ASSETS ind #980

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 Massachusetts →

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan in the asset neighbourhood

Evergreen Center, Inc. Tax Deferred Annuity (Tda) PlanEvergreen Center, Inc. Tax D…$5MFriendship Place Retirement and Employee Savings PlanFriendship Place Retirement …$5MY.a.H., Inc. Profit Sharing PlanY.a.H., Inc. Profit Sharing …$5MHomesafe 403(b) Retirement PlanHomesafe 403(b) Retirement P…$5MCetronia Ambulance Corps 403(b) PlanCetronia Ambulance Corps 403…$5M
End-of-year total assets ($M) among Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$512K
Employer EIN042753469
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Center, Inc.)

Sponsor-wide plan assets over time

All Evergreen Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 19.367588400968287% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.4M $16M ▲ +19.4%
Year Plans Participants Total Assets
2022 2 491 $13M
2023 2 469 $15M
2024 2 487 $16M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan, Total assets ($B): 0.004999647 · Participants: 286Evergreen Center, Inc. Tax Deferred Annuity (Tda) PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan side-by-side with 3 peers →

Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Friendship Place Retirement and Employee Savings Plan in DC ($5M); by covered participants it is Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan in WI (286 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan assets move in 2024? ▼
Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan grew at a solid clip - up 11.4% during 2024, from $4M to $5M. Reported net income was $512K.
How have Evergreen Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Center, Inc.'s sponsor-wide assets grew 19.4%, from $13M to $16M.
Which Other plans are similar in size to Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan? ▼
Among Other plans in other states, the closest by assets is Friendship Place Retirement and Employee Savings Plan in DC ($5M, 150 participants).
Which Other plans cover a similar participant headcount to Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan? ▼
Among Other plans in other states, the closest by covered participants is Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan in WI (286 participants, $58M 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 042753469.

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.