401(k) · DOL Form 5500 · 2023
Evensix Inc 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $265,943
- Avg per participant High balance/head
Official DOL plan name: Evensix Inc 401(k) Plan · Sponsored by Evensix Inc · Montana · Utilities
$1M in assets, 4 participants
Evensix Inc's Evensix Inc 401(k) Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #46 in Utilities (721 peers)
Evensix Inc multi-year trail
Evensix Inc's plans moved +14.1% in assets from 2023 to 2024; this filing shows Evensix Inc 401(k) Plan at $1M / 4 participants.
- #46
- in Utilities (721 peers)
- -9.7%
- assets change YoY
The plan reported a net loss of $114K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Evensix Inc 401(k) Plan among the smaller filed plans by assets
Evensix Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,063,773 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Evensix Inc 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evensix Inc 401(k) Plan is a micro filing (4 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 871347933 · Evensix Inc PY 2023 · 401(k)
Evensix Inc 401(k) Plan · $1M · 4 · 24th
- RANK $1M
- PHOTO 4
- IND 24th
- EOY 401(k)
- 5500 near C Richard Dickinson & Co 401(k) Plan
- ASSETS ind #46
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 Utilities retirement plans → · Plans in Montana →
Evensix Inc 401(k) Plan in the asset neighbourhood
Evensix Inc multi-year asset trail
Sponsor-wide plan assets over time
All Evensix Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 14.0738672630345% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
Evensix Inc filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$114K |
| Employer EIN | 871347933 |
| Plan Effective Date | 2021-07-29 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Logan Health Retirement Savings Plan $437M · 4,232
Evensix Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is C Richard Dickinson & Co 401(k) Plan in NV ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.