Everge Interests, Inc.ESOP

Everge Interests, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $1,583,948 across 108 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Texas (5,072nd of 5,688), and 738th of 786 in management of companies. active participation has shrunk from 43 to 31 since 2021.