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Employer · plans filed under one EIN

Everbrite, LLC

Greenfield, WI · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$54.5Mnet assets across plans
1,091participant records565 active
$619Kemployer contributions, latest plan years$1,096 per active record
$133KSchedule C compensation to organisations$121.53 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Everbrite, LLC's employer identification number (Greenfield, Wisconsin). Their latest filings total 1,091 participant records and $54.5M in net assets.

The largest is Everbrite, LLC Profit Sharing Plan, a 401(k) plan with 851 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $619K and participant contributions $2.4M in the latest plan years; benefits paid were $10.2M. Schedule C compensation reported to service provider organisations totalled $133K.

Combined net assets moved from $37.1M in 2009 to $54.5M in 2024 (up 47%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Everbrite, LLC Profit Sharing Plan401(k) plan2024851$50.1M$58,859$966$117K
The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan401(k) plan2024240$4.4M$18,257$1,931$15K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $37.1M2010: $39.9M2011: $38.5M2012: $42.9M2013: $47.9M2014: $48.5M2015: $49.8M2016: $51.5M2017: $53.4M2018: $50.4M2019: $58.4M2020: $55.5M2021: $66.1M2022: $55.4M2023: $55.4M2024: $54.5M$37.1M$66.1M$54.5M20092012201620202024
Combined net assets
2009: 7082010: 5692011: 5812012: 5952013: 6082014: 6322015: 8202016: 8292017: 9052018: 9222019: 9462020: 8812021: 1,0732022: 1,1192023: 1,1322024: 1,0917081,1321,09120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,091$54.5M$619K$2.4M
202321,132$55.4M$615K$2.4M
202221,119$55.4M$622K$2.5M
202121,073$66.1M$595K$2.2M
20201881$55.5M$460K$2.2M
20191946$58.4M$492K$2.4M
20181922$50.4M$440K$2.2M
20171905$53.4M$419K$2.1M
20161829$51.5M$421K$2.1M
20151820$49.8M$438K$2.2M
20141632$48.5M$316K$1.6M
20131608$47.9M$307K$1.7M
20121595$42.9M$308K$1.6M
20111581$38.5M$303K$1.5M
20101569$39.9M$365K$1.6M
20092708$37.1M$467K$1.6M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Spectrum Investment Advisors Inc.Investment advisory (plan)2$89,402
Empower Annuity Insurance Company O—2$43,187

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Spectrum Investment Advisors Inc.$89K
Empower Annuity Insurance Company O$43K

Questions and answers

How many retirement plans does Everbrite, LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Everbrite, LLC Profit Sharing Plan and The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Everbrite, LLC contribute to its plans?

$619,228 in employer contributions across these plans in their latest plan years, about $1,096 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Spectrum Investment Advisors Inc. and Empower Annuity Insurance Company O. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.