Current Snapshot
Latest Year
2024
2024 Participants
253
2024 Assets
$18,066,601
2024 Contributions
$4,437,645
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 253 | $18,066,601 | $4,437,645 | $17,540iApproximate average salary by contribution assumption: employee only about $438,502 at 4% or $292,335 at 6%; with 50% employer match about $292,335 at 4% or $194,890 at 6%; with 100% employer match about $219,251 at 4% or $146,167 at 6%. |
| Everly Health 401(K) Plan | - | 253 | $18,066,601 | $4,437,645 | $17,540iApproximate average salary by contribution assumption: employee only about $438,502 at 4% or $292,335 at 6%; with 50% employer match about $292,335 at 4% or $194,890 at 6%; with 100% employer match about $219,251 at 4% or $146,167 at 6%. |
| Everly Health Inc. Health and Welfare Plan | - | 246 | - | - | - |
| 2023 | 2 | 324 | $13,904,843 | $4,335,220 | $13,380iApproximate average salary by contribution assumption: employee only about $334,508 at 4% or $223,005 at 6%; with 50% employer match about $223,005 at 4% or $148,670 at 6%; with 100% employer match about $167,254 at 4% or $111,503 at 6%. |
| Everly Health 401(K) Plan | - | 315 | $13,904,843 | $4,335,220 | $13,763iApproximate average salary by contribution assumption: employee only about $344,065 at 4% or $229,377 at 6%; with 50% employer match about $229,377 at 4% or $152,918 at 6%; with 100% employer match about $172,033 at 4% or $114,688 at 6%. |
| Everly Health Inc. Health and Welfare Plan | - | 324 | - | - | - |
| 2022 | 2 | 462 | $10,497,950 | $7,482,348 | $16,196iApproximate average salary by contribution assumption: employee only about $404,889 at 4% or $269,926 at 6%; with 50% employer match about $269,926 at 4% or $179,951 at 6%; with 100% employer match about $202,444 at 4% or $134,963 at 6%. |
| Everly Health 401(K) Plan | - | 462 | $10,497,950 | $7,482,348 | $16,196iApproximate average salary by contribution assumption: employee only about $404,889 at 4% or $269,926 at 6%; with 50% employer match about $269,926 at 4% or $179,951 at 6%; with 100% employer match about $202,444 at 4% or $134,963 at 6%. |
| Everly Health Inc. Health and Welfare Plan | - | 366 | - | - | - |