401(k) · DOL Form 5500 · 2022
Epes Logistics Services, Inc 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $42,003
- Avg per participant Low balance/head
Official DOL plan name: Epes Logistics Services 401(k) Retirement Plan · Sponsored by Epes Logistics Services, Inc · North Carolina · Transportation & Warehousing
$8M in assets, 193 participants
Epes Logistics Services, Inc's Epes Logistics Services 401(k) Retirement Plan reported $8M in total assets and 193 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #2,450 in Transportation & Warehousing (3,876 peers)
Coverage in North Carolina
Epes Logistics Services 401(k) Retirement Plan covers 193 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.
- #2,450
- in Transportation & Warehousing (3,876 peers)
- -5.2%
- assets change YoY
The plan reported a net loss of $446K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Epes Logistics Services 401(k) Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Epes Logistics Services 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,106,672 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Epes Logistics Services 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epes Logistics Services 401(k) Retirement Plan sits mid-pack in the medium band (193 participants).
Form 5500 schedule snapshot
Filing strip 561647161 · Epes Logistics Services, Inc PY 2022 · 401(k)
Epes Logistics Services 401(k) Retirement Plan · $8M · 193 · 61st
- 5500 $8M
- ASSETS 193
- PCT 61st
- EIN 401(k)
- RANK near Barcel USA, LLC 401(k) Plan
- PHOTO ind #2450
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 Transportation & Warehousing retirement plans → · Plans in North Carolina →
Epes Logistics Services 401(k) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$446K |
| Employer EIN | 561647161 |
| Plan Effective Date | 2018-08-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Epes Logistics Services, Inc)
Sponsor-wide plan assets over time
All Epes Logistics Services, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 33.49840723788998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $8M |
| 2023 | 1 | 245 | $9M |
| 2024 | 1 | 181 | $11M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Epes Logistics Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Barcel USA, LLC 401(k) Plan in TX ($8M); by covered participants it is K&d Services 401(k) Plan in WA (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Barcel USA, LLC 401(k) Plan (TX) $8M · 280
- Ra-Lin Construction Company 401(k) Plan (GA) $8M · 131
- August Corso Sons, Inc. 401(k) Profit Sharing Plan (OH) $8M · 120
- Puretec Industrial Water 401(k) Plan (CA) $8M · 153
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.