401(k) · DOL Form 5500 · 2022

Epic Research, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
22
Participants Small participant base
32nd
Percentile by assets National rank
$78,223
Avg per participant Below avg balance/head
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Official DOL plan name: Epic Research 401(k) Plan · Sponsored by Epic Research, LLC · Delaware · Professional & Technical Services

$2M in assets, 22 participants

Epic Research, LLC's Epic Research 401(k) Plan reported $2M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,047 in Professional & Technical Services (21,562 peers)

Epic Research, LLC multi-year trail

Epic Research, LLC's plans moved +76.1% in assets from 2022 to 2024; this filing shows Epic Research 401(k) Plan at $2M / 22 participants.

#6,047
in Professional & Technical Services (21,562 peers)
-15.3%
assets change YoY

The plan reported a net loss of $310K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epic Research 401(k) Plan among the smaller filed plans by assets

Epic Research 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,720,901 32nd percentile higher than 32% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Epic Research 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epic Research 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 260228118 · Epic Research, LLC PY 2022 · 401(k)

Epic Research 401(k) Plan · $2M · 22 · 32nd

  • BOY $2M
  • BOY 22
  • BOY 32nd
  • BOY 401(k)
  • BOY near Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #6047

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 Professional & Technical Services retirement plans → · Plans in Delaware →

Epic Research 401(k) Plan in the asset neighbourhood

Epic Research 401(k) Plan$2MKris Oaks Construction Inc 401(k) Profit Sharing Plan & TrustKris Oaks Construction Inc 4…$2MTherapeutic Alternatives Inc. 401(k) PlanTherapeutic Alternatives Inc…$2MMaruho Hatsujyo Innovations, Inc. 401(k) Profit Sharing PlanMaruho Hatsujyo Innovations,…$2MCaldwell Country 401(k) Plan$2M
End-of-year total assets ($M) among Epic Research 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Epic Research, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Epic Research, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 76.1283188283347% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.72M $3.03M ▲ +76.2%
Year Plans Participants Total Assets
2022 1 22 $2M
2023 1 17 $2M
2024 1 14 $3M

Epic Research, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$310K
Employer EIN260228118
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Delaware

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Epic Research 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Epic Research 401(k) Plan, Total assets ($B): 0.001720901 · Participants: 22Epic Research 401(k) PlanRetirement Savings Plan, Total assets ($B): 6.556844337 · Participants: 9866Retirement Savings PlanAstrazeneca Savings and Security Plan, Total assets ($B): 6.080434696 · Participants: 13301Astrazeneca Savings and Security PlanDupont Retirement Savings Plan, Total assets ($B): 2.963536374 · Participants: 11033Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.437172534 · Participants: 7952Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.201689819 · Participants: 1887Ashland Employee Savings Plan
Epic Research 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Epic Research 401(k) Plan side-by-side with 3 peers →

Epic Research 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust in NY ($2M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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.

Frequently Asked Questions

How did Epic Research 401(k) Plan assets move in 2022? ▼
Epic Research 401(k) Plan declined sharply - down 15.3% during 2022, from $2M to $2M. Reported net income was -$310K.
How have Epic Research, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epic Research, LLC's sponsor-wide assets grew 76.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Epic Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust in NY ($2M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Epic Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260228118.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.