401(k) · DOL Form 5500 · 2022
EP-DIRECT 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $293,570
- Avg per participant High balance/head
Official DOL plan name: Ep Direct Retirement Plan · Sponsored by EP-DIRECT · Wisconsin · Manufacturing
$4M in assets, 13 participants
EP-DIRECT's Ep Direct Retirement Plan reported $4M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #5,849 in Manufacturing (20,602 peers)
EP-DIRECT multi-year trail
EP-DIRECT's plans moved +46.4% in assets from 2022 to 2024; this filing shows Ep Direct Retirement Plan at $4M / 13 participants.
- #5,849
- in Manufacturing (20,602 peers)
- -30.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ep Direct Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Ep Direct Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,816,415 45th percentile higher than 45% 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
Ep Direct Retirement 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. Ep Direct Retirement Plan is a small filing (13 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 391287457 · EP-DIRECT PY 2022 · 401(k)
Ep Direct Retirement Plan · $4M · 13 · 45th
- PHOTO $4M
- IND 13
- EOY 45th
- 5500 401(k)
- ASSETS near Rapa, LP 401(k) Retirement Plan
- PCT ind #5849
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 Manufacturing retirement plans → · Plans in Wisconsin →
Ep Direct Retirement Plan in the asset neighbourhood
EP-DIRECT multi-year asset trail
Sponsor-wide plan assets over time
All EP-DIRECT plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 46.39689341960976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $4M |
| 2023 | 1 | 14 | $5M |
| 2024 | 1 | 12 | $6M |
EP-DIRECT filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 391287457 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Ep Direct Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Rapa, LP 401(k) Retirement Plan in AL ($4M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.