ESOP · DOL Form 5500 · 2022

Eptdesign, Inc. ESOP

Data updated 2026-08-25

$266K
Total assets Small plan by assets
32
Participants Small participant base
13th
Percentile by assets National rank
$8,320
Avg per participant Low balance/head
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Official DOL plan name: Eptdesign, Inc. Employee Stock Ownership Plan · Sponsored by Eptdesign, Inc. · California · Professional & Technical Services

$266K in assets, 32 participants

Eptdesign, Inc.'s Eptdesign, Inc. Employee Stock Ownership Plan reported $266K in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,216 in Professional & Technical Services (21,562 peers)

Eptdesign, Inc. multi-year trail

Eptdesign, Inc.'s plans moved +139.1% in assets from 2022 to 2024; this filing shows Eptdesign, Inc. Employee Stock Ownership Plan at $266K / 32 participants.

#2,216
in Professional & Technical Services (21,562 peers)
+46.6%
assets growth YoY

Eptdesign, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Eptdesign, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$266,236 13th percentile higher than 13% 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

Eptdesign, Inc. Employee Stock Ownership 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. Eptdesign, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 953659936 · Eptdesign, Inc. PY 2022 · ESOP

Eptdesign, Inc. Employee Stock Ownership Plan · $266K · 32 · 13th

  • EBSA $266K
  • PART 32
  • TYPE 13th
  • NET ESOP
  • BOOK near Total Quality Systems, Inc. ESOP
  • VS-ST ind #2216

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 What is an ESOP? → · Plans in California →

Eptdesign, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Eptdesign, Inc. Employee Stock Ownership PlanEptdesign, Inc. Employee Sto…$266KTotal Quality Systems, Inc. ESOPTotal Quality Systems, Inc. …$268KThe Frank Agency Employee Stock Ownership PlanThe Frank Agency Employee St…$265KEconocorp, Inc. Employee Stock Ownership PlanEconocorp, Inc. Employee Sto…$264KDtech Administrative Services, Inc. Employee Stock Ownership PlanDtech Administrative Service…$263K
End-of-year total assets ($M) among Eptdesign, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Eptdesign, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Eptdesign, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$637K 139.12093030243844% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.27M $0.64M ▲ +137.0%
Year Plans Participants Total Assets
2022 1 32 $266K
2023 1 41 $338K
2024 1 40 $637K

Eptdesign, Inc. filing trail (2022)

Total Assets (Beginning of Year)$182K
Net Assets (End of Year)$266K
Net Income$85K
Employer EIN953659936
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Eptdesign, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Eptdesign, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000266236 · Participants: 32Eptdesign, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Eptdesign, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Eptdesign, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Eptdesign, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Total Quality Systems, Inc. ESOP in UT ($268K); by covered participants it is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants). Same-state nearby plans are listed separately above.

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 Eptdesign, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Eptdesign, Inc. Employee Stock Ownership Plan surged - up 46.6% during 2022, from $182K to $266K. Reported net income was $85K.
How have Eptdesign, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eptdesign, Inc.'s sponsor-wide assets grew 139.1%, from $266K to $637K.
Where does Eptdesign, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Eptdesign, Inc. Employee Stock Ownership Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Eptdesign, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Total Quality Systems, Inc. ESOP in UT ($268K, 23 participants).
Which ESOP plans cover a similar participant headcount to Eptdesign, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants, $3M 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 953659936.

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.