401(k) · DOL Form 5500 · 2022

Epsilon Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
63
Participants Small participant base
76th
Percentile by assets National rank
$300,760
Avg per participant High balance/head
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Official DOL plan name: Epsilon Associates Inc 401(k) and Profit Sharing Plan · Sponsored by Epsilon Associates, Inc. · Massachusetts · Professional & Technical Services

$19M in assets, 63 participants

Epsilon Associates, Inc.'s Epsilon Associates Inc 401(k) and Profit Sharing Plan reported $19M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,519 in Professional & Technical Services (21,562 peers)

Where Epsilon Associates Inc 401(k) and Profit Sharing Plan sits by assets

Epsilon Associates Inc 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $19M for 63 participants (~$300,760/participant), down 24.4% in 2022.

#16,519
in Professional & Technical Services (21,562 peers)
-24.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epsilon Associates Inc 401(k) and Profit Sharing Plan's outsized position by total assets

Epsilon Associates Inc 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$18,947,856 Top 24% higher than 76% 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

Epsilon Associates Inc 401(k) and Profit Sharing 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. Epsilon Associates Inc 401(k) and Profit Sharing Plan is a small filing (63 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043350756 · Epsilon Associates, Inc. PY 2022 · 401(k)

Epsilon Associates Inc 401(k) and Profit Sharing Plan · $19M · 63 · 76th

  • EOY $19M
  • 5500 63
  • ASSETS 76th
  • PCT 401(k)
  • EIN near Sac & Fox of the Mississippi in Iowa/Meskwaki Retirement Plan
  • RANK ind #16519

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 Massachusetts →

Epsilon Associates Inc 401(k) and Profit Sharing Plan in the asset neighbourhood

Epsilon Associates Inc 401(k) and Profit Sharing PlanEpsilon Associates Inc 401(k…$19MSac & Fox of the Mississippi in Iowa/Meskwaki Retirement PlanSac & Fox of the Mississippi…$19MJohnstech International 401(k) Retirement Savings PlanJohnstech International 401(…$19MCommunity First Healthcare of Illinois, Inc. 401(k) PlanCommunity First Healthcare o…$19MFirst Keystone Community Bank Employees Profit Sharing & Savings PlanFirst Keystone Community Ban…$19M
End-of-year total assets ($M) among Epsilon Associates Inc 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$19M
Net Income-$6M
Employer EIN043350756
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epsilon Associates, Inc.)

Sponsor-wide plan assets over time

All Epsilon Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 32.58929136890211% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19M $25.1M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 63 $19M
2023 1 89 $21M
2024 1 75 $25M

Nearby 401(k) Plans in Massachusetts

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

Epsilon Associates Inc 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Epsilon Associates Inc 401(k) and Profit Sharing Plan, Total assets ($B): 0.018947856 · Participants: 63Epsilon Associates Inc 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Epsilon Associates Inc 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Epsilon Associates Inc 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Epsilon Associates Inc 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Sac & Fox of the Mississippi in Iowa/Meskwaki Retirement Plan in IA ($19M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 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 Epsilon Associates Inc 401(k) and Profit Sharing Plan assets move in 2022? ▼
Epsilon Associates Inc 401(k) and Profit Sharing Plan declined sharply - down 24.4% during 2022, from $25M to $19M. Reported net income was -$6M.
How have Epsilon Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epsilon Associates, Inc.'s sponsor-wide assets grew 32.6%, from $19M to $25M.
Where does Epsilon Associates Inc 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Epsilon Associates Inc 401(k) and Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Epsilon Associates Inc 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sac & Fox of the Mississippi in Iowa/Meskwaki Retirement Plan in IA ($19M, 513 participants).
Which 401(k) plans cover a similar participant headcount to Epsilon Associates Inc 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 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 043350756.

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.