401(k)
2022 plan-year 401(k) DOL Form 5500

EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EPPENDORF HOLDING, INCORPORATED

This 401(k) plan holds $87M in total assets and serves 722 participants as of 2022. It is sponsored by EPPENDORF HOLDING, INCORPORATED in Connecticut. The plan reported a net loss of $29M for the year.

Total Assets (2023)
$87M
Participants
722
State
Industry
Wholesale Trade

What the Filing Says About EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN

EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN is a 401(k) retirement plan sponsored by EPPENDORF HOLDING, INCORPORATED, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $87M in total end-of-year assets and covers 722 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 113521426, and the plan has been effective since 1987-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $116M at the beginning of 2022 to $87M at year-end — a decline of 24.8%. Net assets (after liabilities) closed the year at $87M, with reported net income of $-28,833,106 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$116M
Total Assets (End of Year)$87M
Net Assets (End of Year)$87M
Net Income$-28,833,106
Plan Type401(k)
Employer EIN113521426
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EPPENDORF HOLDING, INCORPORATED)

Year Plans Participants Total Assets
2022 2 993 $119M
2023 2 1,140 $149M
2024 2 1,153 $173M

Nearby 401(k) Plans in Connecticut

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

Frequently Asked Questions

How much money is in the EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN?
As of the 2022 Form 5500 filing, EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN holds $87M in total assets with 722 participants. It is sponsored by EPPENDORF HOLDING, INCORPORATED.
What type of plan is EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN?
EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN is a 401(k) plan. It has been effective since 1987-04-01. The plan is filed with the U.S. Department of Labor under EIN 113521426.
Who sponsors the EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN?
EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN is sponsored by EPPENDORF HOLDING, INCORPORATED, located in Connecticut. The sponsor's EIN is 113521426 and the plan operates in the Wholesale Trade industry.
How did EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN perform in 2022?
EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN declined by 24.8% during 2022, moving from $116M to $87M in total assets. Net income was $-28,833,106.
Where can I find official filings for EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN?
Official Form 5500 filings for EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 113521426 or plan name at efast.dol.gov.
How does EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN compare to other plans?
You can compare EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 113521426.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.