Profit Sharing · DOL Form 5500 · 2022
Van Epps LLC Profit Sharing Plan
Data updated 2026-08-11
- $11M
- Total assets
- 18
- Participants
- 66th
- Percentile by assets
- $599,923
- Avg per participant
Official DOL plan name: James H Van Epps Profit Sharing Plan · Sponsored by Van Epps LLC · Georgia · Finance & Insurance
$11M in assets, 18 participants
Van Epps LLC's James H Van Epps Profit Sharing Plan reported $11M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 139,126 plans)
- #4,630 in Finance & Insurance (9,261 peers)
Van Epps LLC multi-year trail
Van Epps LLC's plans moved +46.6% in assets from 2022 to 2024; this filing shows James H Van Epps Profit Sharing Plan at $11M / 18 participants.
- $11M
- total plan assets (2022 EOY)
- 18
- covered participants
- 66th
- percentile by assets (of 139,126 plans)
- $599,923
- avg assets per participant
The plan reported a net loss of $866K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where James H Van Epps Profit Sharing Plan sits by total assets
James H Van Epps Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,798,610 Top 34% higher than 66% 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
Van Epps LLC across 3 plan years on file
Across the 3 plan years Van Epps LLC has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $16M, a gain of 46.6%, while reported participants moved from 18 to 21 (+16.7%). Peak year by sponsor assets: 2024 ($16M); trough: 2022 ($11M).
Van Epps LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $11M |
| 2023 | 1 | 20 | $13M |
| 2024 | 1 | 21 | $16M |
Van Epps LLC filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$866K |
| Employer EIN | 256722055 |
| Plan Effective Date | 1989-12-28 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $4.2B · 18,872
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.1B · 21,075
- The Emory Clinic, Inc. Retirement Savings Plan $700M · 2,621
- Childrens Healthcare of Atlanta Growth Plan $288M · 11,691
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan $154M · 2,400
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to James H Van Epps Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did James H Van Epps Profit Sharing Plan assets move in 2022? ▼
How have Van Epps LLC plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to James H Van Epps Profit Sharing Plan? ▼
Next read for James H Van Epps Profit Sharing Plan
Multi-year trail
Ways to act on James H Van Epps Profit Sharing Plan's numbers.
- By total assets, James H Van Epps Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Georgia. Compare plans
- Van Epps LLC's sponsor-wide assets have grown 46.6% since 2022 across 3 plan years on file. More Finance & Insurance plans