Profit Sharing · DOL Form 5500 · 2022

Van Epps LLC Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
18
Participants Small participant base
66th
Percentile by assets National rank
$599,923
Avg per participant High balance/head
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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.

  • #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.

#4,630
in Finance & Insurance (9,261 peers)
-7.4%
assets change YoY

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.

James H Van Epps Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

James H Van Epps 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. James H Van Epps Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 256722055 · Van Epps LLC PY 2022 · Profit Sharing

James H Van Epps Profit Sharing Plan · $11M · 18 · 66th

  • 5500 $11M
  • 5500 18
  • 5500 66th
  • 5500 Profit Sharing
  • 5500 near Radias Health 403(b) Plan
  • 5500 ind #4630

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 Finance & Insurance retirement plans → · Plans in Georgia →

James H Van Epps Profit Sharing Plan in the asset neighbourhood

J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing PlanJ. R. Wauford & Company Cons…$11MJames H Van Epps Profit Sharing PlanJames H Van Epps Profit Shar…$11MRadias Health 403(b) Plan$11MMorrisville Auxiliary Corporation 403(b) DC PlanMorrisville Auxiliary Corpor…$11MG & S Motor Equipment Co., Inc. Profit Sharing PlanG & S Motor Equipment Co., I…$11M
End-of-year total assets ($M) among James H Van Epps Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Van Epps LLC multi-year asset trail

Sponsor-wide plan assets over time

All Van Epps LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 46.59569148251488% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.8M $15.8M ▲ +46.6%
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 EIN256722055
Plan Effective Date1989-12-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

James H Van Epps Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants James H Van Epps Profit Sharing Plan, Total assets ($B): 0.01079861 · Participants: 18James H Van Epps Profit Sharing PlanEmory University Retirement Plan, Total assets ($B): 4.223392883 · Participants: 18872Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.067818113 · Participants: 21075Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.700061306 · Participants: 2621The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.287686808 · Participants: 11691Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.154098726 · Participants: 2400Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
James H Van Epps Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare James H Van Epps Profit Sharing Plan side-by-side with 3 peers →

James H Van Epps Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Radias Health 403(b) Plan in MN ($11M); by covered participants it is Spottswoode Retirement Plan in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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.

Frequently Asked Questions

How did James H Van Epps Profit Sharing Plan assets move in 2022? ▼
James H Van Epps Profit Sharing Plan pulled back noticeably - down 7.4% during 2022, from $12M to $11M. Reported net income was -$866K.
How have Van Epps LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Epps LLC's sponsor-wide assets grew 46.6%, from $11M to $16M.
Which Profit Sharing plans are similar in size to James H Van Epps Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Radias Health 403(b) Plan in MN ($11M, 329 participants).
Which Profit Sharing plans cover a similar participant headcount to James H Van Epps Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Spottswoode Retirement Plan in CA (18 participants, $6M 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 256722055.

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.