401(k) · DOL Form 5500 · 2022

Ep Wealth Advisors Admin, LLC. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
251
Participants Below avg headcount
83rd
Percentile by assets National rank
$120,751
Avg per participant Near avg balance/head
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Official DOL plan name: Ep Wealth Advisors Admin, LLC 401(k) Plan · Sponsored by Ep Wealth Advisors Admin, LLC. · California · Finance & Insurance

$30M in assets, 251 participants

Ep Wealth Advisors Admin, LLC.'s Ep Wealth Advisors Admin, LLC 401(k) Plan reported $30M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,705 in Finance & Insurance (9,261 peers)

Coverage in California

Ep Wealth Advisors Admin, LLC 401(k) Plan covers 251 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $30M.

#6,705
in Finance & Insurance (9,261 peers)
+15.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ep Wealth Advisors Admin, LLC 401(k) Plan's outsized position by total assets

Ep Wealth Advisors Admin, LLC 401(k) Plan vs every filed plan by assets

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

$30,308,593 Top 17% higher than 83% 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

Ep Wealth Advisors Admin, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ep Wealth Advisors Admin, LLC 401(k) Plan sits mid-pack in the medium band (251 participants).

EBSA filing schedule strip

Filing strip 853603123 · Ep Wealth Advisors Admin, LLC. PY 2022 · 401(k)

Ep Wealth Advisors Admin, LLC 401(k) Plan · $30M · 251 · 83rd

  • IND $30M
  • IND 251
  • IND 83rd
  • IND 401(k)
  • IND near Forus 401(k)
  • IND ind #6705

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 California →

Ep Wealth Advisors Admin, LLC 401(k) Plan in the asset neighbourhood

Ep Wealth Advisors Admin, LLC 401(k) PlanEp Wealth Advisors Admin, LL…$30MForus 401(k)$30MSouth Shore Bank 401(k) Plan$30MCrew Training International, Inc. 401(k) PlanCrew Training International,…$30MTri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing PlanTri-State Orthopaedics and S…$30M
End-of-year total assets ($M) among Ep Wealth Advisors Admin, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN853603123
Plan Effective Date1997-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Ep Wealth Advisors Admin, LLC.)

Sponsor-wide plan assets over time

All Ep Wealth Advisors Admin, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 100.48977859183368% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $30.3M $60.8M ▲ +100.5%
Year Plans Participants Total Assets
2022 1 251 $30M
2023 1 347 $43M
2024 1 392 $61M

Nearby 401(k) Plans in California

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

Ep Wealth Advisors Admin, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ep Wealth Advisors Admin, LLC 401(k) Plan, Total assets ($B): 0.030308593 · Participants: 251Ep Wealth Advisors Admin, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Ep Wealth Advisors Admin, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ep Wealth Advisors Admin, LLC 401(k) Plan side-by-side with 3 peers →

Ep Wealth Advisors Admin, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Forus 401(k) in CO ($30M); by covered participants it is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Ep Wealth Advisors Admin, LLC 401(k) Plan assets move in 2022? ▼
Ep Wealth Advisors Admin, LLC 401(k) Plan grew sharply - up 15.7% during 2022, from $26M to $30M. Reported net income was $4M.
How have Ep Wealth Advisors Admin, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ep Wealth Advisors Admin, LLC.'s sponsor-wide assets grew 100.5%, from $30M to $61M.
Where does Ep Wealth Advisors Admin, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ep Wealth Advisors Admin, LLC 401(k) Plan ranks in the 83rd 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 Ep Wealth Advisors Admin, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forus 401(k) in CO ($30M, 1,144 participants).
Which 401(k) plans cover a similar participant headcount to Ep Wealth Advisors Admin, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 participants, N/A 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 853603123.

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.