Profit Sharing · DOL Form 5500 · 2022
Community Strategies, Inc. Dba Epic Charter Schools Profit Sharing Plan
Data updated 2026-08-25
- $915K
- Total assets Small plan by assets
- 1,883
- Participants Near avg headcount
- 24th
- Percentile by assets National rank
- $486
- Avg per participant Low balance/head
Official DOL plan name: Epic Charter Schools 403(b) Plan · Sponsored by Community Strategies, Inc. Dba Epic Charter Schools · Oklahoma · Educational Services
$915K in assets, 1,883 participants
Community Strategies, Inc. Dba Epic Charter Schools's Epic Charter Schools 403(b) Plan reported $915K in total assets and 1,883 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #648 in Educational Services (4,024 peers)
Coverage in Oklahoma
Epic Charter Schools 403(b) Plan covers 1,883 participants in Oklahoma, 2.5x the typical Oklahoma plan (state average ~760 per filing). Assets: $915K.
- #648
- in Educational Services (4,024 peers)
- +21.6%
- assets growth YoY
Epic Charter Schools 403(b) Plan among the smaller filed plans by assets
Epic Charter Schools 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$914,509 24th percentile higher than 24% 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
Epic Charter Schools 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epic Charter Schools 403(b) Plan lands in the large band (1,883 participants).
Form 5500 schedule snapshot
Filing strip 202774826 · Community Strategies, Inc. Dba Epic Charter Schools PY 2022 · Profit Sharing
Epic Charter Schools 403(b) Plan · $915K · 1,883 · 24th
- EOY $915K
- EOY 1,883
- EOY 24th
- EOY Profit Sharing
- EOY near Givens Employees Mutual Appreciation Sharing Plan
- EOY ind #648
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 Educational Services retirement plans → · Plans in Oklahoma →
Epic Charter Schools 403(b) Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $752K |
|---|---|
| Net Assets (End of Year) | $915K |
| Net Income | $162K |
| Employer EIN | 202774826 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $103M · 975
- Family & Children's Services 403(b) Plan $28M · 762
- Eskridge Auto Group Profit Sharing Plan $22M · 148
- Veenker Resources, Inc. Profit Sharing Plan $18M · 9
- Midlands Management Corporation 401(k) Plan $9M · 74
Epic Charter Schools 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oklahoma, the nearest Profit Sharing by assets is Givens Employees Mutual Appreciation Sharing Plan in MS ($914K); by covered participants it is Holzer Health System 401a Profit Sharing Plan in OH (1,876 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($915K here).
Similar participant headcount
Nearest other-state filings by covered participants (1,883 participants); asset peers above are excluded.
- Holzer Health System 401a Profit Sharing Plan (OH) 1,876 · 7 off
- The Tjx Companies, Inc. General Savings/Profit Sharing Plan (P. R. ) (MA) 1,902 · 19 off
- Iron Workers Local Union No. 404 Annuity Fund (PA) 1,858 · 25 off
- Northern Ohio Laborers' Profit Sharing Annuity Plan (OH) 1,850 · 33 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.