401(k) · DOL Form 5500 · 2022
Epiphany Business Services, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 661
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $28,237
- Avg per participant Low balance/head
Official DOL plan name: Epiphany Business Services, LLC Profit Sharing Plan and Trust · Sponsored by Epiphany Business Services, LLC · Texas · Healthcare & Social Assistance
$19M in assets, 661 participants
Epiphany Business Services, LLC's Epiphany Business Services, LLC Profit Sharing Plan and Trust reported $19M in total assets and 661 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #16,062 in Healthcare & Social Assistance (20,060 peers)
Where Epiphany Business Services, LLC Profit Sharing Plan and Trust sits by assets
Epiphany Business Services, LLC Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $19M for 661 participants (~$28,237/participant), up 40.1% in 2022.
- #16,062
- in Healthcare & Social Assistance (20,060 peers)
- +40.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Epiphany Business Services, LLC Profit Sharing Plan and Trust's outsized position by total assets
Epiphany Business Services, LLC Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,664,351 Top 24% higher than 76% 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
Epiphany Business Services, LLC Profit Sharing Plan and Trust 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. Epiphany Business Services, LLC Profit Sharing Plan and Trust sits mid-pack in the medium band (661 participants).
DOL schedule card
Filing strip 471304706 · Epiphany Business Services, LLC PY 2022 · 401(k)
Epiphany Business Services, LLC Profit Sharing Plan and Trust · $19M · 661 · 76th
- BOOK $19M
- VS-ST 661
- BOY 76th
- SCH 401(k)
- EBSA near Mbc Holdings of Ohio Inc. 401(k) Savings & Retirement Plan
- PART ind #16062
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Epiphany Business Services, LLC Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $5M |
| Employer EIN | 471304706 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Epiphany Business Services, LLC)
Sponsor-wide plan assets over time
All Epiphany Business Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 102.25555659556554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 661 | $19M |
| 2023 | 1 | 784 | $28M |
| 2024 | 1 | 869 | $38M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Epiphany Business Services, LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mbc Holdings of Ohio Inc. 401(k) Savings & Retirement Plan in OH ($19M); by covered participants it is Creative Management Inc. 401(k) P/S Plan in IA (661 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Mbc Holdings of Ohio Inc. 401(k) Savings & Retirement Plan (OH) $19M · 146
- Truvista 401(k) Retirement Plan (SC) $19M · 163
- Amboy Bancorporation 401(k) Plan and Trust (NJ) $19M · 208
- Axis Health System 401(k) Plan (CO) $19M · 293
Similar participant headcount
Nearest other-state filings by covered participants (661 participants); asset peers above are excluded.
- Creative Management Inc. 401(k) P/S Plan (IA) 661 · 0 off
- Verifone, Inc. 401(k) Retirement Savings & Investment Plan (FL) 661 · 0 off
- Nektar Therapeutics 401(k) Plan (CA) 661 · 0 off
- Set and Service Resources 401(k) Plan (NC) 661 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.