401(k) · DOL Form 5500 · 2022

Epoch Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
878
Participants Near avg headcount
71st
Percentile by assets National rank
$15,705
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Epoch Senior Living 401(k) Plan · Sponsored by Epoch Senior Living, LLC · Massachusetts · Healthcare & Social Assistance

$14M in assets, 878 participants

Epoch Senior Living, LLC's Epoch Senior Living 401(k) Plan reported $14M in total assets and 878 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,199 in Healthcare & Social Assistance (20,060 peers)

Epoch Senior Living, LLC multi-year trail

Epoch Senior Living, LLC's plans moved +39.2% in assets from 2022 to 2024; this filing shows Epoch Senior Living 401(k) Plan at $14M / 878 participants.

#15,199
in Healthcare & Social Assistance (20,060 peers)
-17.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epoch Senior Living 401(k) Plan's outsized position by total assets

Epoch Senior Living 401(k) Plan vs every filed plan by assets

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

$13,789,368 Top 29% higher than 71% 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

Epoch Senior Living 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. Epoch Senior Living 401(k) Plan sits mid-pack in the medium band (878 participants).

Plan-year Form 5500 strip

Filing strip 208907071 · Epoch Senior Living, LLC PY 2022 · 401(k)

Epoch Senior Living 401(k) Plan · $14M · 878 · 71st

  • PCT $14M
  • EIN 878
  • RANK 71st
  • PHOTO 401(k)
  • IND near Eaton 401(k) Profit Sharing Plan
  • EOY ind #15199

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 Massachusetts →

Epoch Senior Living 401(k) Plan in the asset neighbourhood

Epoch Senior Living 401(k) PlanEpoch Senior Living 401(k) P…$14MEaton 401(k) Profit Sharing PlanEaton 401(k) Profit Sharing …$14MH & M Bay, Inc. Corporate Profit Sharing PlanH & M Bay, Inc. Corporate Pr…$14MNolato USA Profit Sharing 401(K )PlanNolato USA Profit Sharing 40…$14MRenal Medicine Associates Ltd 401(k) Profit Sharing Plan and TrustRenal Medicine Associates Lt…$14M
End-of-year total assets ($M) among Epoch Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Epoch Senior Living, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Epoch Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.1752181825882% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $19.2M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 878 $14M
2023 1 950 $17M
2024 1 1,161 $19M

Epoch Senior Living, LLC filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN208907071
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Epoch Senior Living 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Epoch Senior Living 401(k) Plan, Total assets ($B): 0.013789368 · Participants: 878Epoch Senior Living 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Epoch Senior Living 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Epoch Senior Living 401(k) Plan side-by-side with 3 peers →

Epoch Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Eaton 401(k) Profit Sharing Plan in CO ($14M); by covered participants it is Jackson Hewitt Employee Savings Plan in FL (878 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (878 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 Epoch Senior Living 401(k) Plan assets move in 2022? ▼
Epoch Senior Living 401(k) Plan declined sharply - down 17.2% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Epoch Senior Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epoch Senior Living, LLC's sponsor-wide assets grew 39.2%, from $14M to $19M.
Which 401(k) plans are similar in size to Epoch Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eaton 401(k) Profit Sharing Plan in CO ($14M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Epoch Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jackson Hewitt Employee Savings Plan in FL (878 participants, $52M 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 208907071.

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.