401(k) · DOL Form 5500 · 2022

Epcor USA, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
407
Participants Below avg headcount
86th
Percentile by assets National rank
$94,078
Avg per participant Below avg balance/head
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Official DOL plan name: Epcor USA Inc. 401(k) Savings Plan · Sponsored by Epcor USA, Inc. · Arizona · Utilities

$38M in assets, 407 participants

Epcor USA, Inc.'s Epcor USA Inc. 401(k) Savings Plan reported $38M in total assets and 407 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #378 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Epcor USA Inc. 401(k) Savings Plan ranks #378 of 738 2022 filers by assets (1402% of the sector average)-$38M for 407 participants.

#378
in Utilities (738 peers)
-7.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Epcor USA Inc. 401(k) Savings Plan's outsized position by total assets

Epcor USA Inc. 401(k) Savings Plan vs every filed plan by assets

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

$38,289,902 Top 14% higher than 86% 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

Epcor USA Inc. 401(k) Savings 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. Epcor USA Inc. 401(k) Savings Plan sits mid-pack in the medium band (407 participants).

DOL schedule card

Filing strip 460525312 · Epcor USA, Inc. PY 2022 · 401(k)

Epcor USA Inc. 401(k) Savings Plan · $38M · 407 · 86th

  • SCH $38M
  • SCH 407
  • SCH 86th
  • SCH 401(k)
  • SCH near H.G. Fenton Company 401(k) Plan
  • SCH ind #378

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 Utilities retirement plans → · Plans in Arizona →

Epcor USA Inc. 401(k) Savings Plan in the asset neighbourhood

Lavie Holdco 401(k) Plan$38MEpcor USA Inc. 401(k) Savings PlanEpcor USA Inc. 401(k) Saving…$38MH.G. Fenton Company 401(k) PlanH.G. Fenton Company 401(k) P…$38MGte Federal Credit Union 401(k) Retirement PlanGte Federal Credit Union 401…$38MFibre Federal Credit Union Savings Retirement PlanFibre Federal Credit Union S…$38M
End-of-year total assets ($M) among Epcor USA Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$38M
Net Income-$3M
Employer EIN460525312
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epcor USA, Inc.)

Sponsor-wide plan assets over time

All Epcor USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 26.20226815142457% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.7M $72.8M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 453 $58M
2023 2 498 $72M
2024 2 601 $73M

Nearby 401(k) Plans in Arizona

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

Epcor USA Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Epcor USA Inc. 401(k) Savings Plan, Total assets ($B): 0.038289902 · Participants: 407Epcor USA Inc. 401(k) Savings PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Epcor USA Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Epcor USA Inc. 401(k) Savings Plan side-by-side with 3 peers →

Epcor USA Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is H.G. Fenton Company 401(k) Plan in CA ($38M); by covered participants it is Dura Automotive Systems 401(k) Retirement Plan in MI (407 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (407 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 Epcor USA Inc. 401(k) Savings Plan assets move in 2022? ▼
Epcor USA Inc. 401(k) Savings Plan pulled back noticeably - down 7.5% during 2022, from $41M to $38M. Reported net income was -$3M.
How have Epcor USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epcor USA, Inc.'s sponsor-wide assets grew 26.2%, from $58M to $73M.
Where does Epcor USA Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Epcor USA Inc. 401(k) Savings Plan ranks in the 86th 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 Epcor USA Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is H.G. Fenton Company 401(k) Plan in CA ($38M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Epcor USA Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dura Automotive Systems 401(k) Retirement Plan in MI (407 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 460525312.

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.