401(k) · DOL Form 5500 · 2022

Epes Transport System, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
1,383
Participants Near avg headcount
83rd
Percentile by assets National rank
$21,304
Avg per participant Low balance/head
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Official DOL plan name: Epes Transport System 401(k) Retirement Plan · Sponsored by Epes Transport System, LLC · North Carolina · Transportation & Warehousing

$29M in assets, 1,383 participants

Epes Transport System, LLC's Epes Transport System 401(k) Retirement Plan reported $29M in total assets and 1,383 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.

  • #3,192 in Transportation & Warehousing (3,876 peers)

Where Epes Transport System 401(k) Retirement Plan sits by assets

Epes Transport System 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 1,383 participants (~$21,304/participant), down 14.3% in 2022.

#3,192
in Transportation & Warehousing (3,876 peers)
-14.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epes Transport System 401(k) Retirement Plan's outsized position by total assets

Epes Transport System 401(k) Retirement Plan vs every filed plan by assets

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

$29,462,865 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

Epes Transport System 401(k) Retirement 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. Epes Transport System 401(k) Retirement Plan lands in the large band (1,383 participants).

Published 5500 schedule card

Filing strip 540409030 · Epes Transport System, LLC PY 2022 · 401(k)

Epes Transport System 401(k) Retirement Plan · $29M · 1,383 · 83rd

  • PART $29M
  • PART 1,383
  • PART 83rd
  • PART 401(k)
  • PART near Pharmaron Inc 401(k) Profit Sharing Plan and Trust
  • PART ind #3192

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Epes Transport System 401(k) Retirement Plan in the asset neighbourhood

Cochran Inc. 401(k) Plan$29MEpes Transport System 401(k) Retirement PlanEpes Transport System 401(k)…$29MPharmaron Inc 401(k) Profit Sharing Plan and TrustPharmaron Inc 401(k) Profit …$29MSills Cummis & Gross P.C. 401(k) PlanSills Cummis & Gross P.C. 40…$29MVineyard Vines 401(k) Plan$29M
End-of-year total assets ($M) among Epes Transport System 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$29M
Net Income-$5M
Employer EIN540409030
Plan Effective Date2018-08-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Epes Transport System, LLC)

Sponsor-wide plan assets over time

All Epes Transport System, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 16.704339513485873% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.5M $34.4M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 1,383 $29M
2023 1 1,439 $34M
2024 1 1,362 $34M

Nearby 401(k) Plans in North Carolina

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

Epes Transport System 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Epes Transport System 401(k) Retirement Plan, Total assets ($B): 0.029462865 · Participants: 1383Epes Transport System 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Epes Transport System 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Epes Transport System 401(k) Retirement Plan side-by-side with 3 peers →

Epes Transport System 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Pharmaron Inc 401(k) Profit Sharing Plan and Trust in MD ($29M); by covered participants it is Calavo Growers, Inc. Retirement Plan in CA (1,383 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,383 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 Epes Transport System 401(k) Retirement Plan assets move in 2022? ▼
Epes Transport System 401(k) Retirement Plan pulled back noticeably - down 14.3% during 2022, from $34M to $29M. Reported net income was -$5M.
How have Epes Transport System, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epes Transport System, LLC's sponsor-wide assets grew 16.7%, from $29M to $34M.
Where does Epes Transport System 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Epes Transport System 401(k) Retirement 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 Epes Transport System 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pharmaron Inc 401(k) Profit Sharing Plan and Trust in MD ($29M, 495 participants).
Which 401(k) plans cover a similar participant headcount to Epes Transport System 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Calavo Growers, Inc. Retirement Plan in CA (1,383 participants, $40M 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 540409030.

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.