401(k) · DOL Form 5500 · 2022

Epcon Communities Services, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
142
Participants Small participant base
69th
Percentile by assets National rank
$86,506
Avg per participant Below avg balance/head
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Official DOL plan name: Epcon Communities 401(k) Plan · Sponsored by Epcon Communities Services, LLC · Ohio · Construction

$12M in assets, 142 participants

Epcon Communities Services, LLC's Epcon Communities 401(k) Plan reported $12M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,808 in Construction (9,927 peers)

Coverage in Ohio

Epcon Communities 401(k) Plan covers 142 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#6,808
in Construction (9,927 peers)
-10.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epcon Communities 401(k) Plan's outsized position by total assets

Epcon Communities 401(k) Plan vs every filed plan by assets

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

$12,283,866 Top 31% higher than 69% 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

Epcon Communities 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. Epcon Communities 401(k) Plan sits mid-pack in the medium band (142 participants).

Published 5500 schedule card

Filing strip 832809723 · Epcon Communities Services, LLC PY 2022 · 401(k)

Epcon Communities 401(k) Plan · $12M · 142 · 69th

  • EOY $12M
  • 5500 142
  • ASSETS 69th
  • PCT 401(k)
  • EIN near Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan
  • RANK ind #6808

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 Construction retirement plans → · Plans in Ohio →

Epcon Communities 401(k) Plan in the asset neighbourhood

Epcon Communities 401(k) Plan$12MIrwin R. Rose & Company, LLC 401(k) Profit Sharing PlanIrwin R. Rose & Company, LLC…$12MSlavic Mutual Funds 401(k) PlanSlavic Mutual Funds 401(k) P…$12MAmerican Airlines Center 401(k) PlanAmerican Airlines Center 401…$12MWeifield Group 401(k) Retirement PlanWeifield Group 401(k) Retire…$12M
End-of-year total assets ($M) among Epcon Communities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN832809723
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epcon Communities Services, LLC)

Sponsor-wide plan assets over time

All Epcon Communities Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 78.35524255963065% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.3M $21.9M ▲ +78.4%
Year Plans Participants Total Assets
2022 1 142 $12M
2023 1 160 $17M
2024 1 187 $22M

Nearby 401(k) Plans in Ohio

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

Epcon Communities 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Epcon Communities 401(k) Plan, Total assets ($B): 0.012283866 · Participants: 142Epcon Communities 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Epcon Communities 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Epcon Communities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan in IN ($12M); by covered participants it is Kent Materials 401(k) in LA (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Epcon Communities 401(k) Plan assets move in 2022?
Epcon Communities 401(k) Plan pulled back noticeably - down 10.0% during 2022, from $14M to $12M. Reported net income was -$1M.
How have Epcon Communities Services, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Epcon Communities Services, LLC's sponsor-wide assets grew 78.4%, from $12M to $22M.
Which 401(k) plans are similar in size to Epcon Communities 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan in IN ($12M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Epcon Communities 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (142 participants, $159K in assets).