401(k) · DOL Form 5500 · 2022

Ep Loya Group, LP 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,807
Participants Near avg headcount
75th
Percentile by assets National rank
$9,412
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fred Loya Insurance 401(k) Retirement Plan · Sponsored by Ep Loya Group, LP · Texas · Finance & Insurance

$17M in assets, 1,807 participants

Ep Loya Group, LP's Fred Loya Insurance 401(k) Retirement Plan reported $17M in total assets and 1,807 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,584 in Finance & Insurance (9,261 peers)

Coverage in Texas

Fred Loya Insurance 401(k) Retirement Plan covers 1,807 participants in Texas, 2.6x the typical Texas plan (state average ~688 per filing). Assets: $17M.

#5,584
in Finance & Insurance (9,261 peers)
-14.5%
assets change YoY
0.2×
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.

Fred Loya Insurance 401(k) Retirement Plan's outsized position by total assets

Fred Loya Insurance 401(k) Retirement Plan vs every filed plan by assets

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

$17,008,358 Top 25% higher than 75% 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

Fred Loya Insurance 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. Fred Loya Insurance 401(k) Retirement Plan lands in the large band (1,807 participants).

Plan-year Form 5500 strip

Filing strip 810586757 · Ep Loya Group, LP PY 2022 · 401(k)

Fred Loya Insurance 401(k) Retirement Plan · $17M · 1,807 · 75th

  • BOOK $17M
  • VS-ST 1,807
  • BOY 75th
  • SCH 401(k)
  • EBSA near Irdeto USA, Inc. Savings Plan
  • PART ind #5584

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 Finance & Insurance retirement plans → · Plans in Texas →

Fred Loya Insurance 401(k) Retirement Plan in the asset neighbourhood

Fred Loya Insurance 401(k) Retirement PlanFred Loya Insurance 401(k) R…$17MIrdeto USA, Inc. Savings Plan$17MPitlik & Wick, Inc. 401(k) Profit Sharing PlanPitlik & Wick, Inc. 401(k) P…$17MBarry Isett & Associates Inc 401(k) Ps PlanBarry Isett & Associates Inc…$17MWright, Finlay & Zak, LLP 401(k) PlanWright, Finlay & Zak, LLP 40…$17M
End-of-year total assets ($M) among Fred Loya Insurance 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN810586757
Plan Effective Date2009-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ep Loya Group, LP)

Sponsor-wide plan assets over time

All Ep Loya Group, LP plans reported in each filing year

Latest sponsor-wide plan assets
$25M 45.01824338363527% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17M $24.7M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 1,807 $17M
2023 1 1,847 $21M
2024 1 2,037 $25M

Nearby 401(k) Plans in Texas

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

Fred Loya Insurance 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Fred Loya Insurance 401(k) Retirement Plan, Total assets ($B): 0.017008358 · Participants: 1807Fred Loya Insurance 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Fred Loya Insurance 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fred Loya Insurance 401(k) Retirement Plan side-by-side with 3 peers →

Fred Loya Insurance 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Irdeto USA, Inc. Savings Plan in MI ($17M); by covered participants it is Melrosewakefield Healthcare 401(k) Savings Plan in MA (1,807 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,807 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 Fred Loya Insurance 401(k) Retirement Plan assets move in 2022? ▼
Fred Loya Insurance 401(k) Retirement Plan pulled back noticeably - down 14.5% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Ep Loya Group, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ep Loya Group, LP's sponsor-wide assets grew 45.0%, from $17M to $25M.
Where does Fred Loya Insurance 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Fred Loya Insurance 401(k) Retirement Plan ranks in the 75th 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 Fred Loya Insurance 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Irdeto USA, Inc. Savings Plan in MI ($17M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Fred Loya Insurance 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melrosewakefield Healthcare 401(k) Savings Plan in MA (1,807 participants, $158M 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 810586757.

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.