401(k) · DOL Form 5500 · 2022

Kysor Warren Epta US Corporation 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
480
Participants Below avg headcount
75th
Percentile by assets National rank
$35,452
Avg per participant Low balance/head
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Official DOL plan name: Epta US 401(k) Retirement Plan · Sponsored by Kysor Warren Epta US Corporation · Georgia · Manufacturing

$17M in assets, 480 participants

Kysor Warren Epta US Corporation's Epta US 401(k) Retirement Plan reported $17M in total assets and 480 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.

  • #13,323 in Manufacturing (20,602 peers)

Coverage in Georgia

Epta US 401(k) Retirement Plan covers 480 participants in Georgia, about 44% of the average Georgia filer (state average ~1,096 per filing). Assets: $17M.

#13,323
in Manufacturing (20,602 peers)
-9.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epta US 401(k) Retirement Plan's outsized position by total assets

Epta US 401(k) Retirement Plan vs every filed plan by assets

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

$17,016,961 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

Epta US 401(k) Retirement 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. Epta US 401(k) Retirement Plan sits mid-pack in the medium band (480 participants).

EBSA filing schedule strip

Filing strip 611918959 · Kysor Warren Epta US Corporation PY 2022 · 401(k)

Epta US 401(k) Retirement Plan · $17M · 480 · 75th

  • EOY $17M
  • EOY 480
  • EOY 75th
  • EOY 401(k)
  • EOY near Wynalda Litho, Inc. Retirement Savings Plan
  • EOY ind #13323

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 Manufacturing retirement plans → · Plans in Georgia →

Epta US 401(k) Retirement Plan in the asset neighbourhood

Epta US 401(k) Retirement PlanEpta US 401(k) Retirement Pl…$17MWynalda Litho, Inc. Retirement Savings PlanWynalda Litho, Inc. Retireme…$17MMission Healthcare Services, LLC 401(k) PlanMission Healthcare Services,…$17MAlvin J. Wolff Profit Sharing PlanAlvin J. Wolff Profit Sharin…$17MThe Mette, Evans and Woodside 401(k) PlanThe Mette, Evans and Woodsid…$17M
End-of-year total assets ($M) among Epta US 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN611918959
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kysor Warren Epta US Corporation)

Sponsor-wide plan assets over time

All Kysor Warren Epta US Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$24M 42.91659950328381% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17M $24.3M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 480 $17M
2023 1 590 $21M
2024 1 578 $24M

Nearby 401(k) Plans in Georgia

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

Epta US 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Epta US 401(k) Retirement Plan, Total assets ($B): 0.017016961 · Participants: 480Epta US 401(k) Retirement PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Epta US 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Epta US 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Wynalda Litho, Inc. Retirement Savings Plan in MI ($17M); by covered participants it is Western Cabinets & Affiliates 401(k) Plan in TX (480 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 (480 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 Epta US 401(k) Retirement Plan assets move in 2022?
Epta US 401(k) Retirement Plan pulled back noticeably - down 9.6% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Kysor Warren Epta US Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Kysor Warren Epta US Corporation's sponsor-wide assets grew 42.9%, from $17M to $24M.
Where does Epta US 401(k) Retirement Plan rank by assets among Form 5500 filers?
Epta US 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 Epta US 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Wynalda Litho, Inc. Retirement Savings Plan in MI ($17M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Epta US 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Western Cabinets & Affiliates 401(k) Plan in TX (480 participants, $10M in assets).