Other · DOL Form 5500 · 2022

EPIC Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
266
Participants Below avg headcount
46th
Percentile by assets National rank
$15,297
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Epic · Sponsored by EPIC · Washington · Other Services

$4M in assets, 266 participants

EPIC's 403(b) Thrift Plan of Epic reported $4M in total assets and 266 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,597 in Other Services (8,398 peers)

Coverage in Washington

403(b) Thrift Plan of Epic covers 266 participants in Washington, about 18% of the average Washington filer (state average ~1,476 per filing). Assets: $4M.

#5,597
in Other Services (8,398 peers)
-4.4%
assets change YoY

The plan reported a net loss of $192K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Epic's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of Epic vs every filed plan by assets

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

$4,069,061 46th percentile higher than 46% 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

403(b) Thrift Plan of Epic 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. 403(b) Thrift Plan of Epic sits mid-pack in the medium band (266 participants).

Form 5500 schedule snapshot

Filing strip 911089113 · EPIC PY 2022 · Other

403(b) Thrift Plan of Epic · $4M · 266 · 46th

  • EIN $4M
  • EIN 266
  • EIN 46th
  • EIN Other
  • EIN near Tri-Valley, Inc. 403(b) Plan
  • EIN ind #5597

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 Other Services retirement plans → · Plans in Washington →

403(b) Thrift Plan of Epic in the asset neighbourhood

Murrieta Development Co., Inc. Prevailing Wage Retirement PlanMurrieta Development Co., In…$4M403(b) Thrift Plan of Epic$4MTri-Valley, Inc. 403(b) Plan$4MCoram Deo Academy 403(b)Retirement PlanCoram Deo Academy 403(b)Reti…$4MCys Fresno 403(b) Plan$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of Epic and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$192K
Employer EIN911089113
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EPIC)

Sponsor-wide plan assets over time

All EPIC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.97203802056543% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.07M $5.65M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 266 $4M
2023 1 285 $5M
2024 1 307 $6M

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Epic vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants 403(b) Thrift Plan of Epic, Total assets ($B): 0.004069061 · Participants: 266403(b) Thrift Plan of EpicFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.125230035 · Participants: 4435Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.818580491 · Participants: 14779Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.483693061 · Participants: 6863Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundVirginia Mason Medical Center 403(b) Plan, Total assets ($B): 0.457462659 · Participants: 5560Virginia Mason Medical Center 403(b) PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.434597438 · Participants: 3301Overlake Hospital Medical Center 403(b)Retirement Plan
403(b) Thrift Plan of Epic vs. nearby Other plans in Washington, assets vs. participants

403(b) Thrift Plan of Epic's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Tri-Valley, Inc. 403(b) Plan in MA ($4M); by covered participants it is Westminster College Defined Contribution Retirement Plan in PA (266 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (266 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 403(b) Thrift Plan of Epic assets move in 2022?
403(b) Thrift Plan of Epic edged down modestly - down 4.4% during 2022, from $4M to $4M. Reported net income was -$192K.
How have EPIC plan assets changed over time?
Across 3 plan years on file (2022-2024), EPIC's sponsor-wide assets grew 39.0%, from $4M to $6M.
Which Other plans are similar in size to 403(b) Thrift Plan of Epic?
Among Other plans in other states, the closest by assets is Tri-Valley, Inc. 403(b) Plan in MA ($4M, 233 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Epic?
Among Other plans in other states, the closest by covered participants is Westminster College Defined Contribution Retirement Plan in PA (266 participants, $68M in assets).