Defined Benefit (Pension) · DOL Form 5500 · 2022

U.S. Epperson Underwriting Company Pension Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
N/A
Participants Small participant base
88th
Percentile by assets National rank
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Official DOL plan name: Retirement Plan for Employees of U.S. Epperson Underwriting Company · Sponsored by U.S. Epperson Underwriting Company · New York · Finance & Insurance

$48M in assets, N/A participants

U.S. Epperson Underwriting Company's Retirement Plan for Employees of U.S. Epperson Underwriting Company reported $48M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,437 in Finance & Insurance (9,261 peers)

Where Retirement Plan for Employees of U.S. Epperson Underwriting Company sits by assets

Retirement Plan for Employees of U.S. Epperson Underwriting Company sits in the top quartile of all filed plans by assets, $48M for N/A participants, up 0.3% in 2022.

#7,437
in Finance & Insurance (9,261 peers)
+0.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Retirement Plan for Employees of U.S. Epperson Underwriting Company's outsized position by total assets

Retirement Plan for Employees of U.S. Epperson Underwriting Company vs every filed plan by assets

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

$48,330,767 Top 12% higher than 88% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 440237350 · U.S. Epperson Underwriting Company PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of U.S. Epperson Underwriting Company · $48M · N/A · 88th

  • EIN $48M
  • EIN N/A
  • EIN 88th
  • EIN Defined Benefit (Pension)
  • EIN near The Gorman-Rupp Company Retirement Plan
  • EIN ind #7437

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 New York →

Retirement Plan for Employees of U.S. Epperson Underwriting Company in the asset neighbourhood

The Musical Arts Association Retirement PlanThe Musical Arts Association…$48MRetirement Plan of Transcontinental US LLCRetirement Plan of Transcont…$48MThe Gorman-Rupp Company Retirement PlanThe Gorman-Rupp Company Reti…$48MRetirement Plan for Employees of U.S. Epperson Underwriting CompanyRetirement Plan for Employee…$48MEmployers - Ila N.C. Ports Pension PlanEmployers - Ila N.C. Ports P…$48M
End-of-year total assets ($M) among Retirement Plan for Employees of U.S. Epperson Underwriting Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$48M
Net Income$74K
Employer EIN440237350
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Epperson Underwriting Company)

Sponsor-wide plan assets over time

All U.S. Epperson Underwriting Company plans reported in each filing year

Latest sponsor-wide plan assets
$48M 1.689832482898523% vs 2022
2023 filing year
$47M$47.5M$48M$48.5M 20222023 $48.3M $47.5M ▼ -1.7%
Year Plans Participants Total Assets
2022 1 N/A $48M
2023 1 N/A $48M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of U.S. Epperson Underwriting Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of U.S. Epperson Underwriting Company, Total assets ($B): 0.048330767 · Participants: 0Retirement Plan for Employees of U.S. Epperson Underwriting CompanyIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Retirement Plan for Employees of U.S. Epperson Underwriting Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan for Employees of U.S. Epperson Underwriting Company side-by-side with 3 peers →

Retirement Plan for Employees of U.S. Epperson Underwriting Company's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is The Gorman-Rupp Company Retirement Plan in OH at $48M (this filing: $48M).

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 Retirement Plan for Employees of U.S. Epperson Underwriting Company assets move in 2022? ▼
Retirement Plan for Employees of U.S. Epperson Underwriting Company held essentially flat - up 0.3% during 2022, from $48M to $48M. Reported net income was $74K.
How have U.S. Epperson Underwriting Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), U.S. Epperson Underwriting Company's sponsor-wide assets declined 1.7%, from $48M to $48M.
Where does Retirement Plan for Employees of U.S. Epperson Underwriting Company rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of U.S. Epperson Underwriting Company ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of U.S. Epperson Underwriting Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Gorman-Rupp Company Retirement Plan in OH ($48M, 294 participants).

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 440237350.

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.