401(k) · DOL Form 5500 · 2023

Epoch Design Group, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
26th
Percentile by assets National rank
$151,509
Avg per participant Above avg balance/head
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Official DOL plan name: Edg Retirement Plan · Sponsored by Epoch Design Group, Inc. · Missouri · Professional & Technical Services

$1M in assets, 9 participants

Epoch Design Group, Inc.'s Edg Retirement Plan reported $1M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,446 in Professional & Technical Services (20,321 peers)

Epoch Design Group, Inc. multi-year trail

Epoch Design Group, Inc.'s plans moved +10.7% in assets from 2022 to 2024; this filing shows Edg Retirement Plan at $1M / 9 participants.

#4,446
in Professional & Technical Services (20,321 peers)
-5.7%
assets change YoY

The plan reported a net loss of $83K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edg Retirement Plan among the smaller filed plans by assets

Edg Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,363,579 26th percentile higher than 26% of 127,068 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 2023

Edg Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edg Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edg Retirement Plan reported net income rose from -$949K in the plan year 2022 filing to -$83K in the plan year 2023 filing.
  • Edg Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431750731 · Epoch Design Group, Inc. PY 2023 · 401(k)

Edg Retirement Plan · $1M · 9 · 26th

  • BOY $1M
  • SCH 9
  • EBSA 26th
  • PART 401(k)
  • TYPE near Bmli 401(k)
  • NET ind #4446

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 Professional & Technical Services retirement plans → · Plans in Missouri →

Edg Retirement Plan in the asset neighbourhood

Edg Retirement Plan$1MBmli 401(k)$1MLittle Brown Dog Inc. 401(k) PlanLittle Brown Dog Inc. 401(k)…$1MAquapro Pool & Chemical Inc 401(k) Profit Sharing Plan & TrustAquapro Pool & Chemical Inc …$1MApt Medical Consulting Corporation 401(k) Retirement Savings PlanApt Medical Consulting Corpo…$1M
End-of-year total assets ($M) among Edg Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Epoch Design Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Epoch Design Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.738355724929063% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.45M $1.6M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 9 $1M
2024 1 12 $2M

Epoch Design Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$83K
Employer EIN431750731
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Edg Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Edg Retirement Plan, Total assets ($B): 0.001363579 · Participants: 9Edg Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Edg Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Edg Retirement Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Bmli 401(k) in VA ($1M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Edg Retirement Plan assets move in 2023? ▼
Edg Retirement Plan pulled back noticeably - down 5.7% during 2023, from $1M to $1M. Reported net income was -$83K.
How have Epoch Design Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epoch Design Group, Inc.'s sponsor-wide assets grew 10.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Edg Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bmli 401(k) in VA ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Edg Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431750731.

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.