401(k) · DOL Form 5500 · 2023

Epic Aloha Co. 401(k) Plan

Data updated 2026-08-25

$60K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$60,357
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Epic Aloha Co. 401(k) Plan · Sponsored by Epic Aloha Co. · Kansas · Other Services

$60K in assets, 1 participants

Epic Aloha Co.'s Epic Aloha Co. 401(k) Plan reported $60K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #683 in Other Services (7,857 peers)

2023 asset change

Epic Aloha Co. 401(k) Plan contracted severely 45.0% in 2023 ($110K → $60K) for 1 participant.

#683
in Other Services (7,857 peers)
-45.0%
assets change YoY

The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epic Aloha Co. 401(k) Plan among the smaller filed plans by assets

Epic Aloha Co. 401(k) Plan vs every filed plan by assets

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

$60,357 4th percentile higher than 4% 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

Epic Aloha Co. 401(k) 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. Epic Aloha Co. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epic Aloha Co. 401(k) Plan reported net income fell from $110K in the plan year 2022 filing to -$49K in the plan year 2023 filing.
  • Epic Aloha Co. 401(k) Plan end-of-year assets fell from $110K in the plan year 2022 filing to $60K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 920803525 · Epic Aloha Co. PY 2023 · 401(k)

Epic Aloha Co. 401(k) Plan · $60K · 1 · 4th

  • EOY $60K
  • EOY 1
  • EOY 4th
  • EOY 401(k)
  • EOY near Primus Law Office P.a. Profit Sharing Plan
  • EOY ind #683

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 Kansas →

Epic Aloha Co. 401(k) Plan in the asset neighbourhood

Epic Aloha Co. 401(k) Plan$60KPrimus Law Office P.a. Profit Sharing PlanPrimus Law Office P.a. Profi…$60KBece Wellness, Inc. 401(k) PlanBece Wellness, Inc. 401(k) P…$60KJohn C. W. Worsley, Jr., P.C. Profit Sharing PlanJohn C. W. Worsley, Jr., P.C…$60KThirty-Four Inc. 401(k) Plan$60K
End-of-year total assets ($M) among Epic Aloha Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Epic Aloha Co. years around the 2023 move

Sponsor-wide plan assets over time

All Epic Aloha Co. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.11M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 N/A $110K
2023 1 1 $60K
2024 2 2 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$110K
Net Assets (End of Year)$60K
Net Income-$49K
Employer EIN920803525
Plan Effective Date2022-10-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

Epic Aloha Co. 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Epic Aloha Co. 401(k) Plan, Total assets ($B): 0.000060357 · Participants: 1Epic Aloha Co. 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Epic Aloha Co. 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Epic Aloha Co. 401(k) Plan side-by-side with 3 peers →

Epic Aloha Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Primus Law Office P.a. Profit Sharing Plan in MN ($60K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Epic Aloha Co. 401(k) Plan assets move in 2023? ▼
Epic Aloha Co. 401(k) Plan contracted severely - down 45.0% during 2023, from $110K to $60K. Reported net income was -$49K.
Where does Epic Aloha Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Epic Aloha Co. 401(k) Plan ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Epic Aloha Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Primus Law Office P.a. Profit Sharing Plan in MN ($60K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Epic Aloha Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 920803525.

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.