401(k) · DOL Form 5500 · 2023

Epson Portland Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
297
Participants Below avg headcount
86th
Percentile by assets National rank
$173,051
Avg per participant Above avg balance/head
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Official DOL plan name: Epson Portland Inc. 401(k) Savings and Retirement Plan · Sponsored by Epson Portland Inc. · Oregon · Manufacturing

$51M in assets, 297 participants

Epson Portland Inc.'s Epson Portland Inc. 401(k) Savings and Retirement Plan reported $51M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,880 in Manufacturing (18,722 peers)

Where Epson Portland Inc. 401(k) Savings and Retirement Plan sits by assets

Epson Portland Inc. 401(k) Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $51M for 297 participants (~$173,051/participant), up 13.9% in 2023.

#14,880
in Manufacturing (18,722 peers)
+13.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Epson Portland Inc. 401(k) Savings and Retirement Plan's outsized position by total assets

Epson Portland Inc. 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$51,396,252 Top 14% higher than 86% 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

Epson Portland Inc. 401(k) Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epson Portland Inc. 401(k) Savings and Retirement Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epson Portland Inc. 401(k) Savings and Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Epson Portland Inc. 401(k) Savings and Retirement Plan end-of-year assets rose from $45M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Epson Portland Inc. 401(k) Savings and Retirement Plan reported participants rose from 283 in the plan year 2022 filing to 297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930882588 · Epson Portland Inc. PY 2023 · 401(k)

Epson Portland Inc. 401(k) Savings and Retirement Plan · $51M · 297 · 86th

  • PART $51M
  • TYPE 297
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Bradley/Dixie Companies Retirement Plan
  • BOY ind #14880

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 Oregon →

Epson Portland Inc. 401(k) Savings and Retirement Plan in the asset neighbourhood

Employees' 401(k) Profit Sharing Plan of Freehill, Hogan & Mahar LLPEmployees' 401(k) Profit Sha…$51MEpson Portland Inc. 401(k) Savings and Retirement PlanEpson Portland Inc. 401(k) S…$51MBradley/Dixie Companies Retirement PlanBradley/Dixie Companies Reti…$51MTogetherwork 401(k) Plan$51MSouth Dayton Acute Care Consultants, Inc. 401(k) Profit Sharing PlanSouth Dayton Acute Care Cons…$51M
End-of-year total assets ($M) among Epson Portland Inc. 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$51M
Net Income$6M
Employer EIN930882588
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epson Portland Inc.)

Sponsor-wide plan assets over time

All Epson Portland Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 25.335201270072925% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.1M $56.6M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 283 $45M
2023 1 297 $51M
2024 1 306 $57M

Nearby 401(k) Plans in Oregon

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

Epson Portland Inc. 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Epson Portland Inc. 401(k) Savings and Retirement Plan, Total assets ($B): 0.051396252 · Participants: 297Epson Portland Inc. 401(k) Savings and Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Epson Portland Inc. 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Epson Portland Inc. 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Bradley/Dixie Companies Retirement Plan in GA ($51M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Epson Portland Inc. 401(k) Savings and Retirement Plan assets move in 2023?
Epson Portland Inc. 401(k) Savings and Retirement Plan grew at a solid clip - up 13.9% during 2023, from $45M to $51M. Reported net income was $6M.
How have Epson Portland Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Epson Portland Inc.'s sponsor-wide assets grew 25.3%, from $45M to $57M.
Where does Epson Portland Inc. 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers?
Epson Portland Inc. 401(k) Savings and Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Epson Portland Inc. 401(k) Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Bradley/Dixie Companies Retirement Plan in GA ($51M, 344 participants).
Which 401(k) plans cover a similar participant headcount to Epson Portland Inc. 401(k) Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants, N/A in assets).