ESOP · DOL Form 5500 · 2023

Epipheo Incorporated ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
32
Participants Small participant base
45th
Percentile by assets National rank
$162,406
Avg per participant Above avg balance/head
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Official DOL plan name: Epipheo Incorporated Employee Stock Ownership Plan · Sponsored by Epipheo Incorporated · Ohio · Professional & Technical Services

$5M in assets, 32 participants

Epipheo Incorporated's Epipheo Incorporated Employee Stock Ownership Plan reported $5M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,738 in Professional & Technical Services (20,321 peers)

Epipheo Incorporated multi-year trail

Epipheo Incorporated's plans moved +16.0% in assets from 2022 to 2024; this filing shows Epipheo Incorporated Employee Stock Ownership Plan at $5M / 32 participants.

#8,738
in Professional & Technical Services (20,321 peers)
+25.0%
assets growth YoY

Epipheo Incorporated Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Epipheo Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$5,197,000 45th percentile higher than 45% 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

Epipheo Incorporated Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epipheo Incorporated Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epipheo Incorporated Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Epipheo Incorporated Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Epipheo Incorporated Employee Stock Ownership Plan reported participants fell from 39 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264253856 · Epipheo Incorporated PY 2023 · ESOP

Epipheo Incorporated Employee Stock Ownership Plan · $5M · 32 · 45th

  • TYPE $5M
  • NET 32
  • BOOK 45th
  • VS-ST ESOP
  • BOY near S.M. Osgood Company Employee Stock Ownership Plan and Trust
  • SCH ind #8738

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 What is an ESOP? → · Plans in Ohio →

Epipheo Incorporated Employee Stock Ownership Plan in the asset neighbourhood

M.W. Sausse & Co., Inc. Employee Stock Ownership PlanM.W. Sausse & Co., Inc. Empl…$5MEpipheo Incorporated Employee Stock Ownership PlanEpipheo Incorporated Employe…$5MS.M. Osgood Company Employee Stock Ownership Plan and TrustS.M. Osgood Company Employee…$5MElectromek Diagnostic Systems, Inc. Employee Stock Ownership PlanElectromek Diagnostic System…$5MNautical Restaurants, Inc. Employee Stock Ownership PlanNautical Restaurants, Inc. E…$5M
End-of-year total assets ($M) among Epipheo Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Epipheo Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Epipheo Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.013464775186343% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.16M $4.83M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 39 $4M
2023 1 32 $5M
2024 1 30 $5M

Epipheo Incorporated filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN264253856
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Epipheo Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Epipheo Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.005197 · Participants: 32Epipheo Incorporated Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Epipheo Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Epipheo Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Epipheo Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is S.M. Osgood Company Employee Stock Ownership Plan and Trust in MN ($5M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Epipheo Incorporated Employee Stock Ownership Plan assets move in 2023? ▼
Epipheo Incorporated Employee Stock Ownership Plan grew sharply - up 25.0% during 2023, from $4M to $5M. Reported net income was $1M.
How have Epipheo Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epipheo Incorporated's sponsor-wide assets grew 16.0%, from $4M to $5M.
Which ESOP plans are similar in size to Epipheo Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is S.M. Osgood Company Employee Stock Ownership Plan and Trust in MN ($5M, 22 participants).
Which ESOP plans cover a similar participant headcount to Epipheo Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K 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 264253856.

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.