401(k) · DOL Form 5500 · 2022

Epworth Living, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
265
Participants Below avg headcount
47th
Percentile by assets National rank
$15,598
Avg per participant Low balance/head
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Official DOL plan name: Epworth Living, Inc. 401(k) Retirement Plan · Sponsored by Epworth Living, Inc. · Oklahoma · Healthcare & Social Assistance

$4M in assets, 265 participants

Epworth Living, Inc.'s Epworth Living, Inc. 401(k) Retirement Plan reported $4M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #10,399 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oklahoma

Epworth Living, Inc. 401(k) Retirement Plan covers 265 participants in Oklahoma, about 35% of the average Oklahoma filer (state average ~760 per filing). Assets: $4M.

#10,399
in Healthcare & Social Assistance (20,060 peers)
-18.3%
assets change YoY

The plan reported a net loss of $925K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epworth Living, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Epworth Living, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$4,133,551 47th percentile higher than 47% 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

Epworth Living, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epworth Living, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (265 participants).

Published 5500 schedule card

Filing strip 462849151 · Epworth Living, Inc. PY 2022 · 401(k)

Epworth Living, Inc. 401(k) Retirement Plan · $4M · 265 · 47th

  • IND $4M
  • IND 265
  • IND 47th
  • IND 401(k)
  • IND near Tax Mam, Inc. Profit Sharing Plan
  • IND ind #10399

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Epworth Living, Inc. 401(k) Retirement Plan in the asset neighbourhood

Epworth Living, Inc. 401(k) Retirement PlanEpworth Living, Inc. 401(k) …$4MTax Mam, Inc. Profit Sharing PlanTax Mam, Inc. Profit Sharing…$4MIndex Engines 401(k) Plan$4MAmerican Mortgage Service Company Savings and Retirement Plan and TrustAmerican Mortgage Service Co…$4MSecurity 101 Holdings, LLC Pooled Employer PlanSecurity 101 Holdings, LLC P…$4M
End-of-year total assets ($M) among Epworth Living, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$925K
Employer EIN462849151
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epworth Living, Inc.)

Sponsor-wide plan assets over time

All Epworth Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.24554577891987% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.13M $5.14M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 265 $4M
2023 1 299 $5M
2024 1 327 $5M

Nearby 401(k) Plans in Oklahoma

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

Epworth Living, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Epworth Living, Inc. 401(k) Retirement Plan, Total assets ($B): 0.004133551 · Participants: 265Epworth Living, Inc. 401(k) Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Epworth Living, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Epworth Living, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Epworth Living, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Tax Mam, Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Vining-Sparks Ibg, L.P. 401(k) Plan in TN (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.

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 Epworth Living, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Epworth Living, Inc. 401(k) Retirement Plan declined sharply - down 18.3% during 2022, from $5M to $4M. Reported net income was -$925K.
How have Epworth Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epworth Living, Inc.'s sponsor-wide assets grew 24.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Epworth Living, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tax Mam, Inc. Profit Sharing Plan in CA ($4M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Epworth Living, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vining-Sparks Ibg, L.P. 401(k) Plan in TN (265 participants, N/A in assets).

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 462849151.

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.