Other · DOL Form 5500 · 2023
EPIC Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 285
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $17,323
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Epic · Sponsored by EPIC · Washington · Other Services
$5M in assets, 285 participants
EPIC's 403(b) Thrift Plan of Epic reported $5M in total assets and 285 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #5,166 in Other Services (7,857 peers)
Coverage in Washington
403(b) Thrift Plan of Epic covers 285 participants in Washington, about 19% of the average Washington filer (state average ~1,476 per filing). Assets: $5M.
- #5,166
- in Other Services (7,857 peers)
- +21.3%
- assets growth YoY
403(b) Thrift Plan of Epic's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Epic vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,937,154 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan of Epic 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. 403(b) Thrift Plan of Epic sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Epic reported net income rose from -$192K in the plan year 2022 filing to $868K in the plan year 2023 filing.
- 403(b) Thrift Plan of Epic end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- 403(b) Thrift Plan of Epic reported participants rose from 266 in the plan year 2022 filing to 285 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 911089113 · EPIC PY 2023 · Other
403(b) Thrift Plan of Epic · $5M · 285 · 44th
- BOY $5M
- BOY 285
- BOY 44th
- BOY Other
- BOY near Mountain Laurel Medical Center 403(b) Plan
- BOY ind #5166
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 Washington →
403(b) Thrift Plan of Epic in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $868K |
| Employer EIN | 911089113 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (EPIC)
Sponsor-wide plan assets over time
All EPIC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 38.97203802056543% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 266 | $4M |
| 2023 | 1 | 285 | $5M |
| 2024 | 1 | 307 | $6M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- A Single-Employer Plan $26.2B · 1,103,349
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.3B · 5,646
- Multicare Health System 403(b) Employee Savings Plan $994M · 15,445
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $561M · 7,520
- Overlake Hospital Medical Center 403(b)Retirement Plan $548M · 3,392
403(b) Thrift Plan of Epic's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Mountain Laurel Medical Center 403(b) Plan in MD ($5M); by covered participants it is Whedco 403(b) Retirement Plan in NY (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Mountain Laurel Medical Center 403(b) Plan (MD) $5M · 114
- Family Forum, Inc. 403(b) Plan (WI) $5M · 108
- Communities in Schools Retirement Plan (NC) $5M · 120
- Serendipity Center 403(b) Plan (OR) $5M · 83
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Whedco 403(b) Retirement Plan (NY) 285 · 0 off
- Kelberman Center, Inc. 403(b) Plan (NY) 285 · 0 off
- Edgewood 403(b) Plan (CA) 285 · 0 off
- Msn Air Service, Inc (NY) 285 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.