401(k) · DOL Form 5500 · 2023

Ep Energy Global, LLC 401(k) Plan

Data updated 2026-08-11

$79M
Total assets
89
Participants
90th
Percentile by assets
$892,045
Avg per participant
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Official DOL plan name: Ep Energy 401(k) Retirement Plan · Sponsored by Ep Energy Global, LLC · Texas · Mining & Oil Extraction

$79M in assets, 89 participants

Ep Energy Global, LLC's Ep Energy 401(k) Retirement Plan reported $79M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 127,072 plans)
  • #644 in Mining & Oil Extraction (811 peers)

Where Ep Energy 401(k) Retirement Plan sits by assets

Ep Energy 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $79M for 89 participants (~$892,045/participant), down 3.7% in 2023.

$79M
total plan assets (2023 EOY)
89
covered participants
90th
percentile by assets (of 127,072 plans)
$892,045
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Ep Energy 401(k) Retirement Plan sits by total assets

Ep Energy 401(k) Retirement Plan vs every filed plan by assets

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

$79,391,979 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ep Energy 401(k) Retirement Plan reported net income rose from -$45M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Ep Energy 401(k) Retirement Plan reported participants fell from 198 in the plan year 2022 filing to 89 in the plan year 2023 filing.
  • Ep Energy 401(k) Retirement Plan end-of-year assets fell from $82M in the plan year 2022 filing to $79M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Mining & Oil Extraction

Ep Energy 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Ep Energy 401(k) Retirement Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$79M
Net Income-$3M
Employer EIN760637534
Plan Effective Date2012-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ep Energy Global, LLC)

$79M$80M$81M$82M$83M 20222023 $82.5M $79.4M ▼ -3.7%
Total plan assets by year, all Ep Energy Global, LLC plans on file
Year Plans Participants Total Assets
2022 1 198 $82M
2023 1 89 $79M

Nearby 401(k) Plans in Texas

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

Ep Energy 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ep Energy 401(k) Ret…, Total assets ($B): 0.079391979 · Participants: 89Ep Energy 401(k) Ret…AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ep Energy 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ep Energy 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ep Energy 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Ep Energy 401(k) Retirement Plan assets move in 2023? ▼
Ep Energy 401(k) Retirement Plan edged down modestly - down 3.7% during 2023, from $82M to $79M. Reported net income was -$3M.
How have Ep Energy Global, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ep Energy Global, LLC's sponsor-wide assets declined 3.7%, from $82M to $79M.
Where does Ep Energy 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ep Energy 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ep Energy 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farrell Fritz, P.C. 401(k) Profit Sharing Plan in NY ($79M, 139 participants).

Next read for Ep Energy 401(k) Retirement Plan

Scale reading

Ways to act on Ep Energy 401(k) Retirement Plan's numbers.

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 760637534.

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.