401(k) · DOL Form 5500 · 2023

Ep Energy Global, LLC 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
89
Participants Small participant base
90th
Percentile by assets National rank
$892,045
Avg per participant High balance/head
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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.

  • #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.

#644
in Mining & Oil Extraction (811 peers)
-3.7%
assets change YoY
0.8×
vs typical plan assets (national mean)

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.

Ep Energy 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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

Ep Energy 401(k) Retirement 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. Ep Energy 401(k) Retirement Plan is a small filing (89 participants) on this national headcount ladder.

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 →

DOL schedule card

Filing strip 760637534 · Ep Energy Global, LLC PY 2023 · 401(k)

Ep Energy 401(k) Retirement Plan · $79M · 89 · 90th

  • EBSA $79M
  • PART 89
  • TYPE 90th
  • NET 401(k)
  • BOOK near Farrell Fritz, P.C. 401(k) Profit Sharing Plan
  • VS-ST ind #644

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Ep Energy 401(k) Retirement Plan in the asset neighbourhood

Lytx, Inc. Retirement Savings 401(k) PlanLytx, Inc. Retirement Saving…$79MExtreme Reach Inc. 401(k) Profit Sharing Plan TrustExtreme Reach Inc. 401(k) Pr…$79MEp Energy 401(k) Retirement PlanEp Energy 401(k) Retirement …$79MFarrell Fritz, P.C. 401(k) Profit Sharing PlanFarrell Fritz, P.C. 401(k) P…$79MMarcone Appliance Parts Center 401(k) Profit Sharing PlanMarcone Appliance Parts Cent…$79M
End-of-year total assets ($M) among Ep Energy 401(k) 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)$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)

Sponsor-wide plan assets over time

All Ep Energy Global, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 3.70518510818827% vs 2022
2023 filing year
$79M$80M$81M$82M$83M 20222023 $82.5M $79.4M ▼ -3.7%
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 ($B) Participants Ep Energy 401(k) Retirement Plan, Total assets ($B): 0.079391979 · Participants: 89Ep Energy 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell 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 →

Ep Energy 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Farrell Fritz, P.C. 401(k) Profit Sharing Plan in NY ($79M); by covered participants it is Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions in KS (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 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).
Which 401(k) plans cover a similar participant headcount to Ep Energy 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions in KS (89 participants, $21M 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 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.